Robotic right upper lobe segmentectomy
Review Article

Robotic right upper lobe segmentectomy

Stephanie H. Chang^, Travis C. Geraci, Amie J. Kent, Harvey Pass, Costas Bizekis, Michael Zervos, Robert J. Cerfolio

Division of Thoracic Surgery, Department of Cardiothoracic Surgery, New York University Langone Health, New York, NY, USA

Contributions: (I) Conception and design: SH Chang, RJ Cerfolio; (II) Administrative support: SH Chang, RJ Cerfolio; (III) Provision of study materials or patients: SH Chang, TC Geraci, M Zervos, RJ Cerfolio; (IV) Collection and assembly of data: SH Chang, TC Geraci, M Zervos, RJ Cerfolio; (V) Data analysis and interpretation: All authors; (VI) Manuscript writing: All authors; (VII) Final approval of manuscript: All authors.

^ORCID: 0000-0002-6254-7832.

Correspondence to: Stephanie H. Chang, MD. Department of Cardiothoracic Surgery, New York University Langone Health, 530 First Avenue, Suite 9V, New York, NY 10016, USA. Email: stephanie.chang@nyulangone.org.

Abstract: Minimally invasive surgery, both video-assisted and robotic-assisted, are increasingly used as the primary modality for lung cancer resection. Concurrent, the increased use of imaging for lung screening or incidental lung nodules from imaging for other disease processes has led to more small nodules that require surgical resection and are amenable for segmental resection. Robotic segmentectomy has been shown to be feasible, but requires a good understanding of the anatomy for each specific segment. In this article, we will review the details needed to perform robotic right upper lobe (RUL) segmentectomies, specifically for a posterior segmental resection, anterior segmental resection, and apical segmental resection. The RUL standard arterial, venous, and bronchial anatomy, as well as common variants, are discussed, which is essential for performing segmental resections. Additionally, we review robotic port placement, mediastinal lymph node dissection, and routine postoperative management. Common pitfalls for each segment are highlighted during each section. The posterior segment is the most common isolated RUL segmental resection. A posterior hilar dissection is performed, with common pitfalls including injury to the posterior vein (V2) when dissecting the ascending posterior artery (A2) or injury to the truncus anterior (A1, A3) when dissecting the posterior bronchus (B2). Anterior segments are infrequently performed, and approached from the anterior aspect. Common pitfalls include injury to the truncus anterior (A1, A3) when dissecting the anterior vein (V3) or vascular injury when dissecting the anterior bronchus (B3). An apical segmental resection is rarely performed, and is also approached from the anterior hilum. A common pitfall is injury to the anterior artery (A3) when dividing the apical vein (V1) or bronchus (B1). Knowledge of these potential complications is essential to safely perform RUL segmental resections.

Keywords: Robotic-assisted thoracoscopic surgery; segmentectomy; right upper lobe


Received: 17 November 2020; Accepted: 22 March 2023; Published online: 11 April 2023.

doi: 10.21037/ccts-20-177


Introduction

Anatomic segmentectomy for early-stage non-small cell lung cancer (lesions ≤2 cm), has been shown to achieve similar oncologic outcomes to lobectomy while preserving lung function (1). Segmentectomy requires preoperative planning and intraoperative dexterity to anticipate variations in anatomy and approach. Robotic segmentectomy has been shown to be safe with excellent perioperative outcomes, which is aided by the use of infrared contrast for nodule identification and delineation of the intersegmental plane (2). The use of the robotic platform for segmentectomy has increased by over 500% over the last ten years, with over 800 robotic segmentectomies performed in 2018 (3).

