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A History of Surgery in The Instrument Tray: Eponymous Tools Used in Hand Surgery
A History of Surgery in The Instrument Tray: Eponymous Tools Used in Hand Surgery
From the David Geffen School of Medicine at UCLA, Los Angeles, CA.
Hand surgery emerged as a specialty after World War II, and early hand surgeons borrowed
tools from established fields of the time. These tools remain in common use today, and many
are identified by the names of the men who created them. Because these men did not
specialize in surgery of the hand, their history remains obscure to modern surgeons who do.
We have investigated the history of eponymous instruments developed before 1945 and used
widely today in American hand surgery. Reflection on these eponymous instruments reveals
the rich and diverse history of hand surgery. (J Hand Surg 2007;32A:942–953. Copyright ©
2007 by the American Society for Surgery of the Hand.)
Key words: Eponyms, hand surgery, history, instruments.
anavel, Tinel, Dupuytren, Kienbock—these perform them efficiently. As they became specialized
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944 The Journal of Hand Surgery / Vol. 32A No. 7 September 2007
Instruments from Thoracic, Halsted’s career was marked also by personal id-
Abdominal, and Urologic Surgery iosyncrasies (he appears to have been obsessed with
Halsted the proper construction of his shoes), self-experimen-
After his appointment as chief of surgery at the tation with cocaine, and subsequent periods of addic-
newly opened Johns Hopkins Hospital, William tion. Despite his dependencies and quirks, Halsted
Stewart Halsted (1852–1922) became a preeminent remains rightfully acknowledged as the father of
figure in American surgery, establishing the surgical American surgery.12,13
resident system and training Harvey Cushing among
numerous other influential surgeons.12,13 Crile
His enthusiasm for Listerism was the logical ad- During his internship at University Hospital in
junct to his meticulous surgical technique, delicate Cleveland, George Washington Crile (1864 –1943)
handling of tissues, and rigorous hemostasis. Halst- witnessed a colleague succumb to shock after bilat-
ed’s development of precision “mosquito” hemostats eral high thigh amputations. “The cold sweaty skin
likely contributed to his reputation as a bloodless and the pallor, the fading pulse, the high pulse rate,
surgeon (Fig. 2). Halsted wrote: the sunken eyes, and dilated pupils fixed themselves
in my memory.” This event motivated Crile to be-
The value of artery clamps is not likely to be overesti-
come one of the first, true American physiologists.
mated. They determine methods and effect results im-
possible without them. They tranquilize the operator. In
He popularized blood pressure monitoring in the
a wound that is perfectly dry, and in tissues never operating room, performed blood transfusions before
permitted to become even stained by blood, the operator there was an awareness of blood typing (adverse
unperturbed may work for hours without fatigue. The reactions were likely masked by the recipient’s mor-
confidence gradually acquired from masterfulness in ibund condition), and, in frequent collaboration with
controlling hemorrhage gives to the surgeon the calm Harvey Cushing, contributed greatly to the under-
which is so essential for clear thinking and orderly standing of physiologic duress.14
procedure at the operating table.13 In addition to the Crile hemostats in use today,
Like Lister, Halsted immersed his instruments in Crile developed a pneumatic rubber suit to fight
carbolic acid. Repeatedly retrieving the instruments hypotension in neurosurgery patients (Fig. 2). Mod-
from this sterilizing solution created a rash on the ern fighter pilots wear G-suits descended from
hands of his chief nurse (and future bride), and Hal- Crile’s design.15
sted approached the Goodyear Rubber Company. Crile was a prolific surgeon, once performing 32
Together they developed a protective glove that did thyroidectomies in a single day, adding to a career
not compromise the operator’s dexterity. Nurses and total of roughly 25,000. Crile was renowned for his
surgeons alike began wearing rubber gloves, intend- academic productivity, publishing 24 books and
ing at first to protect themselves and realizing later more than 400 other works. On the foundation of this
the benefit afforded to patients. In addition to rubber abundant work, Crile helped to found the American
gloves, Halsted introduced white surgical gowns, caps, College of Surgeons and the Cleveland Clinic.14
and masks to the American operating room.12,13 Halsted and Crile hemostats vary principally in
size. Two distinctly different ratcheting forceps fea-
ture specialized tips for secure grasping of tissues.
