Ortho System 2015

User manual
www.3shape.com

RX only

OS-1.6.1.0-A-EN

Table of Contents
Introduction ................................................................................................................... 1
Intended Use .............................................................................................................. 1
Indications for Use ....................................................................................................... 1
Software Device Performance ........................................................................................ 1
Ortho System Product Structure ....................................................................................... 2
System Settings ............................................................................................................. 6
System Requirements .................................................................................................. 6
Setup Network Installation ............................................................................................ 6
1 Ortho System Installation ............................................................................................. 7
1.1 Installation ............................................................................................................ 7
1.2 Trios Connection .................................................................................................. 14
2 Patient and Case Management ..................................................................................... 16
2.1 Getting Started .................................................................................................... 16
2.1.1 Executing OrthoAnalyzer ............................................................................... 16
2.1.2 Creating a New Database Entry ........................................................................ 17
2.1.2.1 New Patient .............................................................................................. 17
2.1.2.2 New Model Set .......................................................................................... 18
2.1.3 Returning to a Database Entry.......................................................................... 19
2.1.3.1 Patient Model Set ...................................................................................... 19
2.1.3.2 Open Model Set ........................................................................................ 30
2.1.4 Starting a New Session.................................................................................... 30
2.1.4.1 Import the Third Party Model Sets ............................................................... 30
2.2 Exporting ............................................................................................................ 35
3 Trios Scan Import ...................................................................................................... 40
3.1 Importing TRIOS Scans via the TRIOS Direct Connect Inbox ...................................... 40
3.2 Importing TRIOS Scans Using 3Shape Communicate ................................................ 44
4 Preparation ............................................................................................................... 47
5 ScanIt Orthodontics and ScanIt Ortho Impression .......................................................... 60
5.1 R-Series Scanners ................................................................................................ 61
5.1.1 Unpacking and Installation ............................................................................... 62
5.1.2 ScanSuite ...................................................................................................... 65
5.1.3 ScanIt Manager .............................................................................................. 66
5.1.4 Scanner Calibration ......................................................................................... 70
5.1.5 Occlusion Setup Tool Calibration ....................................................................... 71
5.2 Performing a Scanning Job .................................................................................... 73
5.2.1 Patient Information Form ................................................................................. 74
5.2.2 Model Set Form .............................................................................................. 74
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5.2.3 Scanning Dental Models with ScanItOrthodontics (SIO) ....................................... 76

5.2.3.1 Scan Maxilla ............................................................................................. 76
5.2.3.2 Scan Mandible .......................................................................................... 78
5.2.3.3 Scan Occlusion ......................................................................................... 79
5.2.3.4 Model Alignment ....................................................................................... 81
5.2.4 Scanning Dental Impressions with ScanIt Ortho Impression (SIOI) ....................... 84
5.2.4.1 Model Set ID Form .................................................................................... 85
5.2.5 Scanning Job.................................................................................................. 86
5.2.5.1 Scan Maxilla ............................................................................................. 86
5.2.5.2 Scan Mandible .......................................................................................... 89
5.2.5.3 Scan Bite ................................................................................................. 90
5.2.5.4 Cutting .................................................................................................... 90
5.2.5.5 Model Alignment ....................................................................................... 92
5.2.6 Creating Virtual Base .................................................................................... 100
5.3 Processing on a Second PC .................................................................................. 104
5.3.1 Scan Settings Form ....................................................................................... 105
5.3.2 Workflow ..................................................................................................... 106
5.3.3 Post-Processing Mode .................................................................................... 107
5.3.4 Switching to Post-Processing Mode from Another Mode...................................... 107
5.3.5 Scanning Mode ............................................................................................. 107
5.4 Updating Existing Orders in ScanItOrthodontics and ScanIt Ortho Impression ............ 108
6 Ortho Analyzer & Ortho Planner ................................................................................. 111
6.1 Ortho Analyzer and Ortho Planner User Interface ................................................... 112
6.1.1 Main Toolbar ................................................................................................ 112
6.1.2 Visualization Toolbar ..................................................................................... 113
6.1.3 Visualization Sliders ...................................................................................... 117
6.2 Interactive Tools ................................................................................................ 118
6.2.1 Virtual Articulator (Ortho Planner Only) ........................................................... 118
6.2.2 3D Measurements and Custom Analysis ........................................................... 125
6.2.3 2D Cross Section, 2D Measurements and 2D Overlays ....................................... 131
6.3 Function Panel ................................................................................................... 149
6.3.1 Manipulation ................................................................................................ 151
6.3.1.1 Align CT Scan ......................................................................................... 151
6.3.1.2 Occlusion ............................................................................................... 156
6.3.1.3 Alignment for Open Model Set .................................................................. 161
6.3.1.4 Treatment Planning: Virtual Setups (Ortho Planner Only) ............................. 162
6.3.1.4.1 Setups ............................................................................................. 164
6.3.1.4.2 Tooth Movements and References........................................................ 167
6.3.1.4.3 Toolkit for Virtual Setups .................................................................... 177
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6.3.2 Configuration ............................................................................................... 184

