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Abstract— In this paper, the design and development of a muscle. This procedure carries its own risks. For example,
novel mannequin-based ophthalmic anesthetic training system improper injection, wrong entry sites, and improper angulation
with two cameras integrated into it to provide a real-time visual of the needle can cause various complications arising from
feedback to the trainee is presented. The system developed
uses anatomically accurate 3-D printed ocular structures and puncturing the vital ocular muscles, perforation or penetration
a novel feature for ophthalmic training system where the trainee of the eye ball, or brain stem anesthesia wherein the anesthetic
is able to see the needle and ocular structures on a monitor agent is introduced into the optic nerve causing irreparable
in real time during the training. Other new features of the damage to the patients [1]. It is vital for the trainee anesthetists
system include a virtual instrument, which has been developed to undergo proper training to comprehend and interpret the
to acquire the images, process, and automatically capture the
required information from the images from the cameras. The intricacies involved in the procedure. Ophthalmic anesthetists,
system is developed in such a way that when a trainee practices due to the lack of proper training modules occasionally train
using the proposed system, it detects and tracks the needle tip on animals or human cadavers. Thus, there was a need for a
position automatically using an appropriate algorithm. Then, the system through which the trainees can train and gain compre-
position of the needle is used to trace the path of the needle, hensive knowledge of the procedure and evaluate their skill
and the system warns if the needle enters locations within the
orbital cavity that are classified as unsafe. The entire training level. Such a system must provide an anatomically accurate
session as observed by the two wisely positioned cameras can be analog of the human ocular anatomy and provide a repeatable
recorded; the same can be reviewed by an expert anesthetist means to educate and evaluate the trainee. A couple of years
at any point of time to give the feedback. The trainee with ago, an ophthalmic anesthesia simulation system (OASiS) [2]
information provided by the training system and the feedback was developed. OASiS uses capacitive sensors to sense the
provided by the expert instructor helps him/her to improve and
perform safer regional ophthalmic blocks. The system developed position of the needle within the ocular anatomy and provides
was tested at a pilot study, which comprised of 21 trainees and indicators to alert the trainee about the proximity of the needle
20 consultant ophthalmic anesthetists to validate its utility. to the major ocular muscles and the globe itself.
Index Terms— Anesthesia training, camera-based tracking, The OASiS system uses a capacitive sensory system to find
object detection, object position warning, real-time visual feed- the position of the needle within the orbital cavity; this requires
back, virtual instrumentation. scrupulous conductive painting of the ocular structures and
delicate electrical connections, which arises a complication in
I. I NTRODUCTION the assemblage, the cost of manufacturing, and maintenance
of the system. In addition, the OASiS system has constraints
R EGIONAL ophthalmic anesthesia or regional blocks are
a common procedure, practiced in several parts of the
world, preceding the ophthalmic surgeries, such as cataract
with the syringe that can be used. The syringe in the system is
encompassed as a part of the system; therefore, the trainee has
little flexibility in substituting the syringes as it is warranted in
surgeries, vitro-retinal surgeries, and so on. Regional oph-
certain newer ocular procedures. The system has also had some
thalmic needle blocks, commonly referred to as needle blocks,
innate limitations with the detection of the needle position and
are classified as peribulbar (needle outside the ocular muscle
also has very heavy constraints on the advancement of the
cone) and retrobulbar (needle inside the ocular muscle cone),
system to include more anatomical and pathological conditions
this procedure requires a syringe with suitable anesthetic to
of the human eye [2], as the inclusion of every new ocular
be introduced into the orbital cavity to achieve akinesia,
structure would add one additional sensory element, moreover
which is the impairment of voluntary motor control of a
as the human ocular anatomy is complex and with structures
Manuscript received July 2, 2017; revised November 18, 2017; accepted placed at close proximities, thereby increasing the complexity
November 20, 2017. Date of publication January 24, 2018; date of current of the sensory requirement of the OASiS system.
version April 5, 2018. The Associate Editor coordinating the review process
was Dr. Huang-Chen Lee. (Corresponding author: Nimal J. Kumar.) This paper proposes a mannequin-based ophthalmic anes-
The authors are with the Department of Electrical Engineering, IIT Madras, thetic training system with an anatomically accurate human
Chennai 600036, India (e-mail: ee14d403@ee.iitm.ac.in). eye integrated with two cameras; such a system with this pre-
Color versions of one or more of the figures in this paper are available
online at http://ieeexplore.ieee.org. liminary idea has been presented by the authors recently [3].
