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<front>
<journal-meta>
<journal-id journal-id-type="publisher-id">Front. Mech. Eng.</journal-id>
<journal-title>Frontiers in Mechanical Engineering</journal-title>
<abbrev-journal-title abbrev-type="pubmed">Front. Mech. Eng.</abbrev-journal-title>
<issn pub-type="epub">2297-3079</issn>
<publisher>
<publisher-name>Frontiers Media S.A.</publisher-name>
</publisher>
</journal-meta>
<article-meta>
<article-id pub-id-type="doi">10.3389/fmech.2019.00012</article-id>
<article-categories>
<subj-group subj-group-type="heading">
<subject>Mechanical Engineering</subject>
<subj-group>
<subject>Original Research</subject>
</subj-group>
</subj-group>
</article-categories>
<title-group>
<article-title>Wear Test Apparatus for Friction and Wear Evaluation Hip Prostheses</article-title>
</title-group>
<contrib-group>
<contrib contrib-type="author" corresp="yes">
<name><surname>Hua</surname> <given-names>Zikai</given-names></name>
<xref ref-type="aff" rid="aff1"><sup>1</sup></xref>
<xref ref-type="corresp" rid="c001"><sup>&#x0002A;</sup></xref>
<uri xlink:href="http://loop.frontiersin.org/people/550734/overview"/>
</contrib>
<contrib contrib-type="author">
<name><surname>Dou</surname> <given-names>Pingchuan</given-names></name>
<xref ref-type="aff" rid="aff1"><sup>1</sup></xref>
</contrib>
<contrib contrib-type="author">
<name><surname>Jia</surname> <given-names>Haili</given-names></name>
<xref ref-type="aff" rid="aff1"><sup>1</sup></xref>
<uri xlink:href="http://loop.frontiersin.org/people/690892/overview"/>
</contrib>
<contrib contrib-type="author">
<name><surname>Tang</surname> <given-names>Fei</given-names></name>
<xref ref-type="aff" rid="aff1"><sup>1</sup></xref>
<uri xlink:href="http://loop.frontiersin.org/people/652795/overview"/>
</contrib>
<contrib contrib-type="author">
<name><surname>Wang</surname> <given-names>Xiaojing</given-names></name>
<xref ref-type="aff" rid="aff1"><sup>1</sup></xref>
</contrib>
<contrib contrib-type="author">
<name><surname>Xiong</surname> <given-names>Xin</given-names></name>
<xref ref-type="aff" rid="aff1"><sup>1</sup></xref>
<uri xlink:href="http://loop.frontiersin.org/people/652823/overview"/>
</contrib>
<contrib contrib-type="author">
<name><surname>Gao</surname> <given-names>Leiming</given-names></name>
<xref ref-type="aff" rid="aff2"><sup>2</sup></xref>
</contrib>
<contrib contrib-type="author">
<name><surname>Huang</surname> <given-names>Xiuling</given-names></name>
<xref ref-type="aff" rid="aff1"><sup>1</sup></xref>
</contrib>
<contrib contrib-type="author">
<name><surname>Jin</surname> <given-names>Zhongmin</given-names></name>
<xref ref-type="aff" rid="aff3"><sup>3</sup></xref>
<uri xlink:href="http://loop.frontiersin.org/people/142258/overview"/>
</contrib>
</contrib-group>
<aff id="aff1"><sup>1</sup><institution>Orthotek Laboratory, School of Mechatronics Engineering and Automation, Shanghai University</institution>, <addr-line>Shanghai</addr-line>, <country>China</country></aff>
<aff id="aff2"><sup>2</sup><institution>Department of Aeronautics, Imperial College London</institution>, <addr-line>London</addr-line>, <country>United Kingdom</country></aff>
<aff id="aff3"><sup>3</sup><institution>School of Mechanical Engineering, University of Leeds</institution>, <addr-line>Leeds</addr-line>, <country>United Kingdom</country></aff>
<author-notes>
<fn fn-type="edited-by"><p>Edited by: Hongyu Zhang, Tsinghua University, China</p></fn>
<fn fn-type="edited-by"><p>Reviewed by: Shanhua Qian, Jiangnan University, China; Liguo Qin, Xi&#x00027;an Jiaotong University, China; Yu Yan, University of Science and Technology Beijing, China</p></fn>
<corresp id="c001">&#x0002A;Correspondence: Zikai Hua <email>eddie_hua&#x00040;shu.edu.cn</email></corresp>
<fn fn-type="other" id="fn001"><p>This article was submitted to Tribology, a section of the journal Frontiers in Mechanical Engineering</p></fn></author-notes>
<pub-date pub-type="epub">
<day>05</day>
<month>04</month>
<year>2019</year>
</pub-date>
<pub-date pub-type="collection">
<year>2019</year>
</pub-date>
<volume>5</volume>
<elocation-id>12</elocation-id>
<history>
<date date-type="received">
<day>04</day>
<month>12</month>
<year>2018</year>
</date>
<date date-type="accepted">
<day>13</day>
<month>03</month>
<year>2019</year>
</date>
</history>
<permissions>
