Abstract
Total knee arthroplasty is a highly effective intervention for end-stage osteoarthritis, yet nearly 20% of patients report dissatisfaction with clinical outcomes.
This dissatisfaction is often linked to intraoperative parameters, particularly whole-leg alignment and component positioning, which might play a role in ensuring both satisfaction and long-term implant survival.
Over the past two decades, alignment techniques have progressed from systematic, two-dimensional methods focused on the frontal plane to more personalized, three-dimensional approaches.
This evolution has introduced inconsistencies and confusion among surgeons regarding alignment techniques, terminology, and application, underscoring the need for standardized definitions that can be universally adopted.
This work provides standardized definitions for six main knee alignment techniques to enhance communication within the scientific community, particularly in clinical research.
While not an exhaustive analysis of each method, this effort focuses on the foundational principles of these techniques, organized using a standardized framework to facilitate comparison and improve clarity in the field.
Keywords: knee, arthroplasty, alignment, technique, systematic, personalized, standardization
Introduction
Total knee arthroplasty (TKA) is a highly effective intervention for end-stage osteoarthritis, yet nearly one out of five patients report dissatisfaction with their clinical outcomes (1, 2, 3). While the causes of dissatisfaction are multifactorial, alignment has been shown to play a significant role.
Traditionally, the gold standard for coronal alignment in TKA has been to achieve a systematic postoperative neutral alignment through proximal tibial and distal femoral cuts perpendicular to the mechanical axis (4, 5). This mechanical alignment (MA) (Table 1) technique attempts to evenly distribute the load between the medial and lateral compartments, thereby reducing the incidence of implant loosening and/or wear (6). Only 0.1% of the patients scheduled for TKA naturally exhibit a proximal tibial joint line and distal femoral joint line perpendicular to the mechanical axis of the tibia and femur, respectively (7). Consequently, for most patients, MA often alters the patient’s native anatomy, necessitating ligament release(s) to compensate for alignment changes, which might further alter the intended alignment. MA gained popularity in the early days of modern TKA during the 1970s due to its simplicity, reproducibility, and compatibility with the rather trivial instrumentation at that time. In contrast, anatomical alignment (AA) (Table 2), which also aims to restore a neutral mechanical axis with an oblique joint line of 3° reflective of native knees, was more technically demanding (8).
Table 1.
Mechanical alignment (MA).
| First reported | 1970’s (4) |
| Classification | Systematic (Fig. 1) |
| Guiding principle | The goal is to restore neutral alignment for all patients, regardless of their preoperative native alignment, by making proximal tibial and distal femoral cuts perpendicular to the mechanical axis. Intra-articular gaps are aimed to be equal and rectangular in both flexion and extension. This approach aims to evenly distribute the load across the implant–bone interface, promoting implant longevity and stability |
| Surgical workflow (example of) | The following is a generalized workflow aimed only at underlining the basic and most important steps characterizing MA. Other workflows exist (measured resection, ligament balancing, femur first, and tibia first), with multiple possible technologies providing additional information intraoperatively. The reader is provided here with the basic workflow of MA, together with relevant references that characterize the concept of MA
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| Recommended instrumentation | Compatible with all instrumentation types (e.g. conventional mechanical instrumentation, navigation, robot, patient-specific instrumentation (PSI), and ligament tensioner/balancer) |
| Perceived advantages and limitations | Advantages: |
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| Clinical results | ‘Excellent survivorship’ for TKA patients at a mean 20-year follow-up (19- to 25-year follow-up), although the functional outcomes were overall disappointing (22) |
| ‘The study did not demonstrate a statistically significant or clinically meaningful difference in the 20-year survival between knees that were mechanically aligned and those that were outliers’ (23) | |
| Key supportive references | (4, 5, 24, 25, 26, 27) |
Table 2.
Anatomical alignment (AA).
| First reported | 1980’s (28) |
| Classification | Systematic (Fig. 2) |
| Guiding principle | The goal is to restore neutral alignment for all patients, irrespective of preoperative alignment, while preserving the natural obliquity of the joint line, typically 3°, consistent with the mean population value of native knees |
| Surgical workflow (example of) |
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| Recommended instrumentation | Compatible with all instrumentation types (e.g. conventional mechanical instrumentation, navigation, robot, patient-specific instrumentation (PSI)) |
| Perceived advantages and limitations | Advantages: |
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| Key supportive references | (28, 30) |
Figure 1.