6.3.2.1 Standard Planes ...................................................................................... 184
6.3.2.2 Setup Occlusion Plane .............................................................................. 186
6.3.2.3 Segmentation for Maxillary Model .............................................................. 187
6.3.2.3.1 Set Points ......................................................................................... 187
6.3.2.3.2 Define Cut ........................................................................................ 191
6.3.2.3.3 Sculpt .............................................................................................. 195
6.3.2.3.4 Rotation Center ................................................................................. 195
6.3.2.4 Segmentation for Mandibular Model ........................................................... 196
6.3.3 Analysis ....................................................................................................... 196
6.3.3.1 Dental Arch Analysis ................................................................................ 197
6.3.3.2 Analysis Reports ..................................................................................... 201
6.3.3.3 Overbite/Overjet ..................................................................................... 204
6.3.3.4 Questionnaires ........................................................................................ 207
6.3.3.4.1 Using a Questionnaire ........................................................................ 208
6.3.3.5 Generate Report ..................................................................................... 211
6.3.3.6 Occlusion Map......................................................................................... 212
6.3.4 Model Set Comparison ................................................................................... 213
6.3.4.1 Compare Model Sets ................................................................................ 214
6.3.4.2 Maxillary Model Registration ..................................................................... 215
6.2.4.3 Mandibular Model Registration .................................................................. 218
6.3.4.4 Difference Map for Two Model Sets ............................................................ 218
6.4 Saving .............................................................................................................. 219
6.4.1 Save Session................................................................................................ 219
6.4.2 Save Models as... ......................................................................................... 219
6.5 Customized Workflow Wizard ............................................................................... 219
7 Bracket Placement Module ........................................................................................ 223
8 Appliance Designer .................................................................................................. 232
8.1 Appliance Designer Glossary ................................................................................ 233
8.2 ApplianceDesigner User Interface ......................................................................... 235
8.2.1 Main Toolbar ................................................................................................ 236
8.2.2 Visualization Toolbar ..................................................................................... 238
8.2.3 Additional Plane Views ................................................................................... 240
8.3 Components Tab ................................................................................................ 241
8.3.1 Part ............................................................................................................ 241
8.3.1.1 Shell ...................................................................................................... 241
8.3.1.2 Bar ........................................................................................................ 246
8.3.1.3 Combine Models ...................................................................................... 253
8.3.1.4 Remove Undercuts .................................................................................. 255
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8.3.1.5 Model Hollowing ...................................................................................... 259

8.3.1.6 Bracket Transfer Master Model .................................................................. 261
8.3.1.6 Information Component ........................................................................... 270
8.3.1.7 Post Processing ....................................................................................... 271
8.3.1.8 Load Model ............................................................................................. 272
8.4 Features Tab ..................................................................................................... 274
8.5 Workflows ......................................................................................................... 289
9 Ortho Control Panel .................................................................................................. 293
9.1 The Ortho Control Panel User Interface ................................................................. 293
9.1.1 Control Toolbar............................................................................................. 294
9.2 Executing the Program ........................................................................................ 295
9.2.1 System Settings ........................................................................................... 295
9.2.1.1 OrthoAnalyzer......................................................................................... 296
9.2.1.2 ApplianceDesigner ................................................................................... 297
9.2.1.3 ScanItOrthodontics.................................................................................. 298
9.2.1.4 ScanIt Ortho Impression .......................................................................... 299
9.2.1.5 Database ............................................................................................... 299
9.2.1.6 Export Settings ....................................................................................... 302
9.2.1.7 Miscellaneous ......................................................................................... 304
9.2.1.8 Dongle Licence Server ............................................................................. 309
9.2.2 Administrative Settings ............................................................................... 310
9.2.2.1 Dongle Service ..................................................................................... 310
9.2.2.2 Communication .................................................................................... 311
9.2.2.3 Sites ................................................................................................... 314
9.2.3 Workflows Settings .................................................................................... 315
9.3 Construction Elements ........................................................................................ 317
9.3.1 Template Base Models ................................................................................... 318
9.3.2 Bars ............................................................................................................ 320
9.3.3 Attachment Settings ..................................................................................... 323
9.3.4 Teeth Movement Constraints .......................................................................... 325
9.3.5 ID Tag Settings ............................................................................................ 326
9.4 Custom Report Configuration ............................................................................... 328
9.4.1 Report Types ................................................................................................ 328
9.4.2 Report Templates ......................................................................................... 329
9.5 Analysis set up................................................................................................... 330
9.6 Custom Analysis................................................................................................. 332
9.6.1 Custom Objects and Primitives ....................................................................... 332
9.6.2 Lookup Tables .............................................................................................. 336
9.6.3 Collections ................................................................................................... 337
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9.6.4 Questionnaires ............................................................................................. 343

9.6.5 Analysis Objects General Settings ................................................................... 352
9.7 Tools ................................................................................................................ 353
Manufacturer Information ............................................................................................ 355
Warnings and Precautions............................................................................................ 356
Regulatory Representatives ......................................................................................... 359

Introduction
Intended Use
3Shapes Ortho System is a 3D scanning and software system used for:

Recording the topographical characteristics of teeth by scanning either physical

gypsum-models or impression-models of full arch mandibular and maxillary dental
arches
Accessing and managing scanned 3D models
Measurement, analysis, inspection and visualization of scanned orthodontic models
Virtual Planning of orthodontic treatments
3D appliance design based on scanned orthodontic models
Warning! The software does not contain any functionality attempting to check
whether any such real-life implementation attempt might result in damage, e.g. to
the patients teeth or jaw. Any treatment attempt to implement on a patient a tooth
movement or other manipulation visualized by way of the software should be planned
and made only by a dental professional having with due diligence assessed whether
the visualized manipulation can actually be implemented without causing damage to
the patient.

Indications for Use

Ortho System is intended for use as a medical front-end device providing systematic
inspection, detailed analysis and virtual appliance design options before the start of an
orthodontic treatment. It can also be applied during the treatment to inspect and analyze the
progress of the treatment. And finally at the end of the treatment to evaluate if the outcome is
consistent with the planned/desired results.
Contraindications: no specific contra-indications. It is the clinicians responsibility to assess
whether some specific treatment planning decisions (for example tooth movements, tooth
extractions or inter-proximal reductions) can be carried out in practice during the treatment.

Software Device Performance

Ortho System has been developed with the intention of providing maximum safety and
accuracy with regards to analysis results, measurements, tooth movement simulations and
virtual orthodontic appliance designs. The actual performance of the software is limited by the
quality, resolution and accuracy of its input data (scan surface) and the users decision on how
to perform the measurements and designs.

Ortho System Product Structure

The Ortho System software modules offer flexible options within digital orthodontics. Please
make sure to contact your 3Shape reseller to activate additional modules.