<copyright-statement>Copyright &#x000A9; 2019 Hua, Dou, Jia, Tang, Wang, Xiong, Gao, Huang and Jin.</copyright-statement>
<copyright-year>2019</copyright-year>
<copyright-holder>Hua, Dou, Jia, Tang, Wang, Xiong, Gao, Huang and Jin</copyright-holder>
<license xlink:href="http://creativecommons.org/licenses/by/4.0/"><p>This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.</p></license>
</permissions>
<abstract><p>Wear is a key factor affecting the survivorship of artificial hip joints. Joint wear testers, as called &#x0201C;simulators,&#x0201D; are developed to simulate the motions and force of human joints. By using simulators, <italic>in vitro</italic> wear tests could be performed for artificial joints. This paper introduces a new hip joint simulator developed for the biotribological investigation of artificial hip joints. Friction force measuring module has been set up and assembled to monitor the friction force during the wear tests. Validation tests have been performed using two kinds of wear couples of 28 mm CoCrMo femoral heads, against conventional and X-linked ultra-high molecular weight polyethylene (UHMWPE) acetabular cups. The hip joint simulator is a precise and reliable method, both for the wear evaluation and biotribological investigation of hip prostheses.</p></abstract>
<kwd-group>
<kwd>wear</kwd>
<kwd>hip joint</kwd>
<kwd>simulator</kwd>
<kwd>friction</kwd>
<kwd>UHMWPE</kwd>
</kwd-group>
<counts>
<fig-count count="5"/>
<table-count count="0"/>
<equation-count count="0"/>
<ref-count count="21"/>
<page-count count="5"/>
<word-count count="3068"/>
</counts>
</article-meta>
</front>
<body>
<sec sec-type="intro" id="s1">
<title>Introduction</title>
<p>Total Hip Replacement (THR) surgeries are considered as an efficient method to treat degenerative joint diseases. However, the survivorship of THR decreases dramatically after 15 years of use (Ferguson et al., <xref ref-type="bibr" rid="B4">2018</xref>). A typical clinical wear rate of ultra-high molecular weight polyethylene (UHMWPE) cups, of 100&#x0007E;300 &#x003BC;m/year, will lead to loosening, inflammation and ultimately failure (McKellop et al., <xref ref-type="bibr" rid="B16">1995</xref>). Efforts are seriously needed to prolong the survival of the hip prostheses, which is important for optimizing patient care and medical costs (Chu, <xref ref-type="bibr" rid="B3">2015</xref>). Consequently, the bio-tribological performance of orthopedic implants has been gaining increasing attention. The tribological evaluation of such kinds of implants is regarded as an essential evaluation of hip prostheses.</p>
<p>Hip joint wear testers, as called hip joint simulator, is developed for the wear evaluation of hip prostheses during a specified duration, under body-simulated conditions referring to the dynamic and kinematic characteristics of human hip joint (Cheng and Shan, <xref ref-type="bibr" rid="B2">2012</xref>). Wear rates and particles in the hip simulator studies are similar to those observed <italic>in vivo</italic> experience (Hua and Zhang, <xref ref-type="bibr" rid="B7">2008</xref>; Saikko and Shen, <xref ref-type="bibr" rid="B20">2010</xref>; Oliveira et al., <xref ref-type="bibr" rid="B17">2013</xref>; Wang et al., <xref ref-type="bibr" rid="B21">2013</xref>). Currently, ISO organization has published several standards on the wear tests of hip prostheses (ISO, <xref ref-type="bibr" rid="B9">2009</xref>, <xref ref-type="bibr" rid="B10">2014</xref>, <xref ref-type="bibr" rid="B11">2016</xref>).</p>
<p>For a 5-million-cycle hip simulator wear test, the duration usually lasts over 3 months. And the wear rates, obtained by interval measuring, are regarded as the most important results in such kinds of tests. Online information like friction torque and lubricant performance cannot be well-studied. Therefore, besides the material removal, other properties of the prostheses articulating surfaces are needed to understand the dynamic performance during the wear tests. Frictional force monitoring is a valid complementary factor to represent the true tribological behavior. However, among the numerous simulator designs, there are only a few including friction measurement (Bowsher and Shelton, <xref ref-type="bibr" rid="B1">2001</xref>; Liao et al., <xref ref-type="bibr" rid="B15">2003</xref>), which also provides very important data in the validation of numerical analysis of hip prostheses (Gao et al., <xref ref-type="bibr" rid="B5">2018</xref>)</p>
