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Rotary Canal 
Preparation 
Dr. Ebtissam Al-Madi 
Al-Madi, 491 Den 1
Outline 
• Objectives of Cleaning & Shaping 
– Biological 
– Clinical 
– Mechanical 
• Instrumentation Techniques 
– Stepback technique 
– Crowndown technique 
– Rotary Instrumentation 
Al-Madi, 491 Den 2
• Biological Objectives 
– Removal of all tissue, bacteria and bacterial 
products and substrates from the root 
canal system 
• Mechanical 
– Shaping of the root canal system to 
facilitate placement of a root canal filling 
• Clinical 
– Eliminate apical periodontitis and return 
tooth to normal function 
Al-Madi, 491 Den 3
Cleaning 
Endodontic 
Triad 
Shaping Filling 
Shaping to facilitate cleaning and Filling 
Al-Madi, 491 Den 4
Restoration 
Obturation 
Cleaning & Shaping 
of the canal 
Access 
Preparation 
Al-Madi, 491 Den 5
Stepback 
Al-Madi, 491 Den 6
Stepback Technique 
(1960’s) 
• The most widely used preparation 
technique 
• Replaced Non-tapering Preparation 
technique 
Al-Madi, 491 Den 7
Stepback Technique 
• Apical Preparation: 
1. Establish access (straight 
line) 
2. Establish working length 
3. File Instrument (watch-winding, 
file, ream, etc) 
4. Place next larger file, 
instrument, and repeat till 
you reach file 3-4 sizes 
larger (MAF) 
Al-Madi, 491 Den 8
Stepback Technique 
• Step back: 
1. Place next larger file to a 
length 1 mm shorter of 
working length, file, irrigate 
and recapitulate 
2. Repeat process with 
successively larger files at 1 
mm increments shorter than 
preceding file. 
Al-Madi, 491 Den 9
Stepback Technique 
• Variations to the classic stepback 
technique 
– Initially enlarge coronal aspect with GG 
burs 
– Complete coronal preparation with GG 
burs 
– Use of small GG burs in mid-root level 
– Use of Hedstrom files to flare the 
preparation 
Al-Madi, 491 Den 10
Stepback technique 
• Advantages 
– Minimize 
procedural errors 
(transportation, 
ledging, apical 
perforation) 
• Disadvantages 
– Significant apical 
extrusion of debris 
(post-operative 
pain) 
– Apical blockage 
– Canal deviation 
– Alteration of 
working length 
Al-Madi, 491 Den 11
Crown down 
Al-Madi, 491 Den 12
Crowndown Technique 
• More recent technique 
• Produce similar result to step-back 
Al-Madi, 491 Den 13
Crowndown technique 
• Development of straight-line access 
• Eliminate pulp chamber obstructions 
and check patency 
• GG enlargement with size 4-3-2, 
irrigate 
• Coronal to mid root enlargement with 
instruments from large to small, 
irrigate 
• Establish working length, irrigate 
• Introduce progressively smaller files 
deeper into the canal until resistance 
is encountered 
• Establish apical preparation size 
• Complete preparation Al-Madi, 491 Den 14
Crowndown technique 
• Variations to the classic crowndown 
technique 
– Crown-down pressure-less technique 
– Roane technique 
– Double flare technique 
– Modified double flare technique 
– Rotary Instrumentation 
Al-Madi, 491 Den 15
Crowndown technique 
• Advantages 
– Reduce apical 
extrusion (reduce 
pain) 
– Elimination coronal 
interferences 
– Improved irrigation to 
apical part of canal 
– Facilitate working 
length determination 
• Disadvantages 
– Early blockage of 
canal 
Al-Madi, 491 Den 16
Instruments 
Hand 
Instruments 
Rotary 
Instruments 
Al-Madi, 491 Den 17
Hand instruments 
• Been in use for over 100 
years 
• Still integral part of 
cleaning & shaping 
• Better tactile sensation 
• ISO standardization 
• Broaches, k-files, Flex- 
R files, NiTi files, H-files 
Al-Madi, 491 Den 18
Hand engine driven 
• Properties of NiTi Alloy 
– Superelasticity 
– High resistance to cyclic fatigue 
• Series 29 
Al-Madi, 491 Den 19
Rotary Files 
• Advantages 
– Less transportation 
and ledging 
– Shape canal 
uniformly 
– Reduced operator 
fatigue 
– Improved 
efficiency 
• Disadvantages 
– Cannot be used in 
some cases 
– Buildup of debris 
– Cannot use beyond 
apical foramen 
– Fracture can occur 
suddenly 
– Initial cost 
– Loss of tactile 
sensation 
Al-Madi, 491 Den 20
Rotary Instruments 
• Lightspeed 
• Profile 
• Hero 
• Quantec 
• K3 
• Flexmaster 
• GT 
• Protaper 
• Sequence 
• RaCe 
• V-taper 
Al-Madi, 491 Den 21
Design characteristics 
• Non-cutting vs cutting 
tip 
• Tip size 
• Taper 
• Cross section 
• Rake angle 
• Helix angle 
• Pitch 
Al-Madi, 491 Den 22
• Tip could be 
non-cutting, 
cutting 
Tip shape 
Al-Madi, 491 Den 23
Tip Size 
• Can be the same as ISO hand 
tips sizes- color coded accordingly 
• Can be half sizes (12.5, 17.5, 
etc) as in Light Speed. 