Digital Object Identifier 10.1109/TIM.2018.2790679 Such a system can be improved with automated needle
0018-9456 © 2018 IEEE. Personal use is permitted, but republication/redistribution requires IEEE permission.
See http://www.ieee.org/publications_standards/publications/rights/index.html for more information.
1112 IEEE TRANSACTIONS ON INSTRUMENTATION AND MEASUREMENT, VOL. 67, NO. 5, MAY 2018
Fig. 2. (a) Rendered image of showing the various components of the proposed system. (b) Photograph of the developed system with the real-time feedback
displayed on the interface.
Fig. 4. (a) Pictorial view of the injection zones in the superiomedial quadrant.
S—superiomedial block and M—medial block. (b) Pictorial view of the Fig. 5. Camera placement for medial ROI.
injection zones in inferiolateral quadrant. L1—lateral junctional block and
L2-lateral-medial 2/3-1/3rd block.
Fig. 7. Diagrams illustrated in various views associated with the placement of the cameras (a) front view, (b) side view (right), and (c) side view (left). The
corresponding regions viewed by the cameras are indicated using the green conical structures.
Fig. 12. (a) Image of a lateral view after the predetection stage. (b) Image
after edge detection (green) with needle template shown in inset.
ROI and define the edges more clearly, the kernel matrices are
chosen with respect to this particular type of image and light
source provided. The first filter has a kernel matrix K 1 , which
is customized from the generalized sharpening matrix [16].
The second filter has a kernel matrix K 2 , which is a
customized from the generalized edge detection [16]. This pre-
processing of the image emphasizes the ROIs and smoothens
the surroundings. The image is now processed by the edge-
Fig. 11. Medial view displayed on the VI.
based geometric pattern matching algorithm, using a general-
ized matching algorithm-based on Hough transform [16]–[18].
IV. V IRTUAL I NSTRUMENTATION The edge-based geometric pattern matching VI uses preset
template image of the object, which we would like to locate
An VI interface was developed in an NI LabVIEW environ- within the image. Using the image-template editor of the NI
ment to acquire and display the visuals seen by the cameras. vision assistant, a suitable template of the needle tip was
The system must be equipped with both NIVAS and NI IMAQ created using one of the previously acquired images [3]. The
drivers. This interface has controls to switch between the template image is then looked up by the Hough geometric
lateral and medial views. Besides displaying the video on pattern matching algorithm to find a match within a threshold
the front view of the VI, an inline video processing is used score of 800 for the lateral view and a score of 750 on the
for the needle position detection [3]. Detecting the needle tip medial view [19]. The camera placement for the medial view
within the orbital is vital [4]; an image-based object tracking is slightly angular and has dim lighting to avoid shadows and
method is utilized to detect the position of the needle within reflections to the camera; therefore, a lower threshold has
the orbital spaces. The needle tip is detected from the images to be used [3]. An image showing the preprocessed image
showing the ocular structures and the orbital spaces in certain before edge detection is shown in Fig. 12(a). Fig. 12(b) shows
ROIs which include the injection zones in both the lateral and the same image after being processed by the edge detection
the medial views; the ROI should also include regions close algorithm, the brightness of this figure is intentionally reduced
to the major ocular structures, such as the globe and ocular to visualize the detected edges better.
muscles in both views. The needle detection approaches use an The edges present within the images that match the needle
image-based object tracking which uses edge detection. The template with a match score higher than the set threshold are
edge detection is done by comparing the brightness, contrast, considered as a positive needle detection. The ROI is manually
and differences in the gradient between the surroundings and selected and stored (once) for both the views to correctly select
the object. To enhance the contrast differences and remove the area of search. This was incorporated into an NI vision
noise from the images, each frame of the acquired video is assistant script [3]. In addition, the VI also has a video logging
converted from an RGB image to an 8-bit grayscale image to feature which is used to record a particular session, the video
enhance the contrast differences. The image is then processed logging, however, records only the video output of the two
with an auto-median grayscale morphology filter [3], [14]. cameras. The entire VI front view can be recorded through the
A local average smoothening filter is employed in the next Microsoft game recorder in compatible computers, a shortcut
stage to bring gradual smoothness to the image and to remove to start and stop the recording is provided within the VI itself.
unexpected blemishes. The penultimate process before the In addition to the needle detection, the VI is also integrated
image goes through the pattern matching algorithm is a set of with an automated warning system, this warning system is
two 3-kernel custom convolution filters. Kernel filters are used capable of delivering indications to the trainees if there are
for various purposes and their effect can vary depending on some procedural mistakes during the procedure. A flowchart
the convolution matrix chosen [14]. Here, the two convolution detailing the subsequent steps involved in the needle detection
filters [15] were chosen as to sharpen the areas within the and warning methodology is shown in Fig. 13.