Allis
Oscar Huntington Allis (1826 –1921) developed his
long-armed forceps as a means of manipulating in-
testinal ends during anastomosis. Allis described this
new means of closure: “When near the end of the
approximation I have found toothed forceps, with
serrations on the edge, convenient for turning in the
mucous edges, adjusting the serous, and holding
Figure 2. Instruments from thoracic, abdominal, and uro- them approximated until sutured . . . I do not care to
logic surgery. From left to right: Weitlaner retractor, Kocher recommend these instruments simply as aids in in-
hemostat, Halsted hemostat, Crile hemostat, Mayo scissors, testinal work . . . the forceps with lateral serrations
Allis forceps, Senn retractor. are often most convenient as hemostats, or as search-
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Meals and Meals / A History of Surgery in the Instrument Tray 945
ers for tendons which are retracted in wounds of the We were unable to determine specifically which
hands and feet”16 (Fig. 2). brother developed the Mayo scissors (Fig. 2). Con-
versely, the Weitlaner (often bastardized as Wheat-
Kocher lander) self-retaining retractor is clearly attributed to
In his textbook, Swiss surgeon Theodor Kocher Austrian Franz Weitlaner, although we have been
(1841–1917) described use of his toothed clamp. unable to discover anything about this surgical inno-
“The bleeding points, however, should not be imme- vator24 (Fig. 2).
diately ligated for it is dangerous to expose ligature
material to the risk of contamination during the Senn
whole course of the operation. The newer pattern of Another wound retractor came from Nicholas Senn
artery forceps has the advantage that even when a (1844 –1908), a PhD, a doctor of laws, and a physi-
large number are necessary, they are conveniently cian. In his book, Senn depicts a number of instru-
hung out of the way and do not interfere with the ments of his devising. His well-known retractor il-
surgeon’s movements. The variety we use is very lustrates the section on rupture of the urethra25 (Fig. 2).
light, is easily applied and takes a firm grip in the Senn worked in Milwaukee and later in Chicago,
case of dense tissues”17 (Fig. 2). was an early proponent of Listerism, and initially
Kocher was an image of deliberation in a time advocated operating under a fog of carbolic acid
when surgeons were valued for their speed and flair. spray.26 Senn realized that aseptic technique de-
This philosophy and Kocher’s strict adherence to manded an evolution in surgical instruments, saying,
asepsis were responsible for his patients’ remarkably “All attempts at ornamentation have been aban-
low mortality rate, especially after thyroid surgery, doned . . . . The modern surgical instruments are made
which Kocher helped pioneer.18 For this advance and as plain and smooth as possible.”27
for his related experimental work, Kocher received Senn earned his reputation as an innovator with
the Nobel Prize, the first of only 2 surgeons to be so hard work. His partner said, “When [Senn] was in his
recognized.4 creative moods, he was quite unaware to whether he
had changed his clothing, eaten or slept—such was
Mayo the thrust of his hunger for work and for the satis-
The Mayo Clinic bears the name of the remarkable faction of his ambitions.”28 Senn did much of his
family at its core. William Worral Mayo (1819 – experimenting in a private basement laboratory. His
1911) moved to Rochester, Minnesota, in 1863 to tinkering reportedly coincided with a disappearance
establish a medical practice.19 He believed his sons of cats from the neighborhood.26
should be “handy,” and raised them in close associ- Senn was additionally an intrepid world traveler,
ation with his own work. The older son, William numbering Siberia, Tahiti, Africa, the Arctic, and
James Mayo (1861–1939), said of his upbringing, South America among his destinations. Senn died of
“We were reared in medicine as a farmer boy is myocarditis, probably exacerbated by a Andean
reared in farming.”20 The younger son, Charles climb to 16,000 feet.26,28
Horace Mayo (1865–1939), became his father’s
anesthetist as a teenager.21 That both brothers be- Instruments from Gynecology
came doctors was inevitable. Kelly
In 1883, a tornado swept through Rochester. The Howard Atwood Kelly (1853–1943), a contemporary
Mayos and a local convent of nuns collaborated to of Halsted at Johns Hopkins, established gynecology
treat victims. Subsequently, the nuns began raising as a specialty and is known for the widely used Kelly
money for a local hospital and asked the Mayos to be clamp29 (Fig. 3). Kelly was a staunch advocate of
the hospital’s surgeons. The Mayo Clinic was born.22 social reform, a fundamentalist Christian, and an avid
Today, the Mayo Clinic’s international importance collector of reptiles.29 Kelly’s son, also a physician,
and reputation for innovation are broadly recognized. described the family library:
Although the Mayos added much to surgical tech-
. . . its walls solidly lined with books and thronged with
nique and medical education, attribution of accom- curiosities from all quarters of the globe . . . never the
plishments to either brother individually is difficult. same place from one day to the next, its stacks of newly
A friend of the brothers was known to have said, “I arrived books on tables and chairs, its mysterious half-
believe if Dr. Will were elected president of the emptied packages of strange and foreign objects, and its
United States he would accept the office in the name never-ending stream of visitors served to make of it a
of his brother and himself.”23 living organism.29
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946 The Journal of Hand Surgery / Vol. 32A No. 7 September 2007
Gelpi
Maurice Gelpi (1883–1939) worked in New Orleans
and served a term as president of the Orleans Parish
Medical Society.33 In the society’s journal, he de-
scribed his self-retaining perineal retractor:
Anyone who realizes the tremendous number of surgi-
cal instruments in existence today can appreciate the
fact that it takes considerable moral courage to increase
that appalling number even by a single unit . . . . It is
only fair to state here that of those who tried the
instrument our own chief, Dr. Clark, was the one by
Figure 3. Instruments from gynecology. From left to right:
whom the instrument was commented upon with the
Kelly clamp, Gelpi retractor.