<p>In this study, a new tribological hip joint simulator (HSMS<sub>4203</sub>) with an improved friction measurement system is designed, built and validated. An online friction measuring module has been newly assembled in the hip joint simulator. Validation tests with UHMWPE and x-linked UHMWPE are performed and discussed. The purpose of this paper is to provide the features and development of this novel hip joint wear tester.</p>
</sec>
<sec sec-type="materials and methods" id="s2">
<title>Materials and Methods</title>
<sec>
<title>Apparatus Description</title>
<p>The HSMS<sub>4203</sub> applies similar principles with the biaxial simulator known as BRM. HSMS<sub>4203</sub> is capable of conducting the three motions that normal human hip joints do: Abduction and Adduction (AA), Flexion and Extension (FE), and Internal and External Rotation (IER). The main module is shown in <xref ref-type="fig" rid="F1">Figure 1</xref>. The slope module is placed at the bottom, and the inclination is 23. The femoral head is connected to the slope module via a bearing housing, which holds a cross roller bearing. The distance between the head center and the slope plane is theoretically calculated and precisely assembled, so that the vertical loading axis can go through the head center as well as the rotation axis. The leaning shaft is a Z-shaped lever which will be described in the friction measurement part. A force sensor, connected in series with the loading axis, is placed above the reaction articulating surfaces and close to the soak control sample. The slide track and force track generated in the simulator have been discussed elsewhere (Hua and Zhang, <xref ref-type="bibr" rid="B7">2008</xref>).</p>
<fig id="F1" position="float">
<label>Figure 1</label>
<caption><p>The main module of the biotriboligical hip joint simulator (HSMS<sub>4203</sub>) without lubrication: (1) Slope module, (2) bearing housing, (3) reaction articulating surfaces, (4) friction measurement module, (5) force sensor.</p></caption>
<graphic xlink:href="fmech-05-00012-g0001.tif"/>
</fig>
<p>The newly developed friction measurement module is shown in <xref ref-type="fig" rid="F2">Figure 2</xref>. The module is connected to the main module via the Z-shaped leaning lever (a), the axis of which goes through the center of the femoral head so that this axis is the AA axis. A bearing housing (b) then interlinks the lever and the senor (c), which makes the lever always vertical to the senor axis. The senor is bounded to the linear bearing (d) by threaded and flange connection. The measuring range of the senor is 0 to 100 N, and it is calibrated using weights. The rail of the linear bearing (d) is fixed to the simulator frame, in order to achieve an equatorial plane of the femoral head. Via this system, the friction force produced by the IER motion of the femoral head can be measured (Saikko, <xref ref-type="bibr" rid="B19">2009</xref>).</p>
<fig id="F2" position="float">
<label>Figure 2</label>
<caption><p>Friction measurement module for HSMS<sub>4203</sub>: <bold>(a)</bold> Z-shaped leaning lever, <bold>(b)</bold> bearing housing, <bold>(c)</bold> senor, <bold>(d)</bold> linear bearing and rail.</p></caption>
<graphic xlink:href="fmech-05-00012-g0002.tif"/>
</fig>
<p>Rotation frequency is controlled by a complemented frequency unit with a wide range from 0.2 to 5 Hz. According to Johnston and Smidt (<xref ref-type="bibr" rid="B13">1969</xref>), young patients take more activities than the old ones. This indicates that the walking frequency may be one of the factors, which will have impact on bio-tribologicial of the hip prostheses. By using the frequency control unit, a different frequency rate can be set up to simulate various of walk speed.</p>
</sec>
<sec>
<title>Validation Tests</title>
<p>Two five-million-cycle-duration experiments were carried out. Commercial, artificial hip joints provided by one local hip prostheses manufacturer were used in the tests. The wear couples were 28 mm CoCrMo femoral heads against conventional and x-linked UHMWPE acetabular cups. The internal diameter of the acetabular cups was 28 mm. The cup was placed inside one metal shell. The metal shell locked the relative motion between the cup and itself. 2kN was vertically loaded on the metal shell by a pneumatic cylinder. The test frequency was 1 Hz.</p>
