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SURVEYING, PATH OF INSERTION, 
GUIDING PLANES 
Dr. Razan Al-Mghawich
DEFINITIONS 
• SURVEY LINE is a line produced on a cast by a surveyor 
or scribe marking the greatest prominence of Height of 
contour in relation to the selected & planned path of 
insertion of a restoration 
The survey line divide the tooth to suprabuldge occlusaly and 
infrabuldge cervically 
The infrabulge is the undercut 
These undercuts are where the retentive tip is placed to retain the 
prostheses from displacement 
Uses of the survey line: 
Determine the position of the clasps and the retentive areas 
Determine the position of the reciprocal arm 
Determine the position of the guiding planes and the proximal plates
PATH OF INSERTION 
• The path followed by the prosthesis from its first contact with the teeth until it is fully seated. This path 
coincides with the path of withdrawal and may or may not coincide with the path of displacement 
• There may be a single path or multiple paths 
multiple path exists for example : 
where the abutment teeth are divergent 
or where point contacts between the 
saddle of the denture and the abutment teeth. 
multiple single
SELECTING THE PATH OF INSERTION 
• How to find it ? Where is it ? How to determine it ? which one we want? 
• Usually the dentist selects the path of insertion 
• imagine how the patient will put in the prostheses 
• How the prosthesis is seated in its final position
SELECTING THE PATH OF INSERTION 
• We usually assume the path of insertion is rotational with an end position almost at right angle 
or perpendicular to the plane of occlusion;10 degrees more or less 
Path of 
insertion 
Occlusal 
plane 
Path of insertion
PATH OF DISPLACEMENT 
This is the direction in which the 
prostheses tend to be displaced or 
dislodged from its position during 
function. 
As the path of insertion this path 
is variable but is assumed for the 
purpose of design to be at right 
angles to the occlusal plane.
SINGLE PATH OF INSERTION 
AND DISPLACEMENT 
• Our goal is to have a single path of insertion & displacemnt : 
• It helps in equalizing retention 
• It directs forces along long axes of teeth 
• It aids in bracing and cross-arch Stabilization 
• Helps to Minimizes torque on abutments 
• Allows removal without encountering interferences 
• Provides frictional retention
SINGLE PATH 
• The way to restrict the denture to a single path of placement and displacement is to prepare 
the teeth ; creating guide planes on them 
• These guide planes will restrict the prosthesis to be placed in and dislodged in only a single 
path and they will prevent the movement of the denture in any other path 
• That’s why they should be parallel to each other and parallel to the selected path of placement 
and displacement , which is usually almost at right angle with the occlusal plane 
Guiding planes guiding 
the prosthesis to be 
Guiding planes on the teeth seated 
parallel and opposing each other
SURVEYING PROCEDURE 
• This may be divided into the following distinct phases: 
• • Preliminary visual assessment of the study cast. 
• • Initial survey. 
• • Analysis. 
• • Final survey. 
• Preliminary visual assessment of the study cast this stage has been described as ‘eyeballing’ 
the cast and is a useful before the initial surveying. The cast is held in the hand, checked and 
inspected from above. The general form and arrangement of the teeth and ridge can be 
observed, any obvious problems noted and an idea obtained as to whether or not a tilted 
survey should be employed
1- INITIAL SURVEY 
• The cast is positioned with the occlusal plane relatively horizontal. 
• This is called the zero tilt surveying 
• The teeth and ridges are then surveyed 
• Place analyzing rod against abutments 
• Contact point is Height of Contour 
• Below is infrabulge the retentive undercut that we want 
• Above is suprabulge
A- As we said the survey line is parallel to a line that is at right angle with the occlusal plane which 
ideally would be the path of insertion and the path of displacement 
B- If we prepare guide planes according to the initial survey line in assumption that it’s a good fit for 
the design, this will make this survey line at right angle with the path of insertion 
C- And if we engaged the undercuts created by it with retentive arms they will retain the RPD from 
being displaced in this path, which will make the survey line at a right angle with a path of 
displacement 
•From points A, B , C we accomplished a survey line that defined the guiding planes and the retentive 
undercuts and we restricted the path of insertion and displacement to one 
•But what if there is no enough undercuts for retention what should we do ?? 