Scan Applications

Communicate Inbox: For reception of files from labs, practices and others with a
3Shape Communicate account. The system comes with 20 Inbox connections included;
additional connections to be purchased separately;
TRIOS: For generation of 3D models using 3Shape intra-oral scanners;
R-Series: For generation of 3D models using 3Shape lab scanners;
3rd Party Scanner: For integration of 3D models using 3rd party scanners.

Analyze

Ortho Analyzer: Analysis and diagnostics based on 3D models. Integrates with

DICOM data, 2D images (photos, ceph, etc.) and patient information. Enables 2D and
3D measurements and Standard analysis (Bolton, etc.). No modification of the tooth
positions. Includes 3Shape Communicate interface and enables integration to Patient
Management Systems;
Study Model Builder: Enables the export of 3D study models in STL format for
manufacturing or exchange with Patient Management Systems.

Plan

Ortho Planner: Treatment planning and monitoring, including virtual setups

(modification of tooth positions), extraction and stripping simulations, virtual articulation
and attachments. Requires Ortho Analyzer.
Planning Model Builder: Enables the export of planning 3D models (virtual setups) in
STL format;
Bracket placement (indirect bonding): Needed for accurate positioning of brackets.
Add-On to Ortho Planner.

Design

Appliance Designer: CAD modelling of orthodontic appliances (e.g. RPEs, retainers,

sleep apnea devices, splints and more.)
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Design Builder: Enables the export of CAD designs in STL format, including transfers
for indirect bonding.
Bracket transfer (indirect bonding): CAD modelling of design transfers for indirect
bonding according to placement defined in the Bracket Placement add-on module. AddOn to Appliance Designer.

R-series scanner Ortho System Premium Bundle

When purchasing an R-series scanner with the Ortho System Standard bundle, the software
modules in green are included.

R-series scanner Ortho System Standard Bundle

When purchasing an R-series scanner with the Ortho System Standard bundle, the software
modules in green are included.

TRIOS Ortho Bundle

When purchasing a TRIOS Ortho Scanner bundle, the software modules in green are included.

Ortho System Cad Points

CAD-points can be used in the modules outlined with an orange edge.

Legend:
Sign

Meaning
Included in bundle
Can be purchased as
Add-on
Add-on
Not included in bundle
NA Not applicable

System Settings
System Requirements
Item

Minimum Requirements
Windows 7 or 8 32- or 64-bit,
OS
Windows 10
RAM
8 GB or better
Monitor Resolution 1280x1024 or similar
Video Card
1 GB GeForce
Memory
Available HDD
250 GB
Space
CPU
IntelCore i5 or equivalent
Network
Network Internet connection
Mouse
With the wheel button

Recommended
Windows 8 Pro 64-bit or Windows
10
16 GB
1920x1200 or similar
2 GB GeForce
1 TB
IntelCore i7 or equivalent
Network Internet connection
With the wheel button

Setup Network Installation

In order to import/export orders and communicate with your partner, your computer must be
connected to the Internet (through Wi-Fi or cable).

1 Ortho System Installation

1.1 Installation
1. Start the installer by unpacking the .zip file. You will get the installation information:

Click Next to proceed with the installation

2. Choose the installation type and click Next:
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3. Choose the installation option by clicking at the corresponding icon:

4. Install the Ortho database. Click Next to move to proceed:

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5. Data migration is performed on this step. Click Next:

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6. Select the components for the installation:

12

7. View the list of the components installed and click Finish:

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1.2 Trios Connection

There are 2 ways to export the TRIOS scans into the Ortho System:
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1. Direct Connect is the method to transfer TRIOS scans locally: it only works if the TRIOS
and the Ortho System are installed on the same Local Area Network.
2. 3Shape Communicate allows to send scanned file directly over the Internet, using
3Shapes cloud based solution called Communicate.
Please refer to the dedicated technical guide to set up the TRIOS unit properly for these file
exchange methods.
For Ortho System configuration information please refer to the Ortho Control panel section.

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2 Patient and Case Management

2.1 Getting Started
This section describes the principles of managing the orthodontic models in OrthoAnalyzer .
The chapter is divided into three parts: the first part is about a new patient entry, the second is
for working on already created cases, and the third is for running an independent session with
no patient database attachments.

2.1.1 Executing OrthoAnalyzer

OrthoAnalyzer is started by double-clicking the OrthoAnalyzer desktop icon

or via the
Windows Start menu: Start Programs 3Shape OrthoAnalyzer. When the application
starts, the following screen appears.

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Ortho Analyzer main window

2.1.2 Creating a New Database Entry

2.1.2.1 New Patient
Before starting an analysis session, a patient database needs to be created. To create a new
patient, click the

Patient model set button in the Main toolbar this will open the Patient

Browser. In the Patient Browser window, select New patient

will pop up.

a New patient info form

Open patient case form

The New patient info form contains the administrative and personal data. The administrative
settings are:
Option
Patient ID
Patient
external id
SSN
Clinic

Function
This field is reserved for the patients unique ID. It is a manually maintained
string of alphanumeric symbols.
Indicates the patient external id.
Stands for the patients Social Security Number.
A description string for the clinic the session is being held for and is made for
the scanning centers. To use this option the clinic and its data have to be
previously registered in Orthodontics Control Panel.

17

Click Create to save the data entered.