• Can skip sizes ( only 20,30, 40) 
as in GT rotary 
• Can be nonspecific sizes 
(according to percentages ex. 
18.5, 20..) as in ProTaper. 
Al-Madi, 491 Den 24
Tip Taper 
Taper ranges from 0.02 to 0.12 
Al-Madi, 491 Den 25
• Constant taper- Variable tip 
– Hand files (0.02) 
– Profile 0.04 
• Graduating taper- constant 
tip size 
– GT series 
– Quantec 
• Varying taper- different 
tip sizes 
– ProTaper 
Tip Taper 
Al-Madi, 491 Den 26
Cross section- Radial Lands 
A radial land is a surface that projects axially 
from the central axis, between flutes, as far as 
the cutting edge 
Non-cutting tips and 
radial lands keeps a file 
centered in the canal. 
Al-Madi, 491 Den 27
Cross section- Radial Lands 
Smaller radial land 
equals decreased 
strength for blade 
support 
Increased radial land 
increases peripheral 
strength behind the 
cutting blade 
Al-Madi, 491 Den 28
Rake Angle 
The rake angle is the angle formed by the cutting 
edge and a cross section taken perpendicular to the 
long axis of the instrument 
Rake angles affect the 
cutting efficiency and 
the aggressiveness of 
the file 
Al-Madi, 491 Den 29
Overly Positive Rake Angle 
Positive Rake Angle 
Neutral Rake Angle 
Negative Rake Angle 
Rake Angle 
Al-Madi, 491 Den 30
• As the flute angle is 
increased more debris 
can be carried away 
from canal. 
Helical flute angles 
The helical angle is the angle that the cutting edge 
makes with the long axis of the file 
• Constant helical flute 
angles allow debris to 
accumulate and are more 
susceptible to the effect 
of “screwing in” forces. 
Al-Madi, 491 Den 31
Al-Madi, 491 Den 32
Al-Madi, 491 Den 33
Pitch 
Pitch is the number of spirals or threads per 
unit length. 
Constant pitch and 
constant helical angles 
produce a “pulling” or 
“sucking down into” the 
canal. 
Al-Madi, 491 Den 34
Al-Madi, 491 Den 35
Lightspeed 
(Senia & Wildey 1990’s) 
• Long, thin non-cutting 
shaft 
• U shape design 
• Most flexible RI 
• Low incidence of 
transportation, 
preparation errors, 
and loss of working 
length 
Al-Madi, 491 Den 36
Profile 
(Ben Johnson 1994) 
• Increased taper 
• Began as series 29 
#0.02 taper, then 
#0.04 and 0.06 tapers 
• Profile (maillefer- 
Europe) manufactured 
tips similar to ISO 
• Negative rake angle 
Al-Madi, 491 Den 39
• Coronally pre-enlarge 
• Use of Orifice shapers 
• Alternative use of #.04 
and #.06 tapers as well 
as alternate tip sizes 
• Same basic technique 
for similarly designed 
files 
Al-Madi, 491 Den 40
Profile 
Al-Madi, 491 Den 41
Profile 
Al-Madi, 491 Den 42
K3 
(McSpadden) 
• Predecessors: 
Quantec 
• Unique cross 
sectional design 
with +ve rake 
angle, 3 wide radial 
lands, peripheral 
blade relief 
Al-Madi, 491 Den 47
ProTaper 
(Cliff Ruddle, John West, Pierre Matchou) 
• Only 6 instruments 
• Modified k file 
with no radial lands 
• Varying taper that 
increase coronally 
in shaping files and 
opposite in 
finishing files 
Al-Madi, 491 Den 50
ProTaper 
Al-Madi, 491 Den 52
Hybrid technique 
• Instruments can be used in a manner that 
promotes their individual strengths and 
avoids their weaknesses 
• Hand instruments secure a patent glide 
path 
• Tapered rotary instruments efficiently 
enlarge coronal canal areas 
• Less tapered instruments allow additional 
apical enlargement 
Al-Madi, 491 Den 56
Newer Rotary 
Instruments? 