The most commonly performed segments in the right upper lobe (RUL) are the posterior (S2), apicoposterior (S1, S2), anterior (S3), and then apical (S1) segment. While the apicoposterior (S1, S2) segment can be performed, that resection in the RUL leaves only a single anterior segment, as opposed to for the left upper lobe which leaves the anterior segment along with the lingular segments. Additionally, if the patient has a complete minor fissure, the remaining anterior segment is prone to torsion. Thus, the authors do not recommend apicoposterior (S1, S2) segmentectomy in the RUL, and it will not be described in this article. For the remaining isolated segmentectomies, each segment has its particular strategy and exposures for resection of the corresponding segmental artery, vein and bronchus. In all cases, we recommend a complete lymph node dissection, including the interlobar lymph nodes (station 11).


RUL anatomy

The right lung has three lobes: the upper lobe, the middle lobe, and the lower lobe. The major (oblique) fissure divides the upper and middle lobes from the lower lobe, while the minor (horizontal) fissure separates the upper lobe from the middle lobe. The RUL is comprised of three segments: the apical (S1), posterior (S2), and anterior (S3) segments. Each segment is comprised of its own bronchus, pulmonary arterial supply, and pulmonary venous drainage.

Bronchial anatomy

The right mainstem bronchus bifurcates into the RUL bronchus and the bronchus intermedius. Rarely, in less than 0.5% of patients, the RUL bronchus originates from the trachea, proximal to the carina (4). Even more rare is a “porcine” bronchus when the apical bronchus arises from the distal trachea, but the remaining upper lobe bronchi arise from the standard position off the right mainstem bronchus (Figure 1). The RUL bronchus trifurcates into the apical (B1), posterior (B2), and anterior (B3) bronchi. While there is normally a trifurcation (Figure 2), other anatomic variants can exist, such as two separate bifurcations dividing into three segmental bronchi (5).

Figure 1 Chest computed tomography with two coronal sections demonstrating the presence of an aberrant apical right upper lobe bronchus (red arrow) with a second right upper lobe bronchus (yellow arrow) and normal bronchus intermedius (blue arrow).
Figure 2 Bronchoscopic view of the right upper lobe bronchus and segmental bronchi, showing the apical segmental bronchi (B1), posterior segmental bronchi (B2), and anterior segmental bronchi (B3).

Arterial anatomy

The pulmonary artery (PA) divides into the right PA and left PA. The right PA runs inferior/anterior to the bronchus, and superior/posterior to the pulmonary vein (PV) branches. The first branch from the right PA is the truncus anterior, which arises from the superior aspect of the right PA. The truncus anterior (A1, A3) often branches into two segments which supplies the apical segment (S1) and anterior segment (S3). However, A1 and A3 can also arise from two separate branches of the right PA. Another branch of the PA, the posterior ascending (A2), often arises from the interlobar PA and goes to the posterior segment (S2). Many variants can occur, including the entire lobar blood supply arising from the truncus anterior, multiple posterior ascending branches, the A2 branch arising off the superior segment PA (A6) or middle lobe PA (A4, A5), or the A6 branch arising from A2 (5).

Venous anatomy

The PV vein branches are the most anterior hilar structure. The superior PV often drains the RUL and right middle lobe, and lies anterior to the PA. The RUL PV often split into the apical anterior (V1), anteroinferior (V3), and posterior (V2) vein branches. Similar to the PA, V2 can drain into the superior segment vein (V6) or V6 may drain into V2. Rarely, V3 may run posterior to the bronchus intermedius, or the upper lobe vein can drain into the azygous vein or the superior vena cava (SVC).


Robotic RUL segmentectomy

Port placement

Proper placement of the robotic ports is crucial to setting up and successfully performing any robotic pulmonary resection. Our institution uses a da Vinci Xi system (Intuitive Surgical, Sunnyvale, CA, USA), with four robotic ports and an assistant port. After left lateral decubitus positioning with a double lumen endotracheal tube for single lung ventilation, the patient is prepped and draped. The scapula is marked, and a line is drawn along the vertebral right lateral pedicles. The ribs are palpated and counted to identify to the 9th rib. Incision sites for robotic arms 1, 2, and 3 (all 8 mm ports) are marked in the 8th interspace along the line of the 9th rib, measured from its intersection with the right lateral pedicle. Robotic arm 1 is drawn 4 cm from the right lateral pedicle, arm 2 is drawn 8 cm medial to robotic arm 1, and the camera port (robotic arm 3) is drawn 8 cm medial to robotic arm 2. Occasionally, a smaller patient size may require shorter distances, such as 2 cm, 7 cm, and 7 cm, respectively.