KUMAR et al.: VIRTUAL INSTRUMENTATION SYSTEM WITH REAL-TIME VISUAL FEEDBACK AND NEEDLE POSITION WARNING 1117
Fig. 14. Lateral view after applying canny edge detection algorithm.
B. Angulation Warning
Angulation warning is given to the trainee when an angu-
lation of the needle tip is detected; angulation of the needle
Fig. 16. Medial view with detection zones marked. occurs when the needle tip forms an angle (minimum of 4.5°)
with respect to the entry site. This type of error can be
dangerous because even though the entry site of the needle was
based on these individual lines representing the ocular muscle, safe due to angulation, the needle tip may be present in the
as shown in Fig. 15. The solid lines represent the boundary unsafe zone or even be in proximity to an ocular structure. The
condition for the respective zone. The LR1 represents the system, however, is not capable of locating the injection site as
boundary for the lateral rectus muscle; this boundary is more it can track only the tip of the needle, and since the image is
than sufficient for the lateral rectus muscle, considering that 2-D, calculating the angle of the needle is difficult. Therefore,
the image is 2-D and the only possible way to reach the muscle an approach was devised for the angulation warning; in the
is by angulating the needle upward. lateral view, the zone in which the needle is initially present
The line IO4 will serve as the boundary condition for the is taken into consideration. A reasonable assumption is that if
inferior rectus muscle, as again the only possible way to reach the needle tip leaves the zone of entry, there is an angulation of
this muscle is improper angulation. the needle tip (this can detect a minimum of approximately 3°).
The injection zone, L1, can now be represented by IO3 and In the lateral view, if the needle enters the region bound
IO4 , and L2 is represented by LR1, IO1 , and IO2 . Since there by IO2 after which the needle tip enters the region bound
is a physical barrier (orbital wall), there is no need to specify a by IO1 or IO3 , and if the needle tip crosses LR1 (lateral
bounding coordinate on the y-axis, and the x-coordinate zone rectus muscle) in L2 or IO4 (inferior rectus muscle) in L1,
separation is more than adequate irrespective of the muscle proximity, an angulation warning
is given to the trainee. In the medial view, angulation is
a X + bY + C (1)
detected using the boundaries MR1 and MR3 , if the needle
IO1 : 0.0379X + Y −463 (2) is detected within zone M and if needle tip crosses MR1 or
IO2 : 0.817X + Y −755 (3) MR3 , an angulation warning is given [21]. The angulation
IO3 : 1.52X + Y −1077 (4) and the muscle proximities are superseded by the procedural
warning in the discredited S zone. The angulation warning,
IO4 : 3.92X + Y −2233. (5)
however, can detect only considerable changes in angulation
The medial automated warning is fairly straightforward for minor angulation and changes in the position of the needle,
as one procedure is completely under disrepute, only the the needle path trace can be utilized. Fig. 17 shows the
medial block is considered as the safe procedure. Three edges, front view of the VI during an improper procedure where the
MR1 , MR2 , and MR3 , are enough to adequately represent the needle is in proximity to lateral rectus muscle and improper
injection regions of the medial view. Fig. 16 shows the zone angulation was also observed; therefore, the system has given
separation in the medial view of the system. The flowchart both the muscle proximity and the angulation warning. Both
displayed in Fig. 13 details the steps involved in the automated the muscle proximity and angulation warning are given a
warning approach. similar notification as the muscle proximity green or red
KUMAR et al.: VIRTUAL INSTRUMENTATION SYSTEM WITH REAL-TIME VISUAL FEEDBACK AND NEEDLE POSITION WARNING 1119
TABLE I
E XPERIMENTAL V ERIFICATION OF THE P ERFORMANCE OF THE N EEDLE D ETECTION A PPROACH
B. Automated Warning
The automated warning system uses the needle position
information to warn the trainee about improper procedures and
ocular structure proximity warnings, to validate the algorithm
positional trials were conducted where the needle is present
in various positions in the orbital cavity in regions of both
in the safe and unsafe injection zones in the lateral and the
Fig. 19. Front view of the VI displaying needle path in the lateral view with medial views. The 150 validation trials were conducted in
the previous needle location represented as green circles. the lateral quadrant with 50 trials allocated for the demarked
boundaries (IO1 , IO2 , IO3 , IO4 , and LR1). The angulation
All the images were recorded using the prototype mannequin warning was tested using ten trials (LR1) and proximity to