Watch
Part1:
Part2:
Part3:
Part4:

also video:
How to use
How to use
How to use
How to use

the
the
the
the

Patient
Patient
Patient
Patient

Browser
Browser
Browser
Browser

in
in
in
in

Ortho
Ortho
Ortho
Ortho

Analyzer
Analyzer
Analyzer
Analyzer

2.1.2.2 New Model Set

This step creates a new model set for the current patient by letting you fill in a small dialog
box. Click the

New model set button to get the New patient model set info window:

New patient model set info form

Option
Attach
model
Patient id

Function
Allows you to enable and disable upper and lower jaw of the model set for later
import by clicking the corresponding image.
Indicates the ID of the patient.
Corresponds to the ID string that uniquely identifies the model set for a
Model set id
particular patient.
Mode set
Indicates the external id of the model.
external id
Comment
Any comments related to the order or the model can be added here.
Operator
Fill in the name or the code of the operator performing model set analysis.
Model set
The date the model was created (the default date can be modified).
date
Scan date
The Date the scan was taken (the default date can be modified).
Scan time
The time the scan was taken (the default time can be modified).

18

Click Create to save the changes.

Note: The information specified in New patient and New patient model set
appears at the bottom left corner of the session window for reference.

2.1.3 Returning to a Database Entry

2.1.3.1 Patient Model Set
The Patient model set option allows you to start the analysis session.
You can also start analysis session by opening an existing patient model set by clicking the
Patient model set button in the Main toolbar. Then the empty Open patient case window pops
up suggesting to search for a patient.

Open patient case window

You can use two options to search the cases in the system:
Search
Use the Search bar in the right corner of the window to view model sets for inspection. Click
the blue triangle in the corner of the field to apply different criteria for search.
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Click the Search button leaving the Search field blank to see all available model sets,
configured in the Control panel. A list of patients sorted by their IDs will appear under Patient
Selection, which would offer model set(s) for further inspection.
Advanced search
Use the Advanced search option for more precise results:

Advanced search

The system has several indications in the main window to help you look for the necessary
model sets in the catalogue:
a)

Clicking on the root of the Patient Selection tree will display patients IDs and names.

20

Patient Selection

The options available at this stage are:

Option

Function
New patient creates a new patient in the
patient database (see chapter New patient).
Import from file button permits to import
models from other folders.

Selecting the Import from file

button opens the Import window, where you can select
the folder the file will be imported from. The format for imported files is .3sz.

21

Importing from file

b)
Clicking on one of the patient ID (name) in the catalogue will display the ID, operators,
comments, model set dates and scan dates associated with all the model sets for the patient ID
selected.

22

Option

Function
New model set allows you to create a new patient model set for the selected
patient (see chapter New model set).
Edit patient button opens the existing patient information form of the selected
patient for editing. Click Change to save changes.
Delete patient allows you to remove the selected patient from the list.
Export to file allows you to save the selected file in the selected folder.

Click the blue arrow at the Export to file

Option
Export to file
Export Trios
models without
patched areas
Export to
CAMBridge

button to view the export options:

Function
Allows you to export the model to the selected file*.
Allows you to export Trios models without patched areas.
Exports the model to CAMBridge.

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Export to ABO
Send to
Communicate
Export models
Export to table

Allows you to export model formatted according to the ABO format

including the occlusion and sagittal planes.
Allows you to transfer the files via 3 Shape Communicate.
NB: 3Shape Communicate only allows the export of one model set at a
time. Also DICOM data cannot be included with the export file using this
option.
Allows you to export models to the Program Data folder.
Allows you to send export the info in the .xml format.

* If you select Export to file, you will open the window, where you can select the folder where
it will be exported to. The format for the exported files is .3sz.

Exporting to file

When you select the Export to CAMbridge

selected model in the Model preview window.

button you can observe the preview of the

24

Model preview window

c)
Unfolding the patient model set tree further and clicking on one of the model IDs (e.g.
1002-1), representing the selected model set, will display seven views corresponding to this
particular model.

25

Option

Function
Open model set button produces just the same effect as a double left-click on
the selected model, i.e. it submits the selected model to the analysis process
opening it in the session window.
Edit model set button opens the existing patient case information form and
suggests editing the fields which were previously filled in. Click Change to save
changes.
Prepare model set allows you to create the virtual base on the model.
Delete model set removes the selected model set.
Duplicate model set - allows you to copy the selected model set.
Refresh previews refreshes visualization of the settings changed in the Ortho
Control Panel.

If the model is not prepared it will be marked with the red exclamation
Prepare model set

mark. Click the

option to open the Preparation step.

Note: There are two preview options available at this stage: small previews and
large previews. Click on the Views button on the top toolbar to select the most
convenient viewing option.

26

Small previews option

27

Large previews option

Throughout advancing to the last node of the selection tree, the system assists you in
tracing the order selection, as well as in managing the active selection with available
options. There are two sections in the window which perform this task:

1. The dark grey field at the bottom of the window summarizes the information related to
the active selection.
2. The top toolbar window modifies its content according to the active selection:
All of the options described above may also be accessed by right-clicking on the active selection
label (top) or image (bottom):

28

The Preview option displays the preview of the selected model. Once you click at this
option the Order 3D Preview form appears:

29

Order 3D Preview form

2.1.3.2 Open Model Set

In order to complete this step, it is required that there is a patient case created (see chapter
New Patient). Having opened a patient model set in the session window (see the chapter
Patient Model Set) you may employ the
Open model set option to see the record of just
the patient case specific to the model opened. The function is provided in order to open a
different model set for the same patient and to compare models while making a complete
analysis of a single model set.

2.1.4 Starting a New Session

2.1.4.1 Import the Third Party Model Sets
This section explains how to import a scan generated from a non-3Shape Scanner.
Watch also video:
How to import and export data
Warning: Please assure that any scan models imported into the system are
representing the specific patient dentition in adequate quality.

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To start an analysis session it is first necessary to open existing models for inspection.

1. Click
Open models in the Main toolbar. The empty Open models window pops up
suggesting browsing for a model in .dcm, wrl or .stl formats.

General:
Select either of the 2 models to automatically locate the complimentary model and open the
model set.

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Maxillary model:
Choose a maxillary model only, to load into the system.

Mandibular model:
Choose a mandibular model only, to load into the system.

2. To browse for a model set in the Orthodontics Control Panel, use the Browse buttons under
each of the blank fields. The default path to the folder with files of the patient database is
C:\Program Files\3Shape\OrthoData.