An incision is made at the camera port site marking, and the pleural space is entered bluntly with a clamp. An 8 mm trocar is placed, then camera is inserted to ensure entry into the thoracic cavity prior to insufflation. Under thoracoscopic camera guidance, analgesia is administered via subpleural injection of local anesthetic at the remaining planned port sites. Concurrently, an intercostal paraspinal block is performed. The remaining 8 mm ports are placed under camera guidance. The final robotic port is a 12 mm port for arm 4, and is placed anteriorly in the 7th interspace just above the diaphragm. The 7th interspace is used to avoid the rectus muscles. The assistant port (8 mm or 12 mm if using a handheld stapler) is placed between the camera port and the port for robotic arm 4, just superior to the diaphragm (Figure 3).

Figure 3 Robotic port placement for right upper lobe segment. The scapula, posterior axillary line, ninth rib, and course of the diaphragm cresting to the 10th rib is marked on the patient. The ports, from left to right, are robotic arm 1 (8 mm for the tips up grasper), robotic arm 2 (8 mm for the Cadiere forceps), robotic arm 3 (8 mm for the camera), assistant port (8 mm or 12 mm if using a handheld stapler), and robotic arm 4 (12 mm for the long bipolar or robotic stapler).

Instruments

After the robot is docked, the following instruments are used throughout the case:

  • Robotic arm 1—tips up grasper;
  • Robotic arm 2—Cadiere forceps;
  • Robotic arm 3—0 degree robotic camera;
  • Robotic arm 4—long bipolar grasper (with energy). This port is also used for robotic staplers.

Mediastinal lymph node dissection

Once all instruments are in, we first proceed with a complete mediastinal lymph node dissection. The right lower lobe is retracted up, and the inferior pulmonary ligament is divided. All level 8 and 9 lymph nodes are removed. The lung is then retracted anterior, and pleura overlying the posterior hilum is divided. The level 7 subcarinal lymph node packet is completely dissected, with care to ensure hemostasis. Next, the interlobar lymph node (level 11R) present at the division of the RUL bronchus and right bronchus intermedius is carefully dissected and removed, revealing the posterior ascending (A2) and superior segment (A6) arteries. The lung is then retracted inferiorly to expose the azygous vein. The pleura between the SVC and trachea is opened, and the level 2R and 4R lymph node packets are carefully dissected out, with care to avoid the vagus nerve. During this time, the hilar lymph nodes (level 10 R) can be dissected off the superior aspect of the PA, which may ease dissection of the segmental PA branches.

Posterior segmentectomy (S2)

The most common segmental resection performed in the RUL is a posterior segmentectomy (S2). An S2 resection is performed from a posterior approach. After the mediastinal lymph node dissection, the lung is retracted anteriorly. The posterior ascending PA (A2) is identified in the posterior fissure, with the V2 vein coursing above the A2 branch (Figure 4). Usually the posterior fissure can then be completed. If the fissure is difficult to complete, you can divide the A2 and posterior bronchus (B2) first. Otherwise, after division of the posterior fissure, the A2 branch is carefully dissected to avoid injury to V2, and divided with a robotic stapler. Next, the V2 vein is divided with a robotic stapler. Afterward, B2 is visible superiorly. Care must be taken during dissection of B2 to not injure the PA branches arising off the truncus anterior (A1, A3), which lie anterior to the RUL bronchus. All lobar and segmental lymph nodes are removed (level 12R and 13R) throughout the segmental resection.