Usual femoral and tibial cut parameters associated with MA. The femoral (in blue) and tibial (in orange) cut parameters, the suggested references, and the overall limb alignment goal should be perceived as typical recommendations for each considered alignment technique. Therefore, they are subject to fluctuate depending on the user’s preferences. The joint line (JL) represents the orientation of the coronal femorotibial joint line in extension on a long leg standing X-ray. The gauge should be understood as a graphical illustration intended to express the personalization of a given alignment technique from a directional perspective.
Figure 2.
Usual femoral and tibial cut parameters associated with AA.
To better preserve a patient’s native anatomy, alternative techniques with different alignment targets have been developed. The adjusted mechanical alignment (aMA) (Table 3) technique incorporates the concept of constitutional alignment, recognizing that a substantial part of the population naturally deviates from neutral alignment. aMA fine-tunes the frontal orientation of the tibia and/or the femoral component to preserve aspects of the patient’s frontal native deformity (varus or valgus) (9, 10, 11). This approach aims to achieve proper ligament balancing through the bone cuts rather than subsequent ligament releases.
Table 3.
Adjusted mechanical alignment (aMA).
| First reported | 2012 (9, 10) |
| Classification | Hybrid (Fig. 3) |
| Guiding principle | The goal is to maintain aspects of the frontal native deformity (generally up to 3°) by fine-tuning the frontal orientation of the tibia and/or the femoral component to achieve proper ligament balancing through a tibial and/or femoral resection/correction instead of the typical soft-tissue releases |
| Surgical workflow (example of) |
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| Recommended instrumentation | Compatible with all instrument families: conventional mechanical instruments, navigation, robot, and PSI. The use of navigation or robot is recommended to improve the precision of execution of the planned cuts and avoid outliers. When used with conventional mechanical instrumentation, preoperative planning based on long-leg X-ray is recommended to assess the deformity in the frontal plane. Similarly, a balancer/ligament tensioner is recommended |
| Perceived advantages and limitations | Advantages: |
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| Key supportive references | (9, 10, 11, 31, 32, 33) |
Figure 3.
Usual femoral and tibial cut parameters associated with aMA.
Figure 4.
Usual femoral and tibial cut parameters associated with KA. Numbers 1, 2, and 3 express the order of the bone cuts: 1. distal femoral cut, 2. final femoral cuts, and 3. proximal tibial cut. Symbol//shows that, after taking cartilage (and bone loss) into account, equal cuts are performed on both distal and posterior femoral condyles, as well as equal medial and lateral proximal tibial cuts.
Kinematic alignment (KA) (Table 4) represents a more personalized approach, striving to restore the knee’s native anatomy by accounting for cartilage and bone loss during bone-cut planning (12). However, in cases of severe lower limb deformity, KA may result in implant alignment traditionally considered unsafe. To address this concern, restricted kinematic alignment (rKA) (Table 5) reproduces the patient’s native knee anatomy while ensuring alignment remains within a proposed safe range, avoiding extreme or pathological anatomies (7). Similarly, inverse kinematic alignment (iKA) prioritizes restoring native tibial anatomy first (measured resection) and achieves gap balancing through adjustments of the femoral implant position and/or orientation (13).
Table 4.
Unrestricted kinematic alignment (KA).
| First reported | 2008 (12) |
| Classification | Personalized (Fig. 4) |
| Guiding principle | The goal is to recreate knee axis while performing a resurfacing operation of the knee by placing the implant surface at the same level as the native joint to establish near-normal kinematics |
| Surgical workflow (example of) |
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| Recommended instrumentation | Compatible with all instrument families. Caliper checks required |
| Perceived advantages and limitations | Advantages: |
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| Key supportive references | (12, 38, 39, 41, 42, 43, 44) |
Table 5.
Restricted kinematic alignment (rKA).
