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HANDLING OF 
SURGICAL 
INSTRUMENTS 
Basic Orthopaedic Surgical Course 
5/10/13
Introduction 
• Surgical instrument = 
• specially designed tool or device for 
performing specific actions of carrying out 
desired effects during a surgery 
1. modifying biological tissue 
2. provide access for viewing
• 1. modifying biological tissue
• 2. provide access for viewing
Nomenclature 
1. Action it performs 
• scalpel, hemostat 
2. Inventor(s) name 
• Kocher forceps 
3. Compound scientific name related to 
type of surgery 
• Osteotome - tool used to perform osteotomy
Actions:Hemostatic Forceps 
• = clamps, artery forceps, hemostats 
• Purpose - to achieve hemostasis 
•Available in different lengths, curved and 
straight, serrated jaws or toothed ends 
• Examples - Mosquito, Kelly, Carmalt, 
Schnidt tonsil, Kocher
Actions:Soft Tissue Forceps 
• Similar to hemostats 
• Purpose – holding and retracting soft tissue 
for longer periods 
• Characteristics include fine teeth or ridges 
on the jaws to provide a more delicate grip 
without trauma to tissue 
• Examples –Allis Intestinal, Babcock 
Intestinal, Kocher Artery, Right Angle, 
Forester sponge forceps
Actions:Thumb Forceps 
• Do not have box locks or ring handles but 
rather have spring handles 
• Held closed by the thumb and finger 
pressure 
• Examples - Adson, Brown-Adson, Hudson, 
Dressing, Tissue Forceps with Teeth, 
Russian, Cushing, DeBakey
Actions: Needle Holders 
• Similar to hemostats but with smaller, 
shorter and thicker jaws 
•Available in a variety of lengths and styles 
and may be curved or straight 
• Needle holders have inserts in the jaw to 
prevent excessive wear of the instrument - 
tungsten carbide granules in a cobalt or 
other metallic paste
• Needle holders with tungsten carbide 
inserts have gold plated handles 
• The inserts can be replaced which prolongs 
the life of the needle holder and reduce the 
replacement 
• Examples - Mayo-Hegar, Crile-wood, 
Olsen-Hegar, Collier, Webster
Actions:Scissors 
• Curved scissors – used to cut and dissect 
tissue 
• Straight scissors - used for cutting sutures and 
any tissue when a smooth, straight cut is 
desired, such as a damaged nerve or blood 
vessel 
• Scissors can be used for probing, dissecting, 
and spreading tissue 
• Should never be used to cut paper or tubing - 
bandage scissors may be utilized for this 
purpose
• Scissors may also have tungsten carbide 
cutting edges which provide finer cutting 
with longer lasting wear 
• Scissors with tungsten carbide inserts are 
identified by gold plated ring handles 
• Examples - Mayo scissors, Metzenbaum 
(Metz) scissors, Iris (dissecting) scissors
Actions:Retractors 
• Purpose - used for holding the incision open to 
provide exposure to the surgical site 
• The use of specific retractors depend on the 
type of surgical procedure being performed 
• Smaller types - held by fingers or hand retract 
skin and subcutaneous tissue in shallow 
surgical areas 
• Larger, heavier types - retract muscle tissue 
and organs in deeper surgical sites
•Some retractors are held in place by an 
assistant 
• Self-retaining retractors require no 
assistant - held open by their own action 
and may be used in conjunction with the 
hand held retractors 
• Examples - Richardson-Eastman, Mayo, 
Jansen Mastoid, Weitlaner, Cerebellum, 
Gelpi, Volkman Rake, Green Goiter, Army- 
Navy, Deaver
Actions: Others 
• Suction tubes 
• Biopsy needles 
• Knife handles
Basic instruments handling 
• Basic principles: 
• safety 
• economy of movement 
• relaxed handling 
• avoid awkward movements
• Use of surgical instruments 
• To facilitate doing surgery, not make surgery 
more difficult! 
• Proper use of the right surgical instruments 
will reduce tissue damage and mishaps 
• If held improperly will hinder movements 
and its use 
• Sharp edges are fine and smooth to prevent 
unnecessary tissue damage 
• Damage to surgical instruments are most 
often caused by doctors : 
1. Improper use 
2. Poor handling
• Scalpel
• Scalpel should be held 
with the handle in the 
anatomical snuffbox 
(like holding a pen) 
• Allows short, fine, 
precise incisions 
• Skin is stabilized by 
exerting tension with 
the opposite hand 
• Thumb is placed on one 
side of the cut with the 
other fingers placed on 
the opposite side
Wrong way. The 
grip is unstable.