You may browse exclusively for the maxillary or mandibular models using the Maxillary
model or Mandibular model fields of the window.
If both parts of a model set are required, then it is possible either to select them using
the option described above or to browse for any of the two models in the General field.
The system automatically locates the pair model in the same folder to form a properly
occluded double-cast for further inspection.

32

It is possible to load CT Scan file at this stage. Click Browse and follow the same procedure as
described in the DICOM section.
3. Check Show preview to see the selections made in the preview boxes to the right of the
window.
4. Check Decimate db models to...triangles to decrease the number of triangles on the
model to a predefined value.

33

Note: Decimation might be required if the imported model contains too many
triangles for proper processing in the software. The decimation process will not affect
the geometry of the original model but rather optimize the number of triangles to
preserve it.
5. Click Rotate to set the appropriate rotation angle for the relational positioning of the
maxillary and the mandibular models. In the new window which pops up immediately after you
push the Rotate button, move the Rotation degrees sliding bar (minimal value being -180,
maximal 180) to bring the rotation angle to the necessary value. View the changes made in
the preview boxes provided, to help you to control the maxillary, mandibular and the occluded
modes rotation.

6. Click Load to display the selected model(s) in the session window and start the analysis
session.
Warning: Please assure that any scan models imported into the system are
representing the specific patient dentition in adequate quality.

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2.2 Exporting
The Export section allows you to make changes the settings for the Export option in the Ortho
System Appliance Designer and Ortho Analyzer files destination, unique file names etc. It is
recommended to use this feature for all import and export of model sets, rather than copying
the files from the Windows Explorer.
Watch also video:
How to import and export data
Set up parameters in Ortho Control Panel first.
Note: These parameters will apply to 3D models created via the Export Model As
options in the Ortho Analyzer and Appliance Designer software, but also to the
Export features in the Ortho System Patient Browser.
1. Export Model as

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Indicate a file type / extension (STL or DCM) and Change file name (standard or unique ID).
2. Exporting Models, Patients or patients groups out of the Ortho System:

Export Patient from Patient Browser interface

Export to table allows you to export all the information to the .xml file.

Export Model Set from Patient Browser interface

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Types of Export are:

Option
Export to file
Export Trios
models without
patched areas
Export to
CAMBridge
Export to ABO
Send to
Communicate
Export models
Export to table

Function
Allows you to export the model to the selected file*.
Allows you to export Trios models without patched areas.
Exports the model to CAMBridge.
Allows you to export model formatted according to the ABO format
including the occlusion and sagittal planes.
Allows you to transfer the files via 3Shape Communicate.
NB: 3Shape Communicate only allows the export of one model set at a
time. Also DICOM data cannot be included with the export file using this
option.
Allows you to export models to the Program Data folder.
Allows you to send export the info in the .xml format.

Export Patient Group

37

Export Patient Group in Patient Browser

Export section in Control Panel

Option
Use ModelSet folder for export
Use default export folder

Function
If checked enables exporting files to Model Set folder.
This will apply all available Export options: Export to File,
Export TRIOS Models without patched areas, Export to
CAMbridge, Export to ABO.
If checked allows you to set the path to the default
export folder (by clicking Browse).
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If checked allows to give the exported models unique

names such as Patient and Model Set ID when exporting
Use qualified names when
models. If this is unchecked, the model sets will have
exporting models
standard names such as Maxillary.XXX and
Mandibular.XXX
Export of TRIOS models with
If checked, enables exporting of TRIOS models with
patched areas into single archive patched areas into single archive.
Export format
Allows you to select the format for the exported file.
Note: To export Study models as STL, please make sure that you have an active
license of the STL Study Model Builder.
To export Planning models as STL, please make sure that you have an active license
of the STL Planning Model Builder.

39

3 Trios Scan Import

Ortho Analyzer can work with the orders scanned with TRIOS. There are two main import
solution for TRIOS scans: Using the TRIOS Inbox, via the so-called Direct Connect folder. Or
use the cloud based solution called 3Shape Communicate.

3.1 Importing TRIOS Scans via the TRIOS Direct Connect

Inbox
Once you have connected Ortho System 2015 to Trios (find more information on this in the
Ortho Control panel manual) you can work with the orders:

Trios tab

1. Operation buttons indicate the actions that can be performed with the selected order.
Option

Function
Refresh option allows you to refresh the list of the
orders.
Accept allows you to accept the order and start
working with the case*.
Reject option rejects the selected order.
Accept all allows you to select all the orders in the
list.

40

Preview displays the preview of the scanned

model**.

* After you click Accept

button the Accept the selected orders form popups:

Accepting the selected orders

The selected order will be marked with the padlock

Once you click Accept you get the message:

Click OK. This will automatically open the Control panel Sites form. Fill in the information and
click Save:

41

Filling in the Sites information for the order in the Ortho Control panel

** When you click the Preview

button the Order 3D Preview form appears:

42

Preview form

2. Trios orders tree enlists the folders with the currently available orders.
3. It is possible to open the list of options duplicating the Operation buttons by right-clicking
the desired orders in the List of orders:

43

3.2 Importing TRIOS Scans Using 3Shape Communicate

Communicate
It is possible to send/receive orders via 3Shape Communicate account, so files can be easily
exchange between the orthodontic clinic and lab.
After you have set the Communicate connection in the Ortho Control panel, the Communicate
tab is activated:

The settings here are similar to the ones in TRIOS tab, as described in the chapter Importing
TRIOS Scans via the TRIOS Direct Connect Inbox. Apart from receiving orders, it is possible to
send orders from Ortho Open patient case form to your Communicate account via Send to
Communicate option:

44

Once you have chosen the site in the appeared window and clicked OK, the Progress bar
appears:

After the export you can view the case in your Communicate account at
www.3shapecommunicate.com:

45

46

4 Preparation
Click at the Prepare model
perform preparation of the model.

button in the Patient case section, after choosing a case to

Note: If you need to align jaws first you can go back to the Occlusion
(find more information on this in the Occlusion section).

step

Plane alignment section

Following the next steps will create the virtual base on the model:
1. Place the points indicating the occlusion plane following the instructions in the Plane
alignment window. In order to set up the occlusion plane, turn off the mandibular with the help
of the visualization slider in the upper right corner (the image above).