Figure 4 Posterior artery and vein dissection for a posterior segmentectomy. The posterior ascending artery (A2) and posterior segmental vein (V2) are labeled with arrows. The posterior fissure has been divided, and the right instrument is dissected around A2.

Common pitfalls to avoid are injury to V2 while dissecting A2, as well as injury to A1, A3 while dissecting out B2. Anatomic variants that need to be carefully evaluated are related to the vascular structures. A2 can arise off A6 or A6 can arise off the A2 branch. In either case, the anatomy must be clearly delineated to avoid injury to or accidental division of A6. Similar anatomic variants occur with the venous structures, where V2 can drain into the superior segment PV (V6) or vice versa. Again, care must be taken to identify these anomalies to avoid division or injury of V6, which can lead to segmental necrosis.

Anterior segmentectomy (S3)

A segmental resection of the anterior segment (S3) is less commonly performed than an S2 resection. After the mediastinal lymph node dissection, the lung is retracted posteriorly, and the pleura overlying the anterior hilum is dissected, with care to preserve the phrenic nerve. The superior PV is carefully dissected, and retracted inferiorly with a vessel loop. Next, the anterior vein (V3), which is the most anterior segmental venous branch, should be dissected and divide, though there is risk of injury to the PA when passing the stapler to divide V3. Then, the truncus anterior (A1, A3) is dissected. Throughout the resection, all 12R and 13R lymph nodes are removed. The A3 branch is carefully encircled and divided. The minor fissure can be completed with a stapler, with care to stay anterior to the V2 branch. Underneath the divided A3, the V2 branch is adjacent to the anterior bronchus (B3), and courses between B2 and B3. B3 is encircled, with care to avoid injury to the V2, as well as the apical PA (A1). B3 can be divided with a robotic stapler.

Apical segmentectomy (S1)

An apical segmental (S1) resection is rarely performed, but is performed from an anterior or a superior approach. After dissection of the mediastinal lymph nodes, the lung is reflected posteriorly and the anterior pleura is opened from the base of the superior PV to the apex of the hilum, with care to preserve the phrenic nerve. The apical vein (V1) and artery (A1) are identified and dissected. V1 is then encircled and divided. A1 is then divided. Directly under the divided artery is the apical bronchus (B1), which is best exposed by lifting up the lung parenchyma, and dissecting out the proximal three branches of B1, B2, and B3 and removing the intersegmental lymph nodes. B1 is encircled and stapled, with care to avoid injury to B3. Similar to all segmental resection, all 12R and 13R lymph nodes are removed as part of the dissection.

Division of the segmental fissure

After the segmental structures are divided, indocyanine green is injected intravenously. Using firefly on the robotic camera, the intersegmental plane is identified and marked with cautery. Robotic or bedside staplers are used to complete the parenchymal fissure, with care to include the segmental structures in the specimen (Table 1).

Table 1

Steps to right upper lobe segments and common pitfalls

Right upper lobe segment Approach Steps Common pitfalls
Posterior segment (S2): most common right upper lobe segment Posterior hilar dissection Identify the A2 in the fissure Injury to V2 while dissecting A2
Identify V2 and A6 Injury to A1, A3 while dissecting B2
Open the posterior fissure A2 arises from A6 or A6 arises from A2
Divide A2 V2 drains into V6 or V6 drains into V2
Divide V2
Dissect out the bronchus (B2), with care to avoid injury to A1, A3
ICG injection and parenchymal division
Anterior segment (S3): infrequently performed Anterior hilar dissection Dissect the superior pulmonary vein Injury to A1, A3 while dissecting and stapling V3
Must visualize and protect the phrenic nerve Divide V3 at this time point Division or injury to V2 while opening the minor fissure
Retract superior pulmonary vein inferiorly and expose A1, A3 Injury to A1 or V2 when dissecting B3
Dissect and staple A3
Complete the minor fissure, staying anterior to V2
Encircle B3, with care to not injure A1 or V2
Divide B3
ICG injection and parenchymal division
Apical segment (S1): rarely performed Anterior hilar dissection Dissect and identify A1 and V1 Injury A3 when dividing V1
Must visualize and protect the phrenic nerve Divide V1 Injury to A3 when dividing B1
Divide A1 at this time point
Lift lung parenchyma to expose B1 underneath A1
Dissect and divide B1
ICG injection and parenchymal division