least enthusiasm. Yet, in spite of this, both Dr. Kost-
mayer and myself have managed at different times to
slip in the retractor in Dr. Clark’s instruments and have
Actual living organisms—specimens in Kelly’s seen him use it apparently with perfect ease and success
herpetological collection—were allowed to slither on several occasions. Certainly the finished perineor-
freely through the home. rhaphy didn’t seem to have suffered from the use of the
Kelly aided women in all walks of life. He sup- retractor . . . . simplicity was an argument in its fa-
ported women’s suffrage and worked to expose prej- vor . . . . The old instruments require more assistance
udice against women entering the medical profes- because they must be held in place and are often un-
satisfactory because they may be pulled out of the
sion.29,30 Outside the hospital, he rented a home
mucous membrane by a careless assistant34 (Fig. 3).
where prostitutes were invited to live, rent-free,
while they sought more seemly employment.29 Instruments from Otolaryngology
In doing good, Kelly surely earned his share of Freer
detractors. He worked with the Lord’s Day Alliance, Otto Tiger Freer (1857–1932) of Chicago developed
who patrolled Maryland on Sundays to discourage a series of elevators, “flat knives with rounded, pad-
citizens from alcohol, games of chance, sports, and dle-shaped . . . blades,” to correct deflections of the
movies. Kelly’s most famous critic was the irrev- nasal septum (Fig. 4). His published descriptions
erent H.L. Mencken, and the two friends sparred make frequent reference to dental instruments from
publicly.31 In 1932, Mencken delivered this shot: which some of his tools were derived. In discussion,
He happens to be a man I have long known, and in he explained that “. . . many of them are little knives
every respect save the theological, greatly respected. whose blades have varying shapes and attachments to
But in that theological respect, it seems to me he is so their shanks to enable them to move in the proper
plainly a menace to the peace and dignity of this town directions on the field of operation, which all must
that what he believes should be made known to every
one, that the people may be alert to his aberrations and
keep a curb upon his public influence. If he had his way,
it must be obvious, life here would be almost impossi-
ble to civilized men.29
Mencken could tease, but he could not detract
from the ability of a man who, through tireless will,
erected an enduring place in medicine for the care of
women. Kelly could also, it appears, return Menck-
en’s sarcasm. He once wrote to the editor of the
Baltimore Sun:
If Mr. Mencken would put a photospectroheliograph on
his ramshackle tergiversating cerebrum, I think he
would discover that he was something of a synentog-
nathous physoclistous levirate leventine belone with Figure 4. Instruments from otolaryngology. From top to bot-
perissodactyl affinities . . . . This is my most gentle tom: Yankauer suction tip, Lempert rongeurs, Metzenbaum
response to his last innocuous blusterings.32 scissors, Freer periosteal elevator.