• that is why we need to analyze this initial survey line to see if it will help us to get a good design for 
the RPD
2- ANALYSIS 
• So after creating the initial survey line on the teeth and associated tissues ,it should be inspected 
• The position of the survey lines and the variations in the horizontal extent of undercut associated 
with them should be noted 
• The amount of undercut can be judged approximately from the size of the ‘triangle of light’ 
between the marker and the cervical part of the tooth, or measured more precisely by using an 
undercut gauge. 
• An assessment can then be made as to whether the horizontal extent of undercut is sufficient for 
retention purposes
2- ANALYSIS 
• An RPD can be designed on a cast which has been surveyed with the occlusal plane horizontal (ie 
so that the path of insertion equals the path of displacement). 
• However, there are occasions when tilting of the cast is indicated so that the paths of insertion 
and displacement differ. 
• Before deciding if the cast should be tilted for the final survey the graphite marker in the surveyor 
is changed for an analyzing rod so that various positions of the cast can be examined without 
marking the teeth. 
• The analysis of the cast continues with the occlusal plane horizontal and the following aspects, 
one or more of which might necessitate a final survey with the cast tilted, are considered: 
• • Appearance. 
• • Interference. 
• • Retention.
3- FINAL SURVEY LINE 
• So the tilt of the cast is modified in certain cases to get a different survey line (the final survey 
line) 
• We use a different color marker 
• The final tilt is rarely more than 10 degrees from the horizon 
• It should be noted that usually the teeth to be clasped have two separate survey lines which 
cross each other. In order to obtain optimum retention it is necessary to understand how to 
position the clasps correctly in relation to the two survey lines
• 1- Modify tilt if necessary 
• Esthetics is a problem 
• Minimize display of clasps, metal components
FINAL SURVEY LINE 
• Modify tilt : 
• to obtain maximum parallelism 
• Heights of contour are at relatively same 
position occluso-gingivally 
• Equal amounts of undercut for retention
• Modify tilt if necessary 
• Soft tissue interferences 
• Minimize severe tooth & soft tissue interferences
TRIPODING IS MARKING THE CAST IN 3 
DIFFERENT POSITIONS TO DETERMINE THE TILT 
USED
SELECTING THE RETENTIVE UNDERCUTS 
• After the final survey line, and determining the path of displacement 
• Retentive undercuts should be selected in relative to this path 
• The retentive undercuts should be equalized in size and angle 
• Retentive arm has a different path of escapement than guiding plane, so it must flex during 
removal 
• Ideally, retentive arms should oppose each other on opposite sides of the arch 
• Retentive tip should usually be designed to be placed in the gingival 1/3
OPTIMAL PATH OF INSERTION 
• Definition :Two or more parallel axial surfaces on abutment teeth which can be used to limit 
the path of insertion and improve the stability of RPD. 
