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Opinion: Minimally Invasive

What we can learn from medicine about fixing things without taking them apart

A longtime friend was suffering from extreme fatigue and shortness of breath. She was diagnosed with congestive heart failure caused by aortic valve stenosis, and she required an aortic valve replacement. 
Cirrus SR22 off-airport landing near Lincoln, Nebraska.
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Cirrus SR22 off-airport landing near Lincoln, Nebraska.

This was a very big deal that required open-heart surgery. It involved cracking her chest, placing her on a heart-lung machine, stopping her heart, cutting into her aorta, surgically removing the defective valve, suturing a replacement valve (harvested from a pig) in its place, suturing her aorta, restarting her heart, and closing up her chest. Afterwards, she spent a week in the hospital and more than two months recovering at home.

That occurred about 15 years ago. Now the replacement valve is starting to give out and she needs another valve replacement. This time, remarkably, the valve will be replaced without opening her chest or stopping her heart.

Nowadays, most aortic valve replacements are done using a technique called transcatheter aortic valve replacement or TAVR. A small incision will be made in her groin and a guide wire will be passed up through the femoral artery and into the aorta and through the aortic valve using X-ray guidance. The guide wire will be used to guide a balloon-tipped catheter into the valve. The balloon will be inflated to open the worn-out valve completely. Then a replacement valve pre-sewn into a metal stent will be passed through the catheter and positioned inside the old valve. The balloon will be inflated once again to expand the stent into place with the new valve inside it. Once the proper functioning of the new valve has been verified, the catheter will be withdrawn and the small groin incision sutured. She’ll probably go home the next day and be back to normal in a week.

The old open-heart approach was highly invasive. The new TAVR technique is a great example of minimally invasive surgery (MIS) that is far less risky and far less traumatic. There’s really no comparison.

My own MIS experience

Recently I experienced this MIS revolution firsthand. It all started when I found myself briefly sidelined by a nasty case of diarrhea. It self-resolved after two miserable days, but I realized this was my third encounter with gastrointestinal distress in the past year.

Being the data-driven fellow that I am, I asked my primary care physician if she thought some follow-up testing might be prudent. Being the data-driven doc that she is, she wrote me a prescription for some blood labs and another for an abdominal ultrasound. The blood labs showed a mildly elevated liver enzyme (ALT) and the abdominal ultrasound revealed a moderately dilated common bile duct (CBD), suggesting that something might be obstructing it—possibly a gallstone or a tumor. An abdominal MRI was ordered.

The MRI revealed a 17 by 12 by 8 millimeter gallstone in the CBD, which was dilated to 12 mm in diameter (about twice normal). The medical tongue twister for this condition is choledocholithiasis. The stuck stone was obstructing the normal flow of liver bile into my duodenum, messing up my digestion and making my liver unhappy. In the past, treatment of this condition would involve surgery—open or laproscopic CBD exploration. Fortunately for me, there is now a minimally invasive interventional endoscopic procedure for removing gallstones from the CBD. Its medical term is unpronounceable—endoscopic retrograde cholangiopancreatography—which is why it’s always referred to by the acronym ERCP. I was scheduled for an ERCP two days after the MRI diagnosis.

The ERCP is a complex and technically challenging procedure. It involves a side-viewing duodenoscope—basically a specialized borescope equipped with more tools than a Swiss army knife. The procedure is done with the patient under general anesthesia and is X-ray directed, so it requires a four-member team consisting of the gastroenterologist who specializes in endoscopy, an assistant (since it requires four hands), a radiology technician, and an anesthesiologist.

An article from the National Institutes of Health that I found with Google stated that ERCP complications such as acute pancreatitis are significantly lower if the endoscopist has done the procedure at least 180 times before. Naturally, I checked on this and learned that my gastroenterologist had performed thousands of ERCPs, so I was satisfied I’d be in competent hands.

Once I was put to sleep with propofol, the scope was inserted through my mouth, esophagus, stomach, and pyloric valve into my duodenum (top of the small intestine). The ampulla—where the CBD discharges into the duodenum—was located visually through the scope. A guide wire was inserted through the ampulla and threaded into the CBD using X-ray guidance to ensure it was in the right place. A small incision was made to open the ampulla. This permitted the stones to be extracted using various types of baskets or snares or—in my case—an inflatable balloon used to trawl the CBD and drag the stones through the ampulla into the duodenum. Two stones were found and extracted from my CBD. Then the scope was removed, the propofol was stopped, and I woke up 30 minutes later with a mild sore throat. I was discharged about an hour after that with instructions not to eat until the next morning.

By now you’re probably thinking, “What the heck does any of this have to do with aviation?”

MIS in aircraft maintenance

A&P mechanics are the surgeons of aviation. But unlike M.D.s, they have been slow to adopt minimally invasive procedures, particularly when it comes to piston aircraft engines. Cylinder removal still seems to be the “standard of care” for most engine maladies. Many A&Ps are spring-loaded to call for an engine teardown whenever they change the oil and find metal in the oil filter.

Splitting the case of an aircraft engine is the aviation equivalent of open-heart surgery—it’s the most invasive thing you can do to an engine. Right behind it on the invasiveness scale is cylinder removal—a highly invasive and risky procedure that’s the aviation analog to the open gallbladder removal surgery (cholecystectomy) involving a six-inch abdominal incision. (This surgery very nearly killed my dad in the 1990s, which explains why I’ve been reluctant to have my own stone-filled gallbladder removed.)