47

Indicating occlusion plane

2. Draw a red line on occlusion plane to create the Sagittal plane. Is it easy to draw it along the
center of the hard palate:

48

Drawing a Sagittal plane

3. The Sagittal plane position can be adjusted manually (turns blue when active):

49

Move the blue control point (2) to change the position of the plane along the Occlusal plane.
Drag the red control point (1) to change the angle of the plane.
Click OK to move to the next step.

4. You are taken to the Virtual base

step.

On this step you create the virtual base using such options as Define cut, Fit Base and
Create Base.

Define cut
50

Define cut option

Use the following options to operate through the step:

Option

Function
Upper/Lower base icons toggle the visualization of the corresponding
models for better overview. Click on each of them to activate the
corresponding jaw.
Previous /Next operations navigation buttons.
Define cut used to draw the cut.
Fit base adjusts the base.
Create base - creates a new base.

Fast
edit spline
Clear splines
Improved
bases autosizing

If checked, allows you to place the spline by drawing it on the surface

instead of placing control points.
Removes the incorrect splines.
If checked, allows to fit the model automatically the virtual base.

51

Decide on the part of the model you wish to work on, click the Define cut button if not already
at this step and place the spline points over the model curve to define the cut. Click the first
point of the spline to close it.
Adjust the spline manually by dragging the points with the cursor to the required position.

Editing spline

From the right-click menu options of the cursor positioned over the cutting spline you can Add
new or Remove indicated spline points, Clear spline or use Fast edit function to correct the
spline.
Hint: To create the smallest virtual bases, select the provided Arch base model out of
the base models list. You can also import your own base models.

Please refer to the Ortho Control Panel manual (chapter Construction Elements) to learn how to
add these models to the list.
Select the arch_man/arch_max base models from the drop down menu in the Select base
model section.

52

Fit base

Once maxilla and mandible splines have been placed, click the Next or the Fit base buttons to
go to the Fit base step.
You can adjust orientation of the base by dragging the violet points and the base size with the
green points of the bounding box. Click and hold the mouse button to drag the bounding box to
the required position.

Fit base

The following parameters of the base can be modified:

Option
Show Virtual Base
Scale Symmetrically
Decimate base to
Curvature
Dist. between bases
Offset
Allow splines out-ofbounds

Function
Toggles visualization of the virtual base.
Sets whether the bounding box is scaled symmetrically when
dragging by the green points.
Specifies the decimation amount of the base triangles (see image
below).
Sets the amount of curvedness for the base model along the sides
(see image below).
Specifies the distance between the maxillary and the mandibular
bases.
Specifies the distance between the initial shapes of the base and
the baseless model.
If checked, lets the splines be placed outside the fit base box.

Decimation by 5%, 50% and 80% respectively.

Curvature sets the amount of curvedness for the

base model along the sides.

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Create base

Once adjustments to the bounding box at the Fit base step are complete, click the Next or
Create base button to create the virtual base.
Click OK to close the Virtual base dialog window. Your models now appear to have virtual
bases.

Base offset 0mm and 2mm respectively

The image below shows the virtual base using the included Arch Max and Arch Man bases STL
models:

54

5. Sculpt Maxillary/Mandibular
trim the results of the previous steps.

option is open automatically. Here you can

The Wax knife

option allows you to add/remove the material in the selected areas. The
main settings for this option are displayed in the sculpt window. You can add material by
selecting Add
use the Smooth

button or remove it by clicking Remove

. For manor changes

button. You can customize the scale of the working area by pulling

the slider for the diameter

of the selection and its depth
. The target area is marked
with the red circle. You can deactivate this option by deselecting the Show target area
checkbox.

55

The Morphing
option allows you to stretch the selected area outside and inside the
model. You can customize the size of the marking green circle by pulling the slider
.

The Global transformations

option allows you to vary the height and width of the
model by pulling the green control point or rotating the model by pulling the red control point.
Note: The Global transformation option may cause severe consequences,
therefore should be used carefully.

56

The Remove artifacts

option is used to clean the model from the artefacts that might
be present after the scanning. The blue marking circle indicates the area you want to select. It
is possible to customize its diameter by pulling the slider

. Clicking at the

surface will paint it with red. To correct the selection click Clear selection
you want to remove the selected artefact, click the Apply

button. If

button.

Watch also video:

How to debond a model

57

The Plane cut option

allows you to cut out the parts of the model using plane. You can
draw the red line in the desired place and adjust the plane by moving the blue control point.
Set the Smooth radius for the cut area in the corresponding edit box. It is possible to Swap
cut direction by simply clicking the corresponding button.

Use the Spline cut

option to cut out the areas with the spline. You can choose the type

of the spline by clicking

or
. Fillet radius edit box allows you to set the
smoothing parameters for the cut edge. Click Reverse Direction to invert selection. Click
Clear to undo the selection. Apply the changes by clicking

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6. Click Finish
to end the procedure and save the prepared model. You are automatically
taken to the Open patient case section.
Note: Once the procedure has been finished, the model icon in Patient Browser will
indicate that the model has been prepared, that is there will be no red exclamation
mark on it.