• Handle with great care as blades are 
very sharp 
• Practise attaching and detaching the 
blade using a haemostat - Never handle 
the blade directly! 
• Always pass the scalpel in a kidney dish 
- Never pass the scalpel point first 
across the table
• Needle
• Needle should be held 
two-thirds of the way 
from the tip 
• Holding too close to the 
tip will blunt the needle 
and may not allow 
enough length for the 
needle tip to emerge 
from the tissue 
• Holding too close to the 
suture will make the 
needle unstable
• Scissors 
• Insert the thumb and ring 
finger into the rings of the 
scissors so that just the 
distal phalanges are 
within the rings 
• Any further advancement 
of the fingers will lead to 
clumsy handling and 
difficulty in extricating the 
fingers at speed 
• Use the index finger to 
steady the scissors by 
placing it over the joint
• When cutting tissues 
or sutures, especially 
at depth, it often helps 
to steady the scissors 
over the index finger of 
the other hand 
• Cut with the tips of the 
scissors for accuracy 
rather than using the 
crutch which will run 
the risk of damaging 
tissues beyond the 
item being divided and 
will also diminish 
accuracy
• Dissecting Forceps 
• Hold gently between 
thumb and fingers, the 
middle finger playing the 
pivotal role 
• 2 main types of forceps 
are available: toothed for 
tougher tissue such as 
fascia or skin, and non-toothed 
(atraumatic) for 
delicate tissues such as 
bowel and vessels 
• Never crush tissues with 
the forceps but use them 
to hold or manipulate 
tissues with great care 
and gentleness
•Haemostats (artery forceps) 
• Hold haemostats in a similar manner to scissors 
• Place on vessels using the tips of the jaws 
• Secure position using the ratchet lock 
• Learn to release the haemostat using either hand 
• For the right hand, hold the forceps as normally, 
then gently further compress the handles and 
separate them in a plane at right angles to the 
plane of action of the joint
• For the left hand, hold 
the forceps with the 
thumb and index finger 
grasping the distal ring 
and the ring finger 
resting on the under 
surface of the near ring 
• Gently compress the 
handles and separate 
them again at right 
angles to the plane of 
action
• Electrocautery 
• Hold the electrocautery 
instrument in a modified 
pencil grip between the 
thumb, middle and ring 
fingertips (Chinese 
calligraphy grip) 
• Leave the index finger 
free as a “trigger finger” 
• Coagulation is done with 
the tip of the instrument 
perpendicular to the 
wound
THANK YOU

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Handling of surgical instruments

  • 1. HANDLING OF SURGICAL INSTRUMENTS Basic Orthopaedic Surgical Course 5/10/13
  • 2. Introduction • Surgical instrument = • specially designed tool or device for performing specific actions of carrying out desired effects during a surgery 1. modifying biological tissue 2. provide access for viewing
  • 3. • 1. modifying biological tissue
  • 4.
  • 5. • 2. provide access for viewing
  • 6. Nomenclature 1. Action it performs • scalpel, hemostat 2. Inventor(s) name • Kocher forceps 3. Compound scientific name related to type of surgery • Osteotome - tool used to perform osteotomy
  • 7. Actions:Hemostatic Forceps • = clamps, artery forceps, hemostats • Purpose - to achieve hemostasis •Available in different lengths, curved and straight, serrated jaws or toothed ends • Examples - Mosquito, Kelly, Carmalt, Schnidt tonsil, Kocher
  • 8. Actions:Soft Tissue Forceps • Similar to hemostats • Purpose – holding and retracting soft tissue for longer periods • Characteristics include fine teeth or ridges on the jaws to provide a more delicate grip without trauma to tissue • Examples –Allis Intestinal, Babcock Intestinal, Kocher Artery, Right Angle, Forester sponge forceps
  • 9. Actions:Thumb Forceps • Do not have box locks or ring handles but rather have spring handles • Held closed by the thumb and finger pressure • Examples - Adson, Brown-Adson, Hudson, Dressing, Tissue Forceps with Teeth, Russian, Cushing, DeBakey
  • 10. Actions: Needle Holders • Similar to hemostats but with smaller, shorter and thicker jaws •Available in a variety of lengths and styles and may be curved or straight • Needle holders have inserts in the jaw to prevent excessive wear of the instrument - tungsten carbide granules in a cobalt or other metallic paste
  • 11. • Needle holders with tungsten carbide inserts have gold plated handles • The inserts can be replaced which prolongs the life of the needle holder and reduce the replacement • Examples - Mayo-Hegar, Crile-wood, Olsen-Hegar, Collier, Webster