• Note: Guide surfaces may occur naturally on teeth parallel to ath of insertion ,in this case no 
preperation is needed 
• but more commonly need to be prepared, and the should be: 
• Flat surfaces parallel to path of insertion 
• Control & limit movement of RPD 
• Initial contacts for RPD 
• Stabilizing the RPD against the retentive clasp
IDEAL GUIDE PLANES 
• parallel to each other 
• directly opposing each other 
• Prepared on several teeth 
• Cover a large surface area
GUIDING PLANE PREPARATION 
• We also prepare Where rigid components contact 
abutments 
• Proximal Plates 
• Bracing Arms 
• Rigid portions of Retentive Arms
GUIDING PLANE DIMENSIONS 
1/3 of the bucco-lingual width 
Around 2-4 mm from the marginal ridge cervically 
Round 
Axial Line 
Angles 
2-4 mm 
1/2-1/3 
height 
4 mm 
2-
EFFECTS OF GUIDING PLANES ON 
RETENTION & STABILITY 
• Minimize the need for retention 
• Maintains Retention 
• Stabilizing Teeth 
Use short guideplanes on Class I & II 
Use long guideplanes on Class III & IV
ASSESSING GUIDING PLANES 
Proximal 
View 
Facial 
View 
Carbon 
Markings 
IIddeeaall AAcccceeppttaabbllee Too 
Divergent 
Divergent 
Too 
Too 
Short 
Ideal Ideal Too 
Short
PREPARING GUIDE PLANES INTRA-ORALLY 
Use Surveyor to Align Bur Intra-orally 
Long Cylindrical Carbide or Diamond (8837K 014) 
Polish Prepared Surfaces with Rubber wheels or points 
8837K-014
OTHER USES OF A SURVEYOR 
• Blocking out undesirable undercuts 
• Ensures the framework is not cast in an undercut
ABUTMENT MODIFICATIONS 
• After the final survey ,RPD Designed ,and preparing the Guide planes, there 
might be areas that has no undercuts or the guide planes that we have are not 
satisfactory, so we can alter the axial contour in 2 ways : 
• Lower heights of contour to eliminate interferences & improve esthetics 
• Create undercuts if absolutely necessary (raising heights of contour)
MODIFICATION OF ABUTMENTS 
• Lowering Heights of Contour 
• Rigid elements contacting 
abutments 
• Improve esthetics 
• Prepare guiding planes - most 
efficient method to lower
MODIFICATION OF ABUTMENTS 
• Raising Heights of Contour 
• Insufficient retention in gingival 1/3 (undercut 
must be least 1mm from gingiva) 
• Preparing an undercut using a bur 
• Adding composite above to create undercut
PREPARING RETENTIVE UNDERCUT 
• Axial surface of the preparation must be parallel to the path of insertion 
• Follows the shape, design and path of the selected retentive tip 
• Axial surface must be close to parallel the path of insertion 
X
PARTS OF A SURVEYOR 
• Surveying Table
PARTS OF A SURVEYOR 
• Surveying Arm
PARTS OF A SURVEYOR 
• Analyzing Rod
PARTS OF A SURVEYOR 
• Surveying Tools 
• Carbon Markers
UNDERCUT GAUGES
PARTS OF A SURVEYOR 
• Surveying Tools 
• Wax Trimmer

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removable partial denture survey lines, path of insertion, guide planes

  • 1. SURVEYING, PATH OF INSERTION, GUIDING PLANES Dr. Razan Al-Mghawich
  • 2. DEFINITIONS • SURVEY LINE is a line produced on a cast by a surveyor or scribe marking the greatest prominence of Height of contour in relation to the selected & planned path of insertion of a restoration The survey line divide the tooth to suprabuldge occlusaly and infrabuldge cervically The infrabulge is the undercut These undercuts are where the retentive tip is placed to retain the prostheses from displacement Uses of the survey line: Determine the position of the clasps and the retentive areas Determine the position of the reciprocal arm Determine the position of the guiding planes and the proximal plates
  • 3. PATH OF INSERTION • The path followed by the prosthesis from its first contact with the teeth until it is fully seated. This path coincides with the path of withdrawal and may or may not coincide with the path of displacement • There may be a single path or multiple paths multiple path exists for example : where the abutment teeth are divergent or where point contacts between the saddle of the denture and the abutment teeth. multiple single
  • 4. SELECTING THE PATH OF INSERTION • How to find it ? Where is it ? How to determine it ? which one we want? • Usually the dentist selects the path of insertion • imagine how the patient will put in the prostheses • How the prosthesis is seated in its final position
  • 5. SELECTING THE PATH OF INSERTION • We usually assume the path of insertion is rotational with an end position almost at right angle or perpendicular to the plane of occlusion;10 degrees more or less Path of insertion Occlusal plane Path of insertion
  • 6. PATH OF DISPLACEMENT This is the direction in which the prostheses tend to be displaced or dislodged from its position during function. As the path of insertion this path is variable but is assumed for the purpose of design to be at right angles to the occlusal plane.