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Meals and Meals / A History of Surgery in the Instrument Tray 947
reach by the same narrow passage—the nostril . . . . that championed this new technique had to be at their
Their simple form and cheapness make up for their best.
number.”35
Metzenbaum
Yankauer Myron Firth Metzenbaum (1876 –1944) practiced
Sydney Yankauer (⬃1872–1932) designed an anes- otolaryngology in Cleveland, and he used the scis-
thesia mask on which ether or chloroform could be sors he invented to remove inflamed tonsils (Fig. 4).
dripped.36 The device became standard issue in op- Metzenbaum owed much to his famous mentor,
erating rooms across the globe, although now en- George Crile. When Crile solicited freshman medical
tirely obsolete. He held a patent for a scalpel with a students to live in the hospital and assist in the wards,
detachable blade, which was displaced by Parker’s Metzenbaum volunteered. The two bonded, Metzen-
1915 revelation.37 Conversely, his tonsil suction tip, baum boarded in the hospital and eventually accepted
originally made of steel, remains an operating room an invitation to join Crile in practice. Metzenbaum
staple today in both metallic and plastic forms (Fig. 4). later became interested in facial reconstructive sur-
Yankauer contributed greatly to the specialization of gery and was a founding member of the American
bronchoscopy and devised also a pharyngeal specu- Board of Plastic Surgery.
lum, an electrode for fulgurating the larynx, and a Metzenbaum organized the Cleveland ambulance
radium needle for the esophagoscope.38 service, which was probably the first service of its
kind in the United States. He also developed a drop-
Lempert ether anesthesia technique after experiencing diffi-
As a youth in Czarist Russia, Julius Lempert (1890 – culty sedating hard-drinking Cleveland factory work-
1968) was pursued by police after participating in an ers. This refinement persisted in American medicine
antigovernment demonstration. The experience con- for 50 years.43
cerned Lempert’s father, and the family soon emi-
grated to the United States.39 If Lempert’s young life Instruments from Ophthalmology
was shaped by a rebellious act, his professional life Stevens
was no different.40 George Thomas Stevens (1833–1921), a veteran of
In New York, Lempert developed a 1-stage fenes- the Civil War, was a professor of physiology and
tration operation for the treatment of otosclerotic diseases of the eye in New York.44 In 1889, he
hearing loss.39 To this end, he developed special described his technique for correcting strabismus.
tools, including a small single-action rongeur, the Stevens recommended an intratendinous shortening
prototypes of which Lempert rejected in great num- and tenorrhaphy of the underactive rectus muscle
ber41 (Fig. 4). His perfectionism and the obstreperous using scissors of his design, which are depicted and
defense he mounted around his controversial proce- described in his article: “Their cutting properties are
dure so perturbed the elders of his profession that he perfect, they are strong enough to overcome every
was barred from the American Otologic Society.42 resistance, while their points are so very slender that
Lempert’s operation, nonetheless, earned him wide they work beneath the conjunctiva through an ex-
recognition. Lempert is said to have completed more tremely small opening” (Fig. 5). Previous techniques
than 3,000 fenestrations while simultaneously teach- for correcting strabismus involved advancing the at-
ing his technique to a worldwide audience of sur- tachment of the rectus muscle on the eyeball.
geons.42 Stevens2 observation on those procedures were in-
Perhaps Lempert became uncomfortable as his de- sightful and remain pertinent. “It is probable that
tractors dwindled. He took on the American govern- nearly every surgeon who has had any considerable
ment, failing to properly pay the tax on his sizeable experience in these operations has learned that each
income.42 When stapectomy superseded his fenestra- of the methods which have from time to time been in
tion technique in popularity, Lempert refused to vogue promises much better than it fulfills, and that
budge. To his death, Lempert resisted the inversion failure in producing any exact results is the rule
of the status quo he had personally established. Al- rather than the exception.”45
though this quirk of Dr. Lempert’s was lamented by
some of his students, it is possible that precisely by Barraquer
rejecting stapectomy, Lempert did much to improve After he observed a leech lift a small stone from the
it.42 Faced with a formidable opponent, the doctors bottom of an aquarium, Ignacio Barraquer (1884 –
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948 The Journal of Hand Surgery / Vol. 32A No. 7 September 2007
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Meals and Meals / A History of Surgery in the Instrument Tray 949
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950 The Journal of Hand Surgery / Vol. 32A No. 7 September 2007
Bennett
A bone retractor similar to Hohmann’s carries the
name of Irish surgeon Edward Hallaran Bennett
(1837–1907) who is perhaps best remembered for the
Figure 8. Instruments from orthopedic surgery. From upper eponymous thumb metacarpal fracture (Fig. 8). Ben-
left to lower right: Bennett retractor, Cobb periosteal elevator, nett contributed greatly to the Irish body of medical
Key periosteal elevator, Lambotte osteotome, Hohmann re- knowledge and became president of the Royal Col-
tractor, Verbrugge clamp. lege of Surgeons of Ireland in 1884. Bennett ex-
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Meals and Meals / A History of Surgery in the Instrument Tray 951
panded the Trinity College collection of fracture and going on in their patient’s bodies, right down to the
dislocation specimens and was a supreme authority atomic level: the patients’ brains. But most of these
on fracture care through the end of the 19th cen- young fellows couldn’t interview a patient to find out if
tury.68 With his interest in bones and joints, it was it was raining, let alone find out what was ailing him.72
natural that Bennett embraced the nascent science of
Discussion
radiology. He was also an early and outspoken pro-
ponent of Listerism and aseptic technique.69 Upon The lives of these 33 men span nearly 2 centuries
his retirement, 200 former students gathered to show from Liston’s birth in 1794 to G.V. Webster’s death
their appreciation. He returned their gift as a fund in 1988. Collectively, the work of these men and
from which Trinity College began awarding out- their contemporaries forms the basis of modern sur-
standing students.68 gery. Many of these physicians will remain well-
known for generations to come. Other names, such as
Cobb Gelpi and Weitlaner, might be inclined to fade were
John Robert Cobb’s (1903–1967) obituary in the it not for the usefulness and ubiquity of their inven-
Journal of Bone and Joint Surgery reflects, “He tions.