  • 12. Actions:Scissors • Curved scissors – used to cut and dissect tissue • Straight scissors - used for cutting sutures and any tissue when a smooth, straight cut is desired, such as a damaged nerve or blood vessel • Scissors can be used for probing, dissecting, and spreading tissue • Should never be used to cut paper or tubing - bandage scissors may be utilized for this purpose
  • 13. • Scissors may also have tungsten carbide cutting edges which provide finer cutting with longer lasting wear • Scissors with tungsten carbide inserts are identified by gold plated ring handles • Examples - Mayo scissors, Metzenbaum (Metz) scissors, Iris (dissecting) scissors
  • 14. Actions:Retractors • Purpose - used for holding the incision open to provide exposure to the surgical site • The use of specific retractors depend on the type of surgical procedure being performed • Smaller types - held by fingers or hand retract skin and subcutaneous tissue in shallow surgical areas • Larger, heavier types - retract muscle tissue and organs in deeper surgical sites
  • 15. •Some retractors are held in place by an assistant • Self-retaining retractors require no assistant - held open by their own action and may be used in conjunction with the hand held retractors • Examples - Richardson-Eastman, Mayo, Jansen Mastoid, Weitlaner, Cerebellum, Gelpi, Volkman Rake, Green Goiter, Army- Navy, Deaver
  • 16. Actions: Others • Suction tubes • Biopsy needles • Knife handles
  • 17. Basic instruments handling • Basic principles: • safety • economy of movement • relaxed handling • avoid awkward movements
  • 18. • Use of surgical instruments • To facilitate doing surgery, not make surgery more difficult! • Proper use of the right surgical instruments will reduce tissue damage and mishaps • If held improperly will hinder movements and its use • Sharp edges are fine and smooth to prevent unnecessary tissue damage • Damage to surgical instruments are most often caused by doctors : 1. Improper use 2. Poor handling
  • 20. • Scalpel should be held with the handle in the anatomical snuffbox (like holding a pen) • Allows short, fine, precise incisions • Skin is stabilized by exerting tension with the opposite hand • Thumb is placed on one side of the cut with the other fingers placed on the opposite side
  • 21. Wrong way. The grip is unstable.
  • 22. • Handle with great care as blades are very sharp • Practise attaching and detaching the blade using a haemostat - Never handle the blade directly! • Always pass the scalpel in a kidney dish - Never pass the scalpel point first across the table
  • 24. • Needle should be held two-thirds of the way from the tip • Holding too close to the tip will blunt the needle and may not allow enough length for the needle tip to emerge from the tissue • Holding too close to the suture will make the needle unstable
  • 25. • Scissors • Insert the thumb and ring finger into the rings of the scissors so that just the distal phalanges are within the rings • Any further advancement of the fingers will lead to clumsy handling and difficulty in extricating the fingers at speed • Use the index finger to steady the scissors by placing it over the joint
  • 26. • When cutting tissues or sutures, especially at depth, it often helps to steady the scissors over the index finger of the other hand • Cut with the tips of the scissors for accuracy rather than using the crutch which will run the risk of damaging tissues beyond the item being divided and will also diminish accuracy
  • 27. • Dissecting Forceps • Hold gently between thumb and fingers, the middle finger playing the pivotal role • 2 main types of forceps are available: toothed for tougher tissue such as fascia or skin, and non-toothed (atraumatic) for delicate tissues such as bowel and vessels • Never crush tissues with the forceps but use them to hold or manipulate tissues with great care and gentleness
  • 28. •Haemostats (artery forceps) • Hold haemostats in a similar manner to scissors • Place on vessels using the tips of the jaws • Secure position using the ratchet lock • Learn to release the haemostat using either hand • For the right hand, hold the forceps as normally, then gently further compress the handles and separate them in a plane at right angles to the plane of action of the joint
  • 29. • For the left hand, hold the forceps with the thumb and index finger grasping the distal ring and the ring finger resting on the under surface of the near ring • Gently compress the handles and separate them again at right angles to the plane of action
  • 30. • Electrocautery • Hold the electrocautery instrument in a modified pencil grip between the thumb, middle and ring fingertips (Chinese calligraphy grip) • Leave the index finger free as a “trigger finger” • Coagulation is done with the tip of the instrument perpendicular to the wound