For more than a decade, I’ve been on a campaign to sensitize A&Ps and aircraft owners to the risks of invasive maintenance and the importance of using minimally invasive procedures wherever possible in order to minimize that risk. I’ve evangelized the use of borescopes and other noninvasive methods to figure out what’s going on inside cylinders, crankcases, fuel tanks, and aerodynamic structures without having to take them apart. I’ve also promoted minimally invasive therapy such as lapping valves in place and performing solvent ring flushes to solve the most common cylinder issues without the need for cylinder removal.

For more than a decade, I’ve been on a campaign to sensitize A&Ps and aircraft owners to the risks of invasive maintenance and the importance of using minimally invasive procedures wherever possible in order to minimize that risk.

At first, my sermons from the pulpit of the Church of Minimal Invasiveness were not well received by A&Ps. “Show me where this procedure is described in the maintenance manual,” they’d ask. “I’m not allowed to do something that isn’t approved by the manufacturer,” they’d say. I would patiently explain to them that the regulations—specifically 43.13(a)—do not limit them to following the manufacturer’s instructions. They explicitly permit them to use “other methods, techniques, and practices acceptable to the administrator.”

In this context, the phrase “acceptable to the administrator” means that the person using a particular method, technique, or practice must have a good-faith belief that the FAA would find it acceptable if and when they ever looked at it. Given that both the lap-valves-in-place and solvent-ring-flush procedures have been performed thousands of times without so much as a peep of objection from anyone in the FAA, it seems to me that any mechanic who wishes to use those procedures should be able to do so with a good-faith belief that they are acceptable to the administrator.

Encouragingly, in the past few years, I’m seeing more and more A&Ps willing to try these minimally invasive methods. At first, they do them on a what-do-I-have-to-lose basis, skeptical that they’ll solve the problem but figuring that the cylinders can always be removed if they don’t. Then, after finding that these methods really do work, their skepticism evaporates and they begin to embrace the procedures enthusiastically.

But most A&Ps still remain stubbornly skeptical, and many flat-out refuse to even try them. So, we’re not at the tipping point yet. But we’re making progress.

Complacency

Part of the problem is that most A&Ps do not, in my opinion, have an appropriate level of fear about the risks involved in cylinder removal and other invasive maintenance practices. They change cylinders every week and consider it a routine procedure. They become complacent—a word that Merriam-Webster defines as “self-satisfaction especially when accompanied by unawareness of actual dangers.”

I wish more A&Ps could have shared my experience as an expert witness, consultant, or investigator on more than a dozen air crash cases in which an engine failed catastrophically shortly after undergoing removal and replacement of one or more cylinders. I’m sure this experience would make them far less complacent.

Right now, as it happens, I’m involved as an expert witness on a case where a Cessna ditched in the ocean shortly after takeoff from a coastal Florida airport on the second flight after the number 2 cylinder was changed. The professional pilot did a remarkable job of ditching and the three occupants were rescued by a nearby pleasure boat after suffering minor injuries.

Just last week, I reviewed the final NTSB report involving the off-airport landing of a Cirrus SR22 whose engine threw the number 4 and number 5 connecting rods. The pilot deployed the CAPS parachute system once he determined the airplane wouldn’t make the destination airport in Lincoln, Nebraska, and landed in a hay field. The pilot and his passenger walked away uninjured (although the aircraft wasn’t as lucky).

The NTSB attributed the accident to the pilot’s decision to continue the flight to the planned destination rather than to land at a closer airport after the first indication of abnormal engine operation. However, the only plausible explanation for the simultaneous detachment of the number 4 and number 5 connecting rods is displacement of the main bearing that supplies oil to the number 4 and number 5 rod bearings. The only plausible explanation for that is inadequate preload on the through bolts that clamp that main bearing in place. Maintenance records indicated that those two through bolts were torque-relieved and then re-torqued when the number 5 cylinder was removed and replaced with a new cylinder eight months and 250 hours prior to the accident. The NTSB didn’t attribute the engine failure to the cylinder change, but it’s hard for me to believe that the two weren’t causally connected.

Fortunately, these two accidents didn’t result in serious injury or death. Most of the other air crash cases I’ve been involved in where the engines cratered shortly after cylinder replacement had far worse outcomes for the occupants. I’m absolutely convinced that the use of minimally invasive techniques would have prevented these accidents. Whether you’re an A&P or an aircraft owner, this should be serious food for thought.

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Mike Busch
Mike Busch is arguably the best-known A&P/IA in general aviation. He writes the monthly “Savvy Maintenance” column in AOPA PILOT and hosts free monthly EAA-sponsored maintenance webinars. Mike is a mathematician by training, having received his Bachelor of Arts degree in mathematics from Dartmouth College. After Dartmouth, he did graduate work in mathematics at Princeton University and in business administration at Columbia University. While at Dartmouth, Mike did pioneering work in computer software development, and ultimately retired from a long, successful career as a software entrepreneur. Mike then co-founded AVweb in 1995 and served as its editor-in-chief and investigative journalist until its sale to Belvoir Publications in 2002. Through his work as a type club tech rep for Cessna Pilots Association, American Bonanza Society, and Cirrus Owners and Pilots Association, and as CEO of Savvy Aviation, Inc., Mike has helped thousands of aircraft owners resolve thorny maintenance problems that have stumped their local A&Ps. Founded in 2008, Mike’s company Savvy Aviation, Inc. provides a broad palette of maintenance-related services to thousands of owners of piston GA airplanes. Those services include maintenance management and consulting, engine monitor data analysis, a nationwide prebuy management program, and 24/7 breakdown assistance that’s essentially “AAA for GA.”
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