| First reported | 2017 (7) |
| Classification | Personalized (Fig. 5) |
| Guiding principle | Restricted kinematic alignment combines the principles of kinematic alignment with predefined safety boundaries to prevent extreme or pathological alignment patterns while preserving the patient’s native knee anatomy |
| Surgical workflow (example of) | An rKA algorithm following the leading principles has been proposed: |
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| ⁃ If those resections bring the HKA ≤3°, the rKA objective is achieved | |
| ⁃ If the resultant aHKA is >3°, the previously unchanged parameter should be corrected, namely, mLDFA in varus knees and mMPTA in valgus, until the HKA is ≤3° | |
| Ligamentous releases are rarely needed in cases with anatomic modifications of <3°. In more significant corrections, minimal releases can be done, keeping the goal of native ligament balance reproduction (not aiming for isometry) | |
| To preserve femoral anatomy, rKA aims to resurface the posterior condyles. Using a posterior referencing set to neutral rotation, the implant thickness on both posterior condyles will be resected without modifying femoral rotation. The tibial component’s rotation is set by its alignment with the femoral trial component, keeping the knee in 10° of flexion | |
| Recommended instrumentation | Since many patients will require anatomic modification to fit within rKA boundaries, rKA is ideally performed with patient-specific instrumentation (PSI), intraoperative computer navigation, or robotic assistance. If the resected pieces do not match the computer plan, or ligament laxities assessed with trial implants fall outside the expected native ligament laxity range, the resection accuracy can be confirmed by caliper measurement, and cut adjustment is performed when needed |
| Perceived advantages and limitations | Advantages: |
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| Key supportive references | (7, 45, 46, 47, 48, 49, 50, 51) |
Figure 5.
Usual femoral and tibial cut parameters associated with rKA.
Figure 6.
Usual femoral and tibial cut parameters associated with FA.
Advancements in surgical technologies, such as computer navigation and robotic-assisted systems, along with ligament assessment, enable personalized implant positioning and alignment plans tailored to the patient’s native anatomy, size, and soft-tissue characteristics. The functional alignment (FA) (Table 6) technique integrates measured resections with three-dimensional gap balancing, aiming to reproduce native knee anatomy within predefined boundaries (14, 15, 16, 17). Because of the large number of parameters assessed, FA is preferably performed using robotic and computer-assisted navigation technologies. FA can adapt to various starting techniques, such as planning cuts perpendicular to the mechanical axis or incorporating native tibial joint line obliquity. It also allows for personalized adjustments, such as measuring the ligamentous tension before any bone cuts or after the completion of the proximal tibial cut, allowing for a more complete removal of the osteophytes.
Table 6.
Functional alignment (FA) (aka. Functional positioning).
| First reported | 2020 (14) |
| Classification | Personalized (Fig. 6) |
| Guiding principle | The goal is to reconstruct 3-dimensional native alignment while achieving balanced flexion–extension gaps and soft-tissue tension, currently within given boundaries (16, 17) |
| Surgical workflow (example of pre-resection workflow) |
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| Key supportive references | (14, 16, 17, 52, 53, 54, 55) |
The debate surrounding alignment strategies for TKA is more active than ever within the orthopedic community. The proliferation of alignment philosophies and their numerous variants has introduced an array of technical acronyms, leading to a dynamic yet inconsistent adoption among surgeons. Modern personalized alignment techniques are inherently more complex than historical approaches, requiring surgeons to navigate preoperative and intraoperative decision trees that incorporate multiple inputs throughout the surgical workflow. Moreover, alignment techniques have evolved from two-dimensional (2D) references limited to the frontal plane to three-dimensional (3D) frameworks that evaluate femoral and tibial resections across the frontal, sagittal, and axial planes. In addition to considering leg alignment guidance, modern alignment techniques consider the soft-tissue laxity too, which tends to be a subjective rather than objective parameter. This complexity has resulted in inconsistency in terminology, application, and understanding of the various techniques.
Although several recent studies provide overviews of the most common techniques (18, 19, 20), consensus about a concise definition for each technique has yet to be reached (21). There is a clear need for universally accepted definitions that the surgical community can reliably adopt to foster clarity, improve collaboration, and enable meaningful comparisons of outcomes.
The objective of the Personalized Arthroplasty Society (PAS) was to reach a consensus on standardized definitions for TKA alignment techniques by partnering with its active members. In developing these definitions, the PAS task force adhered to the following guiding principles:
-Unbiased: no endorsements of any particular technique,
-Pragmatic and straightforward approaches: focused on the ease of understanding,
-Accurate: partnered with key initiators/experts of the alignment techniques,
-Global: developed and approved by the PAS community during an international survey initiative on the most conflictual elements of TKA alignment principles.
The included tables and figures provide detailed summaries and visual representations of all six alignment techniques. The tables offer an organized overview of key attributes for each technique, including their historical development, classification, guiding principles, surgical workflow examples, decision-making processes, recommended instrumentation, perceived advantages and limitations, clinical outcomes, and key supporting references. These tables serve as a quick reference for comparing techniques, highlighting their unique features and practical applications. Complementing the tables, the figures illustrate the alignment concepts and surgical workflows, offering visual clarity to enhance understanding. Together, these tables and figures provide a cohesive framework to support the clinical and research community in adopting standardized definitions and evaluating alignment strategies in TKA.