loved carpenter’s tools and surgical instruments of Of the inventors described, patents were obtained
which he had great knowledge and mastery.” He only by Parker and Beaver, neither of whom was a
arrived at orthopedics after serving on a merchant doctor. The surgeon innovators apparently shared
steamer and paying his own way through Brown their instruments altruistically, as they shared their
University, where he earned a degree in English techniques and experiences. A search of the United
literature. Cobb joined a dynamic staff at the Hospi- States Patent and Trademark Office, however, re-
tal for the Ruptured and Crippled in New York and veals a multitude of patented surgical instruments, all
was charged with developing a scoliosis clinic. more complex and task-specific than the ones de-
Through strict adherence to evidence-based decision scribed by us. Simplicity and wide applicability has
making, Cobb made valuable contributions to the fostered the endurance of these legally unprotected
understanding and treatment of scoliosis. He divided tools.
scolioses by etiology and severity and taught that Every surgical specialty is represented in the hand
only those idiopathic curves with proven progression surgery instrument tray. These eponymous tools me-
required surgery. All his patients, over whom he morialize men exclusively, evidence of a now wan-
watched “as a father over his own children,” must ing tradition in surgery. We were unable to attribute
have benefited from his careful and conservative the Edna towel clamp, which may have been named
care.70 His periosteal elevators find current use in for a female operating room nurse (T. Fischer, MD,
hand surgery principally for exposing the pelvis dur- personal communication, 2006). Other unsolved
ing bone grafting procedures (Fig. 8). mysteries include the Backhaus towel clamp and the
Hiess (or Heiss) self-retaining retractor (sometimes
Meyerding described as a mastoid retractor).
Another spinal surgeon, Henry Meyerding (1884 – Undoubtedly, we have excluded many readers’
1969), spent his career at the Mayo Clinic and wrote favorite eponymous instruments, both those honoring
widely on bone tumors, fractures, Volkmann’s con- their mentors and others of particular personal use-
tracture, back pain, and spondylolisthesis.71,72 Sev- fulness. Before accurate attribution becomes impos-
eral flat-bladed retractors bear his name, including a sible, we encourage others to document the origins of
“finger retractor,” presumably named for the closed such tools, including all that have been developed
loop at its nonworking end that is easily retained by since 1945. In doing so, we maintain a vital connec-
a single hooked finger. Meyerding was a master of tion with the great heritage of surgical craft.
clinical diagnosis and stressed its importance in this
conversation with his son in 1960: Received for publication March 16, 2007; accepted in revised form May
8, 2007.
Maybe it was a good thing you didn’t become a phy- No benefits in any form have been received or will be received from
sician after all . . . . Medical colleges are turning out a commercial party related directly or indirectly to the subject of this
nothing but technicians now. All they know is what dial article.
Corresponding author: Roy A. Meals, MD, 100 UCLA Medical Plaza,
to turn and what pill to prescribe. And do you know
#305, Los Angeles, CA 90024; e-mail: rmeals@ucla.edu.
with all this technology they’re always harping about, Copyright © 2007 by the American Society for Surgery of the Hand
they’ve had at their disposal all along a single instru- 0363-5023/07/32A07-0001$32.00/0
ment that contained all the information about what was doi:10.1016/j.jhsa.2007.05.007
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952 The Journal of Hand Surgery / Vol. 32A No. 7 September 2007
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Meals and Meals / A History of Surgery in the Instrument Tray 953
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