system with ocular structures and cameras. To completely the muscle was tested with ten trials (IO1 , IO2 ). The medial
assess the scheme, images contained the needle in various quadrant was tested with 150 validation trials, 30 validation
positions within the ROI were employed. trials for the demarked boundary (MR1, MR2, and MR3),
The set also contained images with no needle present and the needle used for this particular block is shorter than
(30 in each zone) to detect any false detection. The image the needle used for the lateral block only the angulation of
sequence was run in the VI developed, with needle detection the needle was considered and 60 trials are reserved for the
methodology. The results obtained from the test are presented unsafe regions of the medial zone. Ten trials per boundary
in Table I. were deemed appropriate considering that the needle position
The results as displayed in Table I infers that in the lateral detection has been extensively tested. All the procedural and
view, the methodology performs very well. There were no angulation warning systems were simultaneously tested when
false detections in the ROI in the L1, L2, M, and S zones. each boundary was tested. Proximity was tested by bringing
The test results show 99.4% accuracy in detecting the needle the needle closer to the muscle at each boundary line till
within the L1 zone, and 98.8% accuracy in detecting the the needle touched the muscle. Angulation and proximity
needle within the L2 zone. There were three no-detection were verified in the L1, L2, and M zones as the S zone
cases; however, since the needle in these false detections procedure is no longer recommended [7], it was not necessary
lies within the L2 zone and away from the major ocular to monitor the angulation and proximity in this zone. In the
structures, the errors are of less impact. The M zone view angulation testing, the needle was injected perpendicular at
reported 100% accuracy in the detection of the needle. The first and slowly angulated toward neighboring zones and the
S zone reported an accuracy of 95.4%. The relatively reduced ocular structures, since there are no quantifiable means for the
accuracy for this zone is mainly due to the ambient light angulation, this was verified with visual and haptic feedbacks.
and the camera limitations, such as resolution. The anatomy For procedural warnings, needle blocks were performed in
and camera viewing angle makes it difficult for this region L1 and S zones. The results are displayed in Table II. The
to be completely illuminated by the ambient light without angulation warning is 99% accurate; the only instance where it
causing reflections or shadows in the resultant image. If the failed was when the angulation of the tip of the needle crosses
needle is present in these areas, it is difficult for the algorithm the muscle, this type of practice is extremely uncommon;
to identify the needle edges; however, this relative reduction 100% accuracy was recorded for the proximity warning and
KUMAR et al.: VIRTUAL INSTRUMENTATION SYSTEM WITH REAL-TIME VISUAL FEEDBACK AND NEEDLE POSITION WARNING 1121
TABLE II
E XPERIMENTAL V ERIFICATION OF THE AUTOMATED WARNING S YSTEM
98.1% for the procedure warning. The two trials of an unsafe minor change in the location of the needle when every frame is
procedure which was not detected by the system at the medial refreshed in the video, even without any increment in needle
position again is an extreme case, with uncommon angulation. position. From the 30 trials conducted, for 28 trials (93.3%
of the trials), the calculated value of θ was comparable and
C. Needle Path Tracing acceptable with a worst case error of 1.5% to the initial angle
of 10°. The two trials in the lateral gave an erroneous value due
To test the validity of the needle path tracing, the needle to the difference in the location of the needle position. Besides
path tracing was designed as a way to visualize the angulation such occasions the path traced by the system is acceptable
experimental trials were performed with the system using a and can be used to visualize angulation, however, the system
needle which was measured and was marked at every 5 mm cannot quantify the angulation using this method as there is
using a marker. This marking was done to have the perspective no method to ascertain the depth of penetration from a 2-D
of the length of the needle present within the orbital space. video. This method to quantify that the angulation can only
This distance can be used to evaluate the angulation by be done manually was performed to validate dependence of
comparing the length (number of pixels) of the traced line and the needle path trace to the angulation of the needle, thereby
the distance traveled by the needle. The needle was then used giving a visual guide for angulation.