Discussion/conclusion
The primary aim of this work was to provide clear, standardized definitions for six main knee alignment techniques to enhance communication within the scientific and clinical research community. Rather than offering an exhaustive analysis of each knee alignment technique, the focus was on presenting the fundamental principles agreed upon by the PAS Scientific Committee in a concise and accessible format. While numerous additional knee alignment techniques exist, this work serves as a foundational reference for understanding and comparing these techniques.
The increasing adoption of enabling technologies is expected to further support the standardization of alignment techniques. These advanced tools offer several key benefits:
Consistent surgical workflow: enabling technologies follow a predefined workflow tailored by the surgeon, ensuring consistency across surgical steps.
Soft-tissue characterization: they provide the ability to characterize the soft-tissue envelope at discrete flexion angles or throughout the range of motion, incorporating this information into precise surgical planning.
Accurate execution: these tools enable more reliable execution by consistently delivering fewer alignment outliers compared to conventional implantation methods. Nonetheless, advanced technologies still depend on the precise acquisition of anatomical landmarks. This step requires careful consideration, as even standardized landmark selection can lead to the implantation variability commonly observed with conventional techniques.
Comprehensive recording: by documenting every surgical step, they provide insights into intraoperative intricacies and create a continuum of care from preoperative to postoperative follow-ups.
By standardizing knee alignment techniques and leveraging intraoperative data, these advancements lay the groundwork for identifying best practices in personalized alignment for TKA patients.
In order to facilitate rapid dissemination and adoption of technological advancements within the global orthopedic community, we propose to adopt this set of definitions on the most prevalent alignment techniques, their key alignment parameters, and alignment goals. By unifying our surgical language, we will i) accelerate knowledge flow from high- to low-income countries, ii) aid surgeons in understanding the current literature, and iii) prepare the groundwork for a future unified conceptual framework on knee joint alignment.
ICMJE Statement of Interest
There is no conflict of interest that could be perceived as prejudicing the impartiality of the research reported.
Funding Statement
This work did not receive any specific grant from any funding agency in the public, commercial, or not-for-profit sector.
Acknowledgments
The Scientific Committee of the Personalized Arthroplasty Society (Atlanta, Georgia, USA) is as follows: Scientific Committee Chair: Ruxandra C Marinescu Tanasoca (Smith and Nephew Inc., Memphis, Tennessee, USA); Scientific Committee Co-Chairs: Laurent Angibaud (Advanced Surgical Technologies, Exactech, Inc., Gainesville, Florida, USA); Nanne Kort (Chief Medical Officer, CortoClinics, Nederweert, Netherlands); Scientific Committee Members-at-large: Fabrizio Billi (Department of Orthopaedic Surgery, David Geffen School of Medicine at UCLA, Los Angeles, California, USA); Stefano Campi (Department of Medicine and Surgery, Università Campus Bio-Medico di Roma, Roma, Italy; Fondazione Policlinico Universitario Campus Bio-Medico, Roma, Italy); James Eberhardt (Precision Orthopedics, Brownstown, Michigan, USA); Edoardo Franceschetti (Fondazione Policlinico Campus Bio-Medico, Rome, Italy); Dragan Jeremic (Department of Orthopaedic Surgery, St. Vincenz Hospital, Brakel, Germany); Antonio Klasan (AUVA UKH Steiermark, Graz, Austria; Johannes Kepler University, Linz, Austria); Pascal Andre Vendittoli (Department of Surgery, Hôpital Maisonneuve-Rosemont, Université de Montréal, Montréal, Québec, Canada; Clinique Orthopédique Duval, Laval, Québec, Canada); George Mihai Avram (Department of Orthopaedic Surgery and Traumatology, Kantonsspital Baselland, Bruderholz, Switzerland; Department of Clinical Research, Research Group Michael T Hirschmann, Regenerative Medicine & Biomechanics, University of Basel, Basel, Switzerland).
Contributor Information
Collaborators: R C Marinescu Tanasoca, L Angibaud, N Kort, F Billi, S Campi, J Eberhardt, E Franceschetti, D Jeremic, A Klasan, P A Vendittoli, and G M Avram
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