  • 7. SINGLE PATH OF INSERTION AND DISPLACEMENT • Our goal is to have a single path of insertion & displacemnt : • It helps in equalizing retention • It directs forces along long axes of teeth • It aids in bracing and cross-arch Stabilization • Helps to Minimizes torque on abutments • Allows removal without encountering interferences • Provides frictional retention
  • 8. SINGLE PATH • The way to restrict the denture to a single path of placement and displacement is to prepare the teeth ; creating guide planes on them • These guide planes will restrict the prosthesis to be placed in and dislodged in only a single path and they will prevent the movement of the denture in any other path • That’s why they should be parallel to each other and parallel to the selected path of placement and displacement , which is usually almost at right angle with the occlusal plane Guiding planes guiding the prosthesis to be Guiding planes on the teeth seated parallel and opposing each other
  • 9. SURVEYING PROCEDURE • This may be divided into the following distinct phases: • • Preliminary visual assessment of the study cast. • • Initial survey. • • Analysis. • • Final survey. • Preliminary visual assessment of the study cast this stage has been described as ‘eyeballing’ the cast and is a useful before the initial surveying. The cast is held in the hand, checked and inspected from above. The general form and arrangement of the teeth and ridge can be observed, any obvious problems noted and an idea obtained as to whether or not a tilted survey should be employed
  • 10. 1- INITIAL SURVEY • The cast is positioned with the occlusal plane relatively horizontal. • This is called the zero tilt surveying • The teeth and ridges are then surveyed • Place analyzing rod against abutments • Contact point is Height of Contour • Below is infrabulge the retentive undercut that we want • Above is suprabulge
  • 11. A- As we said the survey line is parallel to a line that is at right angle with the occlusal plane which ideally would be the path of insertion and the path of displacement B- If we prepare guide planes according to the initial survey line in assumption that it’s a good fit for the design, this will make this survey line at right angle with the path of insertion C- And if we engaged the undercuts created by it with retentive arms they will retain the RPD from being displaced in this path, which will make the survey line at a right angle with a path of displacement •From points A, B , C we accomplished a survey line that defined the guiding planes and the retentive undercuts and we restricted the path of insertion and displacement to one •But what if there is no enough undercuts for retention what should we do ?? • that is why we need to analyze this initial survey line to see if it will help us to get a good design for the RPD
  • 12. 2- ANALYSIS • So after creating the initial survey line on the teeth and associated tissues ,it should be inspected • The position of the survey lines and the variations in the horizontal extent of undercut associated with them should be noted • The amount of undercut can be judged approximately from the size of the ‘triangle of light’ between the marker and the cervical part of the tooth, or measured more precisely by using an undercut gauge. • An assessment can then be made as to whether the horizontal extent of undercut is sufficient for retention purposes
  • 13. 2- ANALYSIS • An RPD can be designed on a cast which has been surveyed with the occlusal plane horizontal (ie so that the path of insertion equals the path of displacement). • However, there are occasions when tilting of the cast is indicated so that the paths of insertion and displacement differ. • Before deciding if the cast should be tilted for the final survey the graphite marker in the surveyor is changed for an analyzing rod so that various positions of the cast can be examined without marking the teeth. • The analysis of the cast continues with the occlusal plane horizontal and the following aspects, one or more of which might necessitate a final survey with the cast tilted, are considered: • • Appearance. • • Interference. • • Retention.
