The role of mechanical
instrumentation in the cleaning
of root canals
ZVI METZGER, MICHAEL SOLOMONOV & ANDA KFIR
The cleaning and shaping of the root canal is a key procedure in root canal treatment. The aim of cleaning is the
removal of tissue remnants and bacterial biofilms in order to allow close adaptation of the root filling to the canal
walls. In simple straight canals with a round cross-section, this aim is easily attained by mechanical instrumentation
and irrigation. The task of cleaning presents a greater challenge in oval canals, curved canals, and in canal systems
that contain an isthmus. In areas that are inaccessible to mechanical instrumentation, the cleaning greatly depends
on the action of sodium hypochlorite, which is used to dissolve and remove all of the remaining tissues and
bacterial biofilms. Traditional irrigation with syringe and needle is often ineffective in cleaning such inaccessible
areas. Newer irrigation methods allow for better cleaning by facilitating a more effective flow of irrigants;
nevertheless, adequate, larger, mechanical preparations are required for the effective use of these methods. An
alternative approach is to use a hollow file that adapts itself to the cross-section of the canal, without excessive
enlargement of the canal, thus allowing mechanical scrubbing of the walls with a continuous flow of the irrigant
through the file. All cleaning methods reach their limit in cases of long narrow isthmuses that are often inaccessible
to mechanical instrumentation; adequate instrumentation is, however, a prerequisite for all cleaning methods.
Received 2 August 2013; accepted 22 September 2013.
Introduction
If root canals could be thoroughly cleaned using
irrigation alone and effectively obturated, there would
be no need for mechanical instrumentation (1).
However, with the currently available technologies,
this is not yet clinically possible (2). Various forms of
mechanical instrumentation have been used over
the years for “cleaning and shaping” root canals.
Mechanical instrumentation is often thought of as a
means to facilitate root canal obturation by “shaping”
the canal to accommodate certain types of master
cones or certain types of pluggers. Nevertheless, it is
recognized that cleaning and disinfecting of the
apical part of the canal with irrigants such as sodium
hypochlorite is ineffective unless the canal is
instrumented to a given size (3–9).
Previously, extensive instrumentation was the
hallmark of good endodontic treatment (3,6,10–12).
Over the years, it became recognized that extensive
removal of dentin tends to weaken the root and should
be avoided (13–16). This realization led to a narrower
ideal “look” of the root canal filling. The question
about the appropriate amount of dentin to be
removed for adequate cleaning is still debated
(3–9,17). The adequate apical size and proper taper
of the rotary instrument are still not settled
(6,9,17,18). Recently, a new concept of mechanical
instrumentation was introduced to allow effective
cleaning while avoiding excessive removal of sound
dentin, which potentially could lead to minimally
invasive endodontic treatment.
The purpose of this review is to look at the targets
and challenges for effective cleaning of root canals and
Endodontic Topics 2013, 29, 87–109
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