A1, apical pulmonary artery; A2, posterior pulmonary artery; A3, anterior pulmonary artery; A6, superior segment pulmonary artery; V1, apical pulmonary vein; V2, posterior pulmonary vein; V3, anterior pulmonary vein; V6, superior segment pulmonary vein; B1, apical bronchus; B2, posterior bronchus; B3, anterior bronchus. ICG, indocyanine green.

Closure

A specimen bag is placed through the anterior port (arm 4), with the use of robotic arm 1 to pull the corner of the bag inferiorly, aiding in deploying the bag with a large opening. The specimen is placed in the bag. Prior to removing the specimen, the bag is examined to ensure that it is not caught on any staple lines, which can result in significant bleeding when pulling out the bag. After removal of the segment, hemostasis is obtained, and a 20 Fr chest tube is placed apically. The lung is re-expanded under direct visualization, with care to ensure the remaining RUL and the right middle lobe are not torsed.


Postoperative care

Patients undergoing robotic segmentectomy are treated with multimodality pain control at three phases of care: preoperatively with acetaminophen and gabapentin, intraoperatively with an intercostal and field block using local anesthetic, and postoperatively with a combination of acetaminophen, gabapentin, and opioids as needed. A single chest tube is placed post resection. If no air-leak is present with a fully expanded lung on postoperative chest radiograph, the patient’s chest tube is removed after 6–8 hours, regardless of quantity of fluid output. For these patients, they are given a fatty meal to assess for chylothorax, and if none is present, the tube is removed. Patients with an air-leak are connected to a digital chest drainage system to allow ambulation and accurate assessment of air-leak quantity and/or cessation. The majority of patients are able to discharge on postoperative day number one after robotic segmentectomy.


Conclusions

With a complete mediastinal lymph node dissection, as well as a lobar and segmental lymph node removal, segmental resection of the RUL remains a good parenchymal-sparing resection for select small pulmonary lesions. The robotic platform is a useful approach to performing RUL segmentectomies. However, each segment has possible anatomic variants or common pitfalls that each surgeon should be cognizant of during the procedure.


Acknowledgments

Funding: None.


Footnote

Provenance and Peer Review: This article was commissioned by the Guest Editor (Richard Lazzaro) for the series “Robotic Anatomic Pulmonary Resection” published in Current Challenges in Thoracic Surgery. The article has undergone external peer review.

Conflicts of Interest: All authors have completed the ICMJE uniform disclosure form (available at https://ccts.amegroups.com/article/view/10.21037/ccts-20-177/coif). The series “Robotic Anatomic Pulmonary Resection” was commissioned by the editorial office without any funding or sponsorship. MZ reports a financial relationship with Intuitive Surgical Inc. The authors have no other conflicts of interest to declare.

Ethical Statement: The authors are accountable for all aspects of the work in ensuring that questions related to the accuracy or integrity of any part of the work are appropriately investigated and resolved.

Open Access Statement: This is an Open Access article distributed in accordance with the Creative Commons Attribution-NonCommercial-NoDerivs 4.0 International License (CC BY-NC-ND 4.0), which permits the non-commercial replication and distribution of the article with the strict proviso that no changes or edits are made and the original work is properly cited (including links to both the formal publication through the relevant DOI and the license). See: https://creativecommons.org/licenses/by-nc-nd/4.0/.


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doi: 10.21037/ccts-20-177
Cite this article as: Chang SH, Geraci TC, Kent AJ, Pass H, Bizekis C, Zervos M, Cerfolio RJ. Robotic right upper lobe segmentectomy. Curr Chall Thorac Surg 2023;5:22.

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