to perform a needle block, using the typical needle injection
sites. The trials were conducted with needle entering to a
depth of 10 mm (two markings on the needle) perpendicular D. Pilot Study
to the top aluminum holder and the angle was incremented To evaluate the usefulness of the system in an actual
till 10° toward the orbital wall. This value of the angle is environment of typical usage and to test the efficacy and
measured using a protractor on the syringe present outside on design of the visual feedback, the porotype was taken for
the aluminum top sheet, and the measured angle is with respect a pilot study at the hospital, Sankara Nethralaya, Chennai,
to this top sheet as there are no means to physically measure India. A total of 41 participants which included 21 trainee
the angle of the needle within the irregularly shaped orbital doctors and 20 consultants participated and were asked to
wall, now the pixel count of the line is noted. The angulation of give their feedback about the system. The participants were
the needle can be calculated using the length of the path trace asked to perform their routine blocks during which the visual
line L p (number of pixels in the line × 0.2 mm) and the depth feedback was not visible to the participant. At the end of
of penetration of the needle L d (10 mm). In this manual test their routine procedure, an experienced instructor would use
with a known depth of penetration of the needle, the angulation the recorded session to point the errors in the performed
θ can now be calculated as shown in the following: procedures if any. The instructor then utilizes the visual
feedback to explain the shortfalls of the unsafe procedures
−1 Lp
θ = 90 − cos . (7) and demonstrate the safer procedures and the participants
LN were allowed to practice the safer techniques using the visual
In the lateral view, a total of 15 injection points were feedback. A questionnaire containing 11 questions concerning
chosen spread across the two injection zones. The medial was the visual feedback and if the participants found realized
validated using 15 injection points all in the M zone as the medial and lateral views were positioned suitably to visualize
S zone is completely disreputed, and a procedural warning is the relevant ocular anatomy were given to the trainee at the end
presented; even if this procedure is attempted, the tracing of of the session, through which they provided feedback on the
the needle path is not required for this quadrant, only as the helpfulness of the visual feedback system, the likeness of the
procedure itself is considered unsafe; monitoring the needle system to human ocular anatomy and viability of the system
path is not required. The location of the needle position at rare for ophthalmic anesthesia training; 95% of the participants
instances can change with a maximum of two pixels, this is due agreed that the lateral and medial views were positioned to
to the needle position detection algorithm, which can show a understand the ocular anatomy and the procedure better. All
1122 IEEE TRANSACTIONS ON INSTRUMENTATION AND MEASUREMENT, VOL. 67, NO. 5, MAY 2018
TABLE III replace the syringe is at cost of replacing the capability of the
C OMPARISON B ETWEEN OAS I S AND THE P ROPOSED S YSTEM system to detect the injection rate of the needle. This detection
system requires external magnets and a special piston and
needle arrangement, which would feel artificial and restricts
the trainee’s freedom. The rate of injection is generally not a
very vital requirement since the volume of the anesthetic is
always monitored and rate of injection is generally practiced
without any aid by all medical professional and clinical
laboratory experts. If the instructor or examiner wishes to
validate the injection rate of a trainee a modified syringe
setup as used in [2] can be utilized. A broader approach is
being explored to measure the rate of injection without being
invasive of the procedural requirements. Scoring the session
which was present in the previous system has been replaced
with video session review; the system was primarily intended
as the teaching and training modules, where procedures can
be demonstrated by an experienced instructor, thereby the
instructor can grade the trainee by virtue of a session recording
of the procedure rather than the score of the procedure. The
proposed system also has features that the help the trainee
visualize angulation of the needle, the angulation warning
was introduced to provide angulation feedback. The needle
path trace provides visualization of the angulation and needle
tip movement and can also provide a geometric template for
certain procedures. There were no such provisions to provide
feedback on the angulation. Training modules can provide
the 41 participants agreed that such a system with visual
knowledge and provide a necessary means to hone one’s
feedback would help them learn the ocular procedures and
skillset; however, the training systems have their own limi-
help perform safer blocks, thereby validating the viability of
tations. An in-surgery assistance system capable of assisting
the system as a repeatable tool for learning and practicing
actual surgical procedures can provide prompt approaches to
ophthalmic regional blocks. All the participants were new to
the procedure and warnings but the intraocular anatomy is
such a system of training, and they were not trained earlier in
difficult to monitor in real time during surgery. Developing
the OASiS system [2], reported earlier which does not have a
such a system would be a proposition for further research.
real-time view.
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typical contemporary ophthalmic training equipment. Nimal J. Kumar was born in Chennai, India, in
1991. He received the B.Tech. degree in electronics
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[17] P. Mukhopadhyay and B. B. Chaudhuria, “A survey of hough transform,” HTIC in 2011. He has authored over 80 peer-reviewed publications in journals
Elsevier Pattern Matching, vol. 48, no. 3, pp. 993–1010, Mar. 2015. and conferences.