<p>The lubricant was Gibco Newborn Calf serum LOT1455368 and diluted 1:1 with deionized water. No additives were used. Evaporation was compensated with deionized water. Calf serum lubricant was replaced at every 1 million cycle.</p>
<p>In the wear tests, the frictional force and loading were recorded continuously. The test was stopped every one million cycles, and the gravimetric wear was measured with a Sartorius balance (0.01 mg), following an established procedure (ISO, <xref ref-type="bibr" rid="B11">2016</xref>). The surface morphologies were observed by using Leica optical microscopy.</p>
</sec>
</sec>
<sec sec-type="results" id="s3">
<title>Results</title>
<p>After more than 10 million cycles, the HSMS<sub>4203</sub> ran smoothly and no malfunction occurred. Cumulative gravimetric wear for the two samples (UHMWPE and x-linked UHMWPE acetabular cups) exhibited a linear relationship with an increase in the number of motion cycles. Volumetric wear per cycle (mm<sup>3</sup>/cycle) was therefore calculated and shown in <xref ref-type="fig" rid="F3">Figure 3</xref>. The correlation coefficients of linear regression of the mean volumetric wear values were 0.99757 (UHMWPE), and 0.99953 (x-linked UHMWPE). The slopes of the linear regression, also known as the wear rates, were 24 mm<sup>3</sup>/10<sup>6</sup> of UHMWPE, and 16 mm<sup>3</sup>/10<sup>6</sup> of x-linked UHMWPE. The initial two samples&#x00027; morphologies are shown in <xref ref-type="fig" rid="F4">Figures 4A,B</xref>, while the wear surfaces after 5 million cycles are shown in <xref ref-type="fig" rid="F4">Figures 4C,D</xref>.</p>
<fig id="F3" position="float">
<label>Figure 3</label>
<caption><p>Cumulative volumetric wear of UHMWPE and x-linked UHMWPE acetabular cups with cycles of testing. Results shown here are for a 28 mm head.</p></caption>
<graphic xlink:href="fmech-05-00012-g0003.tif"/>
</fig>
<fig id="F4" position="float">
<label>Figure 4</label>
<caption><p>Optical micrographs of the cup wear surfaces <bold>(A)</bold> original UHMWPE, <bold>(B)</bold> original x-linked UHMWPE <bold>(C)</bold> UHMWPE after 5 million cycles, <bold>(D)</bold> x-linked UHMWPE after 5 million cycles.</p></caption>
<graphic xlink:href="fmech-05-00012-g0004.tif"/>
</fig>
<p>Continuous dynamic friction was acquired by the senor in the friction measurement module. Except for the running-in effect at every start, most data were stable and showed periodic variation with two maxima and two minima per cycle (<xref ref-type="fig" rid="F5">Figure 5</xref>). The maxima were observed when the upper part of the Z-shaped lever is at the horizontal positions, and the minima were at the top and bottom positions. Also, the frictional force can be distinguished from the two tested samples. For the UHMWPE acetabular cups, they vary from 0&#x0007E;32 N to 0&#x0007E;28 N for the x-linked one.</p>
<fig id="F5" position="float">
<label>Figure 5</label>
<caption><p>Frictional force obtained from the new developed friction module with serum lubrication: <bold>(A)</bold> UHMWPE acetabular cup (max: 33 N), <bold>(B)</bold> x-linked UHMWPE acetabular cup (max: 28 N).</p></caption>
<graphic xlink:href="fmech-05-00012-g0005.tif"/>
</fig>
</sec>
<sec sec-type="discussion" id="s4">
<title>Discussion</title>
<p>The duration of an ISO14242 standard wear test for artificial hip joints is 5 million cycles (ISO, <xref ref-type="bibr" rid="B10">2014</xref>). Therefore, the reliability of the hip joint simulator is very important so as to achieve a non-stop testing condition for 1 million cycles at least. The HSMS<sub>4203</sub> was still in healthy condition after 10 million cycles. This confirmed that the strong reliability requirement of the simulator could be met. In some retrieval analysis of artificial joints, the clinical volumetric wear is of the order of 10 mm<sup>3</sup>/10<sup>6</sup> cycles (Lachiewicz et al., <xref ref-type="bibr" rid="B14">2009</xref>; Wang et al., <xref ref-type="bibr" rid="B21">2013</xref>; Hua et al., <xref ref-type="bibr" rid="B6">2014</xref>). Herein, the volumetric wear loss of conventional UHMWPE (24 mm<sup>3</sup>/10<sup>6</sup>) and x-linked UHMWPE (16 mm<sup>3</sup>/10<sup>6</sup>) are within the range. This indicates that the clinical wear of artificial hip joints could be reperformed <italic>in vitro</italic> by the HSMS<sub>4203</sub>.</p>
