Testing standard

ASTM F2077 Intervertebral Body Fusion Device Testing

Standard Test Methods for Intervertebral Body Fusion Devices

Written and technically reviewed by Dak System Inc. engineeringLast reviewed

ASTM F2077 is a set of test methods for intervertebral body fusion device assemblies — static and dynamic compression, compression-shear and torsion. Its stated purpose is to provide a basis for mechanical comparison between devices, including devices intended for different spinal levels, rather than to predict clinical performance.

At a glance

Test type
Shear
Published by
ASTM
Edition
F2077-22

From the test method to your testing system

Explore the DAK machines already listed for ASTM F2077, then review the grips, measurement and setup requirements below.

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01Understand the method

What the test does

An intervertebral body fusion device is seated between test blocks made to reproduce how it sits in the intradiscal space, and loaded in one of three modes — axial compression, compression-shear, or torsion — either statically to a defined endpoint or dynamically to a defined run-out. The static tests yield a yield load, an ultimate load and a stiffness, determined from the load-displacement curve by the method's own construction rules. The dynamic tests yield the maximum load at which the device survives to the run-out cycle count. All are reported for a stated spinal level: lumbar, thoracic or cervical.

What it measures, and why it matters

A basis for comparison, which is what the standard says of itself. Its purpose is to let past, present and future non-biologic device assemblies be measured on common terms, including devices intended for different spinal levels and applied by different methods. That is a real and useful thing, and it is not a prediction of clinical behaviour — a submission that reads it as one is claiming more than the method supports. Compression-shear matters particularly, because pure axial compression is a friendlier load case than the spine actually applies, and many devices fail under the combination at loads they survive alone.

02Prepare the specimen and test settings

What is compared

The standard exists so that a new device can be measured against past and present ones on the same terms.

Axial compression
Static and dynamicThe dominant load on a device sitting in the disc space.
Compression-shear
Static and dynamicCompression combined with a shear component, which is where many devices actually fail.
Torsion
Static and dynamic
Spinal levels
Lumbar, thoracic and cervicalLoads differ by an order of magnitude between cervical and lumbar, so the load cell is chosen for the level.
Scope
Non-biologic device assemblies
Photograph and section failed devices
Not just record the cycle countDakWhere a device cracked tells the designer far more than when it did.

The standard says it provides a basis for mechanical comparison among past, present and future device assemblies. It does not claim to predict how a device will behave in a patient, and a submission that reads it that way is overreaching.

Test speed

Static — axial compression and compression-shear
Position control at a rate not exceeding 25 mm/min, to functional or mechanical failureA ceiling rather than a target: a slower run is compliant, a faster one is not.
Static — torsion
Position control at a rate not exceeding 60°/min, to functional or mechanical failure
Dynamic — run-out
5 000 000 cyclesThe method defines the maximum run out force or moment as the largest force or moment at which every construct tested survives 5 000 000 cycles without functional or mechanical failure. The regulatory guidance for these devices adopts the same endpoint. Quote the load and this cycle count together or the claim cannot be read.
Dynamic — frequency
Chosen by the investigator and reported; 1 Hz or less where a simulated in-vivo saline bath at 37 °C is usedNo single mandatory frequency is set for dry testing. The 1 Hz figure applies to the simulated in-vivo case, because a specimen warmed and wetted to body conditions cannot be cycled at a dry-test rate without changing what is being measured.
Test blocks
To the geometry the device requires
Verify dynamic force at frequency
Not only staticallyDakA frame calibrated at zero speed can under-deliver load at test frequency, and every cycle in the run inherits the error.

03Build the test setup on a DAK machine

What the machine must be capable of

Static and dynamic loading in three modes, with capacity chosen for the spinal level rather than for the frame — cervical devices are tested at a small fraction of lumbar loads, and a load cell sized for the larger will not resolve the smaller with any traceable accuracy. Dynamic testing needs force verified at the test frequency and waveform, not only under static calibration: a frame that under-delivers at speed passes that error into every one of several million cycles, and nothing in the record reveals it afterwards.

The static rate is a figure, not a judgement: force and moment are applied under position control at not more than 25 mm/min for axial compression and compression-shear, or 60°/min for torsion, until the assembly reaches functional or mechanical failure. Both are ceilings, so a slower run is compliant and a faster one is not.

The dynamic side is governed by the run-out rather than by a single frequency. The maximum run-out force or moment is defined as the largest force or moment at which every construct tested survives 5 000 000 cycles without functional or mechanical failure — the same endpoint the regulatory guidance adopts, and the number that must appear beside any fatigue load quoted from this method. Frequency is chosen by the investigator and reported; the one figure the method attaches to it covers the simulated in-vivo case, where a saline bath at 37 °C is directed to run at 1 Hz or less, since a specimen warmed and wetted to body conditions cannot be cycled at a dry-test rate without changing what is measured.

Grips and fixtures for this method

Direct compression fixture platens
5 to 400 kNTJ-125

Direct Compression Fixture

A direct compression arrangement carries the test blocks; the blocks themselves are made to the geometry the device requires and are part of the test set-up rather than a standard accessory.

Specifications
Self-identifying

Load Cells

A load cell matched to the device's rating rather than to the frame — cervical devices are tested at a small fraction of lumbar loads.

Specifications

Running ASTM F2077 on the Series 7200 and Series 9000

Dak verifies against whichever standard the method names, and where a class applies our frames sit a class tighter than it asks.

