IP Library Granted Patent US 12,527,602
Granted Patent B2
US 12,527,602 · App. 17/750,153 · Granted Jan 20, 2026

Operational optimization of closure thread form load and stab flank slope angles

Inventors: Roger P. Jackson (Prairie Village, KS); James L. Surber (Kansas City, KS)
A61B17/7002A61B17/683A61B17/7032A61B17/7035A61B17/7052A61B2090/037
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Quick Facts
Patent No.
US 12,527,602
App. No.
17/750,153
Granted
Jan 20, 2026
Kind
B2
Abstract

A method for securing an elongate rod to a spinal fixation structure having a receiver and a threaded closure. The method includes providing the elongate rod, the receiver, and the closure. The closure includes a thread form having a stab flank, a loading flank, an outer crest surface with a crest height, and a root surface. The thread form also includes a base height that is greater than the crest height.

Claims (24)

1 . A method for securing an elongate rod to a spinal fixation structure comprising a receiver with an open channel and a threaded closure for controlling splaying apart of upright arms of the receiver, the method comprising:

providing the elongate rod;

providing the receiver having a central axis and including a pair of upright arms defining the open channel therebetween configured to receive the elongate rod, each of the pair of arms includes an inner surface with a discontinuous helically wound thread formed therein with a load flank having a first linear surface portion, the pair of upright arms tending to splay apart from each other when subject to an axial load;

providing the threaded closure having a central axis, a cylindrical body including a top end having a top surface, a bottom end having a bottom surface opposite the top surface, a central internal drive structure extending into the top end, and an outer continuous helically wound thread formed thereon and including a load flank having a second linear surface portion defined between an inner end and an outer end thereof with a slope angle sloping toward the top end of the cylindrical body or extending radially outward substantially perpendicular to the central axis, a stab flank having a third linear surface portion defined between an inner end and an outer end thereof with a slope angle sloping toward the top end of the cylindrical body, a root surface defining an outer surface of the cylindrical body, a cylindrical crest surface extending parallel with respect to the central axis and defining an outermost surface of the helically wound thread, an outer thread height defined as a vertical distance adjacent to the crest surface, a thread depth defined as a horizontal distance between the root surface and the cylindrical crest surface, and a thread pitch defined as a vertical distance from a location on the crest surface of one helically wound thread to the same location on an adjacent helically wound thread, the outer thread height being substantially equal to the thread depth,

wherein the bottom surface of the bottom end of the cylindrical body of the threaded closure is configured to engage the elongate rod positionable within the open channel of the receiver;

receiving the elongate rod in the open channel of the receiver; and

engaging, with the threaded closure, the elongate rod within the open channel of the receiver so as to provide for a controlled splaying apart of the pairs of upright arms with axial loading by the threaded closure.

2 . The method of claim 1 , wherein the helically wound thread formed in the receiver includes a stab flank and a root surface that are spaced apart from the stab flank and the crest surface of the closure, respectively, when the elongate rod is locked in the channel be the closure.

3 . The method of claim 1 , wherein the root surface extends between an upper radiused surface communicating with the load flank and a lower radiused surface communicating with the stab flank.

4 . The method of claim 1 , wherein the root surface is parallel with respect to the central axis of the closure and helically wound around the cylindrical body of the closure.

5 . The method of claim 1 , wherein the outer continuous helically wound thread further comprises a toe defined between the first linear portion of the load flank and the crest surface, the toe angling upward from the first linear portion of the load flank.

6 . The method of claim 1 , wherein the bottom surface of the bottom end of the closure end includes a central nub protruding downward therefrom.

7 . The method of claim 1 , further comprising a shank configured to be received in the receiver.

8 . The method of claim 1 , wherein a ratio of the thread depth over the base height is less than one.

9 . The method of claim 1 , wherein controlled splaying apart of the pairs of upright arms with axial loading by the threaded closure is permitted.

10 . The method of claim 9 , wherein controlled splaying apart of the pairs of upright arms with axial loading by the threaded closure is permitted up until locking engagement is achieved.

11 . The method of claim 10 , wherein locking engagement is achieved when corresponding splay control ramps of the receiver and the threaded closure, respectively, come into engagement.

12 . A method for securing an elongate rod to a spinal fixation structure comprising a receiver and a threaded closure for controlled splay allowance, the method comprising:

providing the receiver having a central axis and including a pair of arms defining an open channel therebetween, each of the pair of arms includes an inner surface with a discontinuous helically wound thread formed therein with a load flank having a first linear surface portion, the pair of arms tending to splay apart from each other when subject to an axial load;

providing the threaded closure having a central axis, a cylindrical body including a top end having a top surface, a bottom end having a bottom surface opposite the top surface, a central internal drive structure extending into the top end, and an outer continuous helically wound thread formed thereon and including a load flank having a second linear surface portion defined between an inner end and an outer end thereof with a slope angle sloping toward the top end of the cylindrical body or extending radially outward substantially perpendicular to the central axis, a stab flank having a third linear surface portion defined between an inner end and an outer end thereof with a slope angle sloping toward the top end of the cylindrical body, a root surface defining an outer surface of the cylindrical body, a cylindrical crest surface extending parallel with respect to the central axis and defining an outermost surface of the helically wound thread, an outer thread height defined as a vertical distance adjacent to the crest surface, a thread depth defined as a horizontal distance between the root surface and the cylindrical crest surface, and a thread pitch defined as a vertical distance from a location on the crest surface of one helically wound thread to the same location on an adjacent helically wound thread, the outer thread height being substantially equal to the thread depth,

wherein the bottom surface of the bottom end of the cylindrical body of the threaded closure is configured to engage the elongate rod positionable within the open channel of the receiver;

positioning an elongate rod in the open channel of the receiver; and

threadably advancing the threaded closure in the open channel of the receiver thereby exerting an axial load on the elongate rod, the axial load causing the first linear surface portion to frictionally engage and slide on the second linear surface portion thereby causing the pair of arms to splay a controlled amount until the splaying thereby ceases.

13 . The method of claim 12 , wherein the load flank of the outer continuous helically wound thread of the closure further comprises a closure splay control ramp, the load flank of the discontinuous helically wound thread of the receiver further comprises a receiver splay control ramp, and wherein the splaying thereby ceases by the receiver splay control ramp frictionally engaging the closure splay control ramp.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 20, 2022
From: SURBER, JAMES L.
To: JACKSON, ROGER P.
Reel/Frame 059976/0712 →
Continuity (8)
Continuation 16905621 · Jun 18, 2020
Continuation 16391049 · Apr 22, 2019
Continuation 15689080 · Aug 29, 2017
Continuation 14567217 · Dec 11, 2014
Continuation 14086728 · Nov 21, 2013
Provisional Application 61851300 · Mar 5, 2013
Provisional Application 61796859 · Nov 21, 2012
Related Publication 20220354540A1 · Nov 10, 2022
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US 8956361B2 · Davenport et al. · 2015 [cited by applicant]
US 20040049196A1 · Jackson · 2004 [cited by examiner]
US 20040167523A1 · Jackson · 2004 [cited by examiner]
US 20040167524A1 · Jackson · 2004 [cited by examiner]
US 20050267478A1 · Corradi · 2005 [cited by examiner]