<p>The linearity of wear rates on the testing cycles is highly dependent (<xref ref-type="fig" rid="F3">Figure 3</xref>). This indicates that this method can provide a good prediction of the wear loss. The wear rate of x-linked UHMWPE is almost 60% of UHMWPE. In wear testing of orthopedic implants, a reliable method requires the capability to distinguish between original design purpose and obtain a clear comparison. It was found that the difference in the tribological performance of artificial hip joints can be distinguished in HSMS<sub>4203</sub>, even between conventional and modified biomaterials, i.e., UHMWPE. Furthermore, it was also found that the volumetric wear of the x-linked UHMWPE acetabular cup is lower than the normal UHMWPE acetabular cup at the product level, which is in accordance with the wear tested at material level (Hua et al., <xref ref-type="bibr" rid="B6">2014</xref>). As shown in <xref ref-type="fig" rid="F4">Figure 4</xref>, after 5 million cycles test, the UHMWPE acetabular cup&#x00027;s wear surfaces are burnished, which are typical surface morphologies under multi-direction hip motion (Saikko, <xref ref-type="bibr" rid="B18">2005</xref>). The surface of the x-linked UHMWPE cup is not as well-burnished, but more cross scratches have been observed, meaning that less material is worn out, referring to its lower wear rate.</p>
<p>For the whole test period, the frictional force tends to be stable, except for every start after the interval. It can be two times larger than the stable value. The cause of this phenomenon could be that at the start the head center is not self-centered yet. So if the slide track is deviated, even edge-effects can exist, making the loading pressure vibrate or go up sharply. Another possible cause could be that after the running-in period, the friction pair is burnished, and therefore, can form better lubrication conditions.</p>
<p>The frictional force in stable period is of the same order as Saikko (<xref ref-type="bibr" rid="B19">2009</xref>) and can be obviously distinguished between the two tested samples. The frictional force of the x-linked UHMWPE acetabular cup is nearly 10% lower than the UHMWPE&#x00027;s, which shows that the trend is in accordance with the volumetric wear, making the new friction measurement module valid for the biotribological investigation of hip prostheses. Correspondingly, friction of the implant product proves to be a key factor affecting the wear performance in joint articulation.</p>
<p>In future work, more studies can be carried out via this newly developed hip joint simulator (HSMS<sub>4203</sub>). The new lubricants, such as bionic joint fluids (Hua et al., <xref ref-type="bibr" rid="B8">2007</xref>), could be evaluated both for friction and wear under a specified duration, under body-simulated conditions. Moreover, product-level tests for some advanced surface technologies aimed at decreasing friction in hip joints, such as super-lubrication technology (Jiao et al., <xref ref-type="bibr" rid="B12">2018</xref>), could be performed.</p>
</sec>
<sec sec-type="conclusions" id="s5">
<title>Conclusion</title>
<p>A new wear test apparatus, hip joint simulator (HSMS<sub>4203</sub>) has been developed for the biotribological investigation of artificial hip joints. The HSMS<sub>4203</sub> is in healthy condition after 10-million-cycle tests. The highly linear wear rates observed in the experiments agree well with the clinical results. The difference in wear performance of artificial hip wear couples (CoCrMo on UHMWPE and CoCrMo on x-linked UHMWPE) can be distinguished. Moreover, the HSMS<sub>4203</sub> provides a potential solution toward the friction monitoring to obtain more dynamic data in artificial joint wear tests.</p>
</sec>
<sec id="s6">
<title>Author Contributions</title>
<p>ZH corresponding author, who has designed the hip simulator. HJ codesigner of the hip simulator. FT performed the experiment. XW and XX instructed the experiments in the manuscript. LG and XH instructed the friction measuring in the experiment. ZJ instructed the design of hip simulator. PD co-performed of the validation test and did the wear and friction measurement.</p>
<sec>
<title>Conflict of Interest Statement</title>
<p>The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.</p>
</sec>
</sec>
</body>
<back>
<ack><p>Natural Science Foundation of Shanghai (16ZR1411800).</p>
</ack>
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