  • 14. 3- FINAL SURVEY LINE • So the tilt of the cast is modified in certain cases to get a different survey line (the final survey line) • We use a different color marker • The final tilt is rarely more than 10 degrees from the horizon • It should be noted that usually the teeth to be clasped have two separate survey lines which cross each other. In order to obtain optimum retention it is necessary to understand how to position the clasps correctly in relation to the two survey lines
  • 15. • 1- Modify tilt if necessary • Esthetics is a problem • Minimize display of clasps, metal components
  • 16. FINAL SURVEY LINE • Modify tilt : • to obtain maximum parallelism • Heights of contour are at relatively same position occluso-gingivally • Equal amounts of undercut for retention
  • 17. • Modify tilt if necessary • Soft tissue interferences • Minimize severe tooth & soft tissue interferences
  • 18. TRIPODING IS MARKING THE CAST IN 3 DIFFERENT POSITIONS TO DETERMINE THE TILT USED
  • 19. SELECTING THE RETENTIVE UNDERCUTS • After the final survey line, and determining the path of displacement • Retentive undercuts should be selected in relative to this path • The retentive undercuts should be equalized in size and angle • Retentive arm has a different path of escapement than guiding plane, so it must flex during removal • Ideally, retentive arms should oppose each other on opposite sides of the arch • Retentive tip should usually be designed to be placed in the gingival 1/3
  • 20. OPTIMAL PATH OF INSERTION • Definition :Two or more parallel axial surfaces on abutment teeth which can be used to limit the path of insertion and improve the stability of RPD. • Note: Guide surfaces may occur naturally on teeth parallel to ath of insertion ,in this case no preperation is needed • but more commonly need to be prepared, and the should be: • Flat surfaces parallel to path of insertion • Control & limit movement of RPD • Initial contacts for RPD • Stabilizing the RPD against the retentive clasp
  • 21. IDEAL GUIDE PLANES • parallel to each other • directly opposing each other • Prepared on several teeth • Cover a large surface area
  • 22. GUIDING PLANE PREPARATION • We also prepare Where rigid components contact abutments • Proximal Plates • Bracing Arms • Rigid portions of Retentive Arms
  • 23. GUIDING PLANE DIMENSIONS 1/3 of the bucco-lingual width Around 2-4 mm from the marginal ridge cervically Round Axial Line Angles 2-4 mm 1/2-1/3 height 4 mm 2-
  • 24. EFFECTS OF GUIDING PLANES ON RETENTION & STABILITY • Minimize the need for retention • Maintains Retention • Stabilizing Teeth Use short guideplanes on Class I & II Use long guideplanes on Class III & IV
  • 25. ASSESSING GUIDING PLANES Proximal View Facial View Carbon Markings IIddeeaall AAcccceeppttaabbllee Too Divergent Divergent Too Too Short Ideal Ideal Too Short
  • 26. PREPARING GUIDE PLANES INTRA-ORALLY Use Surveyor to Align Bur Intra-orally Long Cylindrical Carbide or Diamond (8837K 014) Polish Prepared Surfaces with Rubber wheels or points 8837K-014
  • 27. OTHER USES OF A SURVEYOR • Blocking out undesirable undercuts • Ensures the framework is not cast in an undercut
  • 28. ABUTMENT MODIFICATIONS • After the final survey ,RPD Designed ,and preparing the Guide planes, there might be areas that has no undercuts or the guide planes that we have are not satisfactory, so we can alter the axial contour in 2 ways : • Lower heights of contour to eliminate interferences & improve esthetics • Create undercuts if absolutely necessary (raising heights of contour)
  • 29. MODIFICATION OF ABUTMENTS • Lowering Heights of Contour • Rigid elements contacting abutments • Improve esthetics • Prepare guiding planes - most efficient method to lower
  • 30. MODIFICATION OF ABUTMENTS • Raising Heights of Contour • Insufficient retention in gingival 1/3 (undercut must be least 1mm from gingiva) • Preparing an undercut using a bur • Adding composite above to create undercut
  • 31. PREPARING RETENTIVE UNDERCUT • Axial surface of the preparation must be parallel to the path of insertion • Follows the shape, design and path of the selected retentive tip • Axial surface must be close to parallel the path of insertion X
  • 32. PARTS OF A SURVEYOR • Surveying Table
  • 33. PARTS OF A SURVEYOR • Surveying Arm
  • 34. PARTS OF A SURVEYOR • Analyzing Rod
  • 35. PARTS OF A SURVEYOR • Surveying Tools • Carbon Markers
  • 37. PARTS OF A SURVEYOR • Surveying Tools • Wax Trimmer