• Light Speed 
• Hero 642 
• GT files 
• Quantec 
• Flexmaster 
• RaCe 
• V-Taper 
• Endo Sequence 
Al-Madi, 491 Den 57
More information 
• Pathways of the Pulp 9th e-edition 
• Endodontics- Ingle 5th CD editon 
• Advanced Endodontics- Rhodes 
• Endodontics- Stock 
• JOE 
• IEJ 
• Company brochures & Videos 
• Internet 
Al-Madi, 491 Den 58
How & Where to learn? 
• Read & understand the brochure- 
Don't be fooled! 
• Read the literature in textbooks and 
journals- Be an informed consumer. 
• Try on extracted teeth till you 
master the technique- try before you 
buy. 
Al-Madi, 491 Den 59

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Biomechanical instrumentation

  • 1. Rotary Canal Preparation Dr. Ebtissam Al-Madi Al-Madi, 491 Den 1
  • 2. Outline • Objectives of Cleaning & Shaping – Biological – Clinical – Mechanical • Instrumentation Techniques – Stepback technique – Crowndown technique – Rotary Instrumentation Al-Madi, 491 Den 2
  • 3. • Biological Objectives – Removal of all tissue, bacteria and bacterial products and substrates from the root canal system • Mechanical – Shaping of the root canal system to facilitate placement of a root canal filling • Clinical – Eliminate apical periodontitis and return tooth to normal function Al-Madi, 491 Den 3
  • 4. Cleaning Endodontic Triad Shaping Filling Shaping to facilitate cleaning and Filling Al-Madi, 491 Den 4
  • 5. Restoration Obturation Cleaning & Shaping of the canal Access Preparation Al-Madi, 491 Den 5
  • 7. Stepback Technique (1960’s) • The most widely used preparation technique • Replaced Non-tapering Preparation technique Al-Madi, 491 Den 7
  • 8. Stepback Technique • Apical Preparation: 1. Establish access (straight line) 2. Establish working length 3. File Instrument (watch-winding, file, ream, etc) 4. Place next larger file, instrument, and repeat till you reach file 3-4 sizes larger (MAF) Al-Madi, 491 Den 8
  • 9. Stepback Technique • Step back: 1. Place next larger file to a length 1 mm shorter of working length, file, irrigate and recapitulate 2. Repeat process with successively larger files at 1 mm increments shorter than preceding file. Al-Madi, 491 Den 9
  • 10. Stepback Technique • Variations to the classic stepback technique – Initially enlarge coronal aspect with GG burs – Complete coronal preparation with GG burs – Use of small GG burs in mid-root level – Use of Hedstrom files to flare the preparation Al-Madi, 491 Den 10
  • 11. Stepback technique • Advantages – Minimize procedural errors (transportation, ledging, apical perforation) • Disadvantages – Significant apical extrusion of debris (post-operative pain) – Apical blockage – Canal deviation – Alteration of working length Al-Madi, 491 Den 11
  • 12. Crown down Al-Madi, 491 Den 12
  • 13. Crowndown Technique • More recent technique • Produce similar result to step-back Al-Madi, 491 Den 13
  • 14. Crowndown technique • Development of straight-line access • Eliminate pulp chamber obstructions and check patency • GG enlargement with size 4-3-2, irrigate • Coronal to mid root enlargement with instruments from large to small, irrigate • Establish working length, irrigate • Introduce progressively smaller files deeper into the canal until resistance is encountered • Establish apical preparation size • Complete preparation Al-Madi, 491 Den 14
  • 15. Crowndown technique • Variations to the classic crowndown technique – Crown-down pressure-less technique – Roane technique – Double flare technique – Modified double flare technique – Rotary Instrumentation Al-Madi, 491 Den 15
  • 16. Crowndown technique • Advantages – Reduce apical extrusion (reduce pain) – Elimination coronal interferences – Improved irrigation to apical part of canal – Facilitate working length determination • Disadvantages – Early blockage of canal Al-Madi, 491 Den 16
  • 17. Instruments Hand Instruments Rotary Instruments Al-Madi, 491 Den 17
  • 18. Hand instruments • Been in use for over 100 years • Still integral part of cleaning & shaping • Better tactile sensation • ISO standardization • Broaches, k-files, Flex- R files, NiTi files, H-files Al-Madi, 491 Den 18
  • 19. Hand engine driven • Properties of NiTi Alloy – Superelasticity – High resistance to cyclic fatigue • Series 29 Al-Madi, 491 Den 19