59

5 ScanIt Orthodontics and ScanIt Ortho Impression

60

User manual
OS-SIOSIOI-5.6.1.0-A-EN

5.1 R-Series Scanners

SCANNERS
3Shape offers a flexible range of advanced dental scanners for 3D scanning of both impression
and gypsum models.
3Shapes Ortho Scanners - series R500, R700, R900, R1000 and R2000 give increased
productivity plus customer satisfaction through faster delivery and superior results.
The R-series scanners allow you also to scan models directly as poured from the impression
tray without the need for a base.
Easy and quick object fixation followed by a few clicks in the scanning software makes the
scanners easy to use and require a minimal amount of training.
The patients original occlusion is registered using the provided 2-cast fixture and can easily be
altered on-screen with the help of the virtual articulators.

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SCANNING SOFTWARE
ScanServer/ScanSuite
The 3Shape ScanServer/ScanSuite applications work as a driver to pair a 3D scanner with the
scanning software/firmware (refer to chapter ScanSuite for more details).
Your scanner comes with either ScanServer or ScanSuite application depending on the scanner
model you have purchased:
ScanSuite
R1000/R2000
R900/R900L
R800/R850
R700/R750
R500

ScanServer
R640
R250

5.1.1 Unpacking and Installation

The R-series scanner is packed together with all the accessories needed to connect it to the
scan-server PC and operate. Special packaging materials made from transport security foam
are used to protect the scanner and accessories during transportation. When unpacking, please
verify the package contents and contact your 3shape resellers customer support if any part is
found missing or defective.
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Content of the box:

R-series scanner

Quick Setup Guide

Calibration box

The calibration box contains:

1. Power supply
2. USB dongle key
3. Calibration "dot plate"
4. Scanning clay
5. USB cable
6. 3 x Scanning plates
7. Power cord
8. Waxup fixture
9. Impression fixture
10. 2-cast fixture

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Content of the calibration box

The R-series scanner is tested, sold and delivered together with an approved PC.
3Shape does not guarantee the functioning of the R700 if:

third party software is installed on the ScanServer PC;

third party computer peripherals are installed (e.g. USB flash key, WLAN adapters);
the software is installed on a different PC.

64

Note: The default Windows user name and password for the 3Shape PC is "scan".

5.1.2 ScanSuite
The 3Shape ScanSuite application program works as a software driver/firmware to connect the
scanner hardware and the scanning applications e.g., ScanItOrthodontics.
Therefore, its function is to provide a low-level hardware communication with the scanner and
to output the 3D point cloud based on the scanner cameras input. Whenever a scan is to be
performed, the ScanSuite needs to be "ON" and ready for operation.
Connect your scanner to the PC using the USB cable. USB (Universal Serial Bus) cables are
standard data transmission cables. The flat end of the cable is plugged into the computer, the
square end into the scanner. The USB cable should be plugged into one of the rear ports of the
computer.

Rear of the R-series

scanner:
1. Fan
2. Power switch
3. USB
4. Power
port
supply port

Connect the power supply to the scanner power supply port and plug the power supply to the
power outlet. Use standard precaution when operating the scanner power supply.
65

Caution! We strongly recommend that both the scanner power supply and scanserver PC power cable are plugged into a UPS unit (rather than directly into the
mains outlet) to prevent work losses and damages to the equipment.
With the launch of ScanSuite, an icon with a flashing green light appears in the
system tray. When this green light becomes steady, the ScanSuite is ready for
operation.
Launch the ScanSuite application only after having plugged the scanner to the scan-server PC
and switching the scanner "ON"; otherwise, the following error message will pop up: "No
scanner is connected to the PC by USB. Please check the power and USB cable and try again".

5.1.3 ScanIt Manager

ScanIt Manager is used for scanning with R2000/R1000 scanners. Follow the next workflow to
perform scanning.
1. Create a new patient in the ScanIt Orthodontics application:

2. Choose the model to work with. Right-click it and select Scan:

66

ScanIt Manager will open:

(1) Scanning settings - this tab displays instruction on how position plates in the scanner. In
the Interface plate drop-down menu it is possible to select the Occlusion setup tool. This allows
you to avoid additional scanning of occlusion.
67

(2) Scanning steps:

Scan - takes you back to the ScanIt manager menu
Maxillary - starts scanning a maxillary
Mandibular - starts scanning a mandibular
Occlusion - indicates scanning the occlusion
Save - allows you to inspect and save the scan.
(3) Additional tools:
Texture slider - allows you to adjust the visualization of the texture on the scan.
Resize button - allows you to agjust the size of the ScanIt window
2D cross-section - allows you to perform measurements on the scan on the 2D crosssection
Send - Allows you to save the scan outside the order.
Settings - displays a number of settings for scanning.
3. If you use the occlusion setup tool, attach the maxillary and mandibular models to the
centers of the occlusion setup tool plates with the scanning clay and align them in the occlusion
setup tool. Unlock and remove both models from the occlusion setup tool while being careful
not to move them from the plates.
Note! Before using the occlusion setup tool, you must calibrate the scanner
accordingly (refer to chapter Occlusion Setup Tool Calibration for details).
Otherwise, continue from step 4.
4. Insert the maxillary model into the scanner and click Next to start scanning. Repeat the
same for the mandibular model.
Note! With R2000 scanner, you can scan both maxillary and mandibular models at
once.

68

5. It's possible to trim the scanned models after the scanning if needed. Click Next to
continue.

69

6. If you have chosen scanning with the occlusion setup tool, the Occlusion step is performed
automatically, otherwise you can use the 2-cast fixture to scan occlusion (refer to chapter Scan
Occlusion for details). Inspect the scanned model and click Exit:

5.1.4 Scanner Calibration

By calibrating the scanner the internal scanner geometry and camera parameters are
calculated. It is recommended to calibrate the scanner each time it is moved or at least twice a
week. However, if the scanner is placed on a stable table and at a constant temperature, the
calibration intervals can be increased. A calibration is always required when a scanner is first
unpacked.
An indication of a poorly calibrated scanner is a scanned model with a rough surface. When this
happens, check if it is a recurrent problem, as it might be attributed to the object not properly
placed on the fixture, or the fixture is not firmly fixed to the black interface plate. Try scanning
different objects, and in particular objects of different materials. If the problem persists, please
contact your 3Shape re-sellers customer support. No other maintenance besides calibration is
required for the scanner.
Caution: Beware that the scanner is a precision mechanical device sensitive to
temperature and power variations as well as vibrations.
The calibration is performed using the dot plate calibration object (see image below). The
procedure is simple and nearly completely automatic:
1. Click on the ScanSuite icon in the system tray, and the ScanSuite window will pop-up.
Press Calibrate scanner button on the ScanSuite window in the lower right part of the
70

screen. You will be prompted for a password, which is docal. The reason for the
password is to keep unauthorized personnel from trying to calibrate the scanner.
2. A new window opens. Follow the detailed instructions in this window, which will guide
you through the full calibration process.