The method asks forDak supplies
CapacityWide — cervical devices are tested at a small fraction of the loads applied to lumbar onesLoad cells from 1 kg to 60 ton on the Series 7200, and 0.5 to 100 kN on the Series 9000
Force accuracyASTM E4 for the static tests, with dynamic force verification for the fatigue testsVerified to ASTM E4, and to ISO 7500-1 Class 0.5
GrippingTest blocks holding the device as it would sit in the disc space, for compression, compression-shear and torsionOur compression anvils, built to the specimen
Environment23 ± 2 °C standard laboratory atmosphere3009 series chambers, −150 °C to +400 °C — temperature only

04Run the test

How the test runs

  1. Identify the spinal level and the loading modes the submission requires.
  2. Make test blocks to the geometry the device needs, reproducing its seating in the disc space.
  3. Select a load cell matched to the level, not to the frame's capacity.
  4. Verify static force accuracy, and dynamic force at the test frequency.
  5. Assemble the device between the blocks in the specified orientation.
  6. For static tests, load at the controlled rate to the defined endpoint.
  7. Determine yield load, ultimate load and stiffness by the method's construction rules.
  8. For dynamic tests, cycle at the chosen load to the defined run-out.
  9. Record survival or the cycle at which failure occurred.
  10. Photograph and, where useful, section failed devices.
  11. Report the loading mode, spinal level, block geometry and run-out with every value.

05Calculate, report and interpret

Calculations

Static results

Yield load, ultimate load and stiffness from the load-displacement curve

Defined on the curve by the method's own construction rules, not by inspection.

Dynamic results

The maximum load at which the device survives to run-out

Reported with the run-out cycle count and the loading mode. A fatigue figure without both is not interpretable.

Comparison basis

Same loading mode, same spinal level, same test block geometry

Comparing across any of those three is comparing set-ups rather than devices.

What the report has to contain

  • Reference to ASTM F2077 and the edition
  • Device identification, material and size
  • Intended spinal level
  • Test block material and geometry, and how the device seated
  • Loading mode — compression, compression-shear or torsion
  • Static rate, or dynamic frequency and waveform
  • Yield load, ultimate load and stiffness for static tests
  • Load and cycle count for dynamic tests, with the run-out defined
  • Failure mode and location, with photographs
  • How dynamic force was verified

What goes wrong in practice

Quoting a fatigue load without the run-out cycle count, which makes the claim uninterpretable — surviving a million cycles and surviving ten million at the same load are different statements. Comparing devices tested on different block geometries. Verifying force only statically. Recording the cycle at which a device failed without photographing or sectioning it, when where it cracked tells the designer far more than when. And presenting the results as evidence of clinical performance rather than of mechanical comparison.

06Compare methods and find answers

ASTM F2077 or ASTM F2267

ASTM F2077ASTM F2267
MeasuresStrength and fatigue of the deviceSubsidence of the device into the block
FailureThe device breaksThe device sinks in
LoadingCompression, compression-shear, torsionStatic axial compression
Run togetherUsuallyUsually

A device can be strong enough not to break and still sink into the vertebral body. The two methods answer different halves of the same design question and appear together in submissions.

Questions we are asked about this test

What is ASTM F2077?

It is a set of test methods for intervertebral body fusion device assemblies — the cages placed between vertebral bodies to promote fusion. It covers static and dynamic testing in axial compression, compression-shear and torsion, for devices intended for the lumbar, thoracic and cervical spine. The current designation is ASTM F2077-22.

Does it predict how the device will perform in a patient?

No, and the standard is explicit about it. Its stated purpose is to provide a basis for mechanical comparison among past, present and future non-biologic device assemblies, including devices intended for different spinal locations and applied by different methods. It puts devices on common terms so that a new one can be judged against what already exists. Reading it as a clinical performance prediction overreaches what the method claims.

Why is compression-shear tested separately from compression?

Because pure axial compression is a friendlier load case than what a device actually experiences. The spine flexes and the disc space is wedge-shaped, so a cage sees compression combined with a shear component that tries to slide it out of position and loads its features asymmetrically. Many devices fail under that combination at loads they survive comfortably in pure compression, which is why both are specified.

What are the test blocks and why do they matter so much?

They are the surfaces the device is seated between, standing in for the vertebral bodies. They are made to suit the device's geometry rather than bought as a stock accessory, and they define how load enters it — a block that supports the whole footprint loads the device quite differently from one that contacts only its rim. Because of that, results are comparable only between tests using the same block geometry, which is why the geometry belongs in the report.

What is run-out and why must the cycle count be reported?

Run-out is the number of cycles at which a surviving device is declared to have passed, and this method names it: 5 000 000. The maximum run out force or moment is defined as the largest force or moment at which every construct tested survives 5 000 000 cycles without functional or mechanical failure, and the regulatory guidance for these devices uses the same endpoint. It still has to be written beside the load, because run-out is a property of the test rather than of the device — surviving one million cycles and surviving five million at the same load are very different claims. Load, cycle count and loading mode belong together on every dynamic figure.

Why verify dynamic force separately from static calibration?

Because a frame calibrated at zero speed can under-deliver load at test frequency, and in a fatigue test that error is inherited by every one of several million cycles. Static verification alone cannot detect it. Verifying the force actually applied at the frequency and waveform of the test is what makes the reported load a real one rather than a commanded one.

How does this relate to ASTM F2267?

They answer different halves of the same design question. F2077 asks whether the device is strong enough not to break, statically and in fatigue. F2267 measures subsidence — whether the device sinks into the material supporting it under static axial compression. A cage can be entirely strong enough and still subside into the vertebral body, losing the disc height it was placed to restore, so both usually appear in the same submission.

The test it standardises

Industries that test to it

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