  • 20. Rotary Files • Advantages – Less transportation and ledging – Shape canal uniformly – Reduced operator fatigue – Improved efficiency • Disadvantages – Cannot be used in some cases – Buildup of debris – Cannot use beyond apical foramen – Fracture can occur suddenly – Initial cost – Loss of tactile sensation Al-Madi, 491 Den 20
  • 21. Rotary Instruments • Lightspeed • Profile • Hero • Quantec • K3 • Flexmaster • GT • Protaper • Sequence • RaCe • V-taper Al-Madi, 491 Den 21
  • 22. Design characteristics • Non-cutting vs cutting tip • Tip size • Taper • Cross section • Rake angle • Helix angle • Pitch Al-Madi, 491 Den 22
  • 23. • Tip could be non-cutting, cutting Tip shape Al-Madi, 491 Den 23
  • 24. Tip Size • Can be the same as ISO hand tips sizes- color coded accordingly • Can be half sizes (12.5, 17.5, etc) as in Light Speed. • Can skip sizes ( only 20,30, 40) as in GT rotary • Can be nonspecific sizes (according to percentages ex. 18.5, 20..) as in ProTaper. Al-Madi, 491 Den 24
  • 25. Tip Taper Taper ranges from 0.02 to 0.12 Al-Madi, 491 Den 25
  • 26. • Constant taper- Variable tip – Hand files (0.02) – Profile 0.04 • Graduating taper- constant tip size – GT series – Quantec • Varying taper- different tip sizes – ProTaper Tip Taper Al-Madi, 491 Den 26
  • 27. Cross section- Radial Lands A radial land is a surface that projects axially from the central axis, between flutes, as far as the cutting edge Non-cutting tips and radial lands keeps a file centered in the canal. Al-Madi, 491 Den 27
  • 28. Cross section- Radial Lands Smaller radial land equals decreased strength for blade support Increased radial land increases peripheral strength behind the cutting blade Al-Madi, 491 Den 28
  • 29. Rake Angle The rake angle is the angle formed by the cutting edge and a cross section taken perpendicular to the long axis of the instrument Rake angles affect the cutting efficiency and the aggressiveness of the file Al-Madi, 491 Den 29
  • 30. Overly Positive Rake Angle Positive Rake Angle Neutral Rake Angle Negative Rake Angle Rake Angle Al-Madi, 491 Den 30
  • 31. • As the flute angle is increased more debris can be carried away from canal. Helical flute angles The helical angle is the angle that the cutting edge makes with the long axis of the file • Constant helical flute angles allow debris to accumulate and are more susceptible to the effect of “screwing in” forces. Al-Madi, 491 Den 31
  • 34. Pitch Pitch is the number of spirals or threads per unit length. Constant pitch and constant helical angles produce a “pulling” or “sucking down into” the canal. Al-Madi, 491 Den 34
  • 36. Lightspeed (Senia & Wildey 1990’s) • Long, thin non-cutting shaft • U shape design • Most flexible RI • Low incidence of transportation, preparation errors, and loss of working length Al-Madi, 491 Den 36
  • 37. Profile (Ben Johnson 1994) • Increased taper • Began as series 29 #0.02 taper, then #0.04 and 0.06 tapers • Profile (maillefer- Europe) manufactured tips similar to ISO • Negative rake angle Al-Madi, 491 Den 39
  • 38. • Coronally pre-enlarge • Use of Orifice shapers • Alternative use of #.04 and #.06 tapers as well as alternate tip sizes • Same basic technique for similarly designed files Al-Madi, 491 Den 40
  • 41. K3 (McSpadden) • Predecessors: Quantec • Unique cross sectional design with +ve rake angle, 3 wide radial lands, peripheral blade relief Al-Madi, 491 Den 47
  • 42. ProTaper (Cliff Ruddle, John West, Pierre Matchou) • Only 6 instruments • Modified k file with no radial lands • Varying taper that increase coronally in shaping files and opposite in finishing files Al-Madi, 491 Den 50
  • 44. Hybrid technique • Instruments can be used in a manner that promotes their individual strengths and avoids their weaknesses • Hand instruments secure a patent glide path • Tapered rotary instruments efficiently enlarge coronal canal areas • Less tapered instruments allow additional apical enlargement Al-Madi, 491 Den 56
  • 45. Newer Rotary Instruments? • Light Speed • Hero 642 • GT files • Quantec • Flexmaster • RaCe • V-Taper • Endo Sequence Al-Madi, 491 Den 57
  • 46. More information • Pathways of the Pulp 9th e-edition • Endodontics- Ingle 5th CD editon • Advanced Endodontics- Rhodes • Endodontics- Stock • JOE • IEJ • Company brochures & Videos • Internet Al-Madi, 491 Den 58
  • 47. How & Where to learn? • Read & understand the brochure- Don't be fooled! • Read the literature in textbooks and journals- Be an informed consumer. • Try on extracted teeth till you master the technique- try before you buy. Al-Madi, 491 Den 59