Calibration "dot plate"

Note! Once the scanner calibration with the "dot plate" calibration object is done,
additional scanner calibration with the occlusion setup tool and its plates (both
purchased separately) is required if you want to use the automatic occlusion option
(for more details, refer to chapter Occlusion Setup Tool Calibration).

5.1.5 Occlusion Setup Tool Calibration

The occlusion setup tool and its plates (both occlusion setup tool and its plates are not included
into the box, therefore purchased separately) are used to align both upper and lower models
and then automatically transfer the occlusion to the software, which allows you to perform the
Occlusion step automatically.

71

Occlusion setup tool and its plates

The use of the occlusion setup tool and its plates requires additional calibration after the
scanner has been calibrated with the "dot plate" calibration object. Please follow the steps
below to perform the occlusion setup tool calibration.
Note! The following calibration procedure applies only to the scanners compatible
with the occlusion setup tool and its plates (all 3Shape R-series scanners except
R250 and R640).
1. Open ScanSuite
Click the ScanSuite
icon in the system tray to launch ScanSuite (refer to the chapter
ScanSuite for details).
2. Launch Interface Plates Manager
Select Tools > Manage interface plates to open the following window:

72

3. Start calibration
Click the Calibrate button to start the calibration process.
4. Follow instructions
Follow the onscreen instructions to perform the calibration procedure.

5.2 Performing a Scanning Job

When everything is setup and ready for scanning, you start the application.

ScanIt Orthodontics is started by double-clicking the ScanIt Orthodontics desktop icon

via the Windows Start menu: Start -> All Programs -> 3Shape -> 3Shape
ScanItOrthodontics.

or

73

5.2.1 Patient Information Form

When you open the application you are immediately asked to fill out a New patient info form
(except if you are in the Post-processing mode please refer to the Processing on a Second
PC chapter for more details).

The only required field to fill out is the Patient ID. Once this is filled out, click Create to
proceed. The New patient model set info form appears (see the Model Set Form chapter).
The Browse button loads the Open patient case form where you can search for model sets and
load them into ScanItOrthodontics. For more information please refer to the Updating Existing
Orders chapter.
Warning: Please assure that the physical plaster or impression models match the
patient information when scanning the models and creating the record in the system

5.2.2 Model Set Form

Once the New patient info form has been filled out, there appears a New patient model set info
form. In the appeared form enter the Model set ID information, which is used to identify the
scanning job you are about to perform for the current patient:

74

Click on the drop-down menus in the Model set date and Scan date fields to use the calendar
and choose a date (see image above).
Notice the two model pictures on the left of the form. Clicking on one of these unselects that
model, meaning it will not be included in the scanning job.
A selected
model is
yellow (by
default)

An
unselected
model is
gray

When you have entered the model set information, click Create to proceed.
Now that both the patient information and model set information have been filled out, a folder
called Data folder/Patient_ID/Model_Set_ID/ has been automatically created (recall that
Data folder is specified in the Control Panel). All scan data for the current scanning job will be
automatically saved to this folder. It is important to note that patient and model set
information forms should only be filled out from a scanning PC (i.e. not from a PC in the Postprocessing mode please see the Processing on a Second PC chapter for details).
You can create a new patient at any time since the Create new
order button (image to the left) is available throughout the whole
scanning process.

75

5.2.3 Scanning Dental Models with ScanItOrthodontics (SIO)

Now that all relevant information has been entered, you will be guided through the steps
needed to scan all models. Essentially, the only thing you need to ensure is that the models are
inserted in the correct way into the scanner:
Warning: The front teeth should always face the inside of the scanner, and there
should be approximately 1cm of blue clay underneath the model, holding it firmly in
place.
A typical scanning job will consist of three scans: the maxillary model, the mandibular model,
and the occlusion model (which consists of the maxillary on top of the mandibular, in correct
occlusion, e.g. using 3Shapes specially designed fixture). After all three scans are complete,
you will be asked to help the software in performing the alignment.

5.2.3.1 Scan Maxilla

After you have filled out the New Patient info form and the New patient model set info form,
the main ScanItOrthodontics window opens up offering you to insert the maxillary model for
scanning.
Insert the model correctly and click Next.

76

1. Main toolbar
2. Overview toolbar
3. Function panel

4. Session window
5. Visualization toolbar

Visualization toolbar contains the following buttons:

Item

Action
View The view buttons allow you to switch between a number of predefined
viewpoints:
Front view
Rear view
Right side view
Left side view
Top view
Bottom view
Difference map - shows the difference between the model and the occlusion in
color.
Difference map for maxillary/mandibulary - shows the difference between the
maxillary and mandibular models in color.
2D cross section - sets 2D cross section of the model.
77

Rotate view When selected, right-click and drag to rotate the view.
Pan view When selected, right-click and drag to pan the view.
Zoom view When selected, right-click and drag to zoom in and out.
Zoom all Sets the model to the default view, size and position on the screen
leaving its current rotation angle intact.

5.2.3.2 Scan Mandible

After the maxillary model has been scanned, the program asks you to insert the mandibular
model.
Note that the Rescan maxilla button has appeared in the Function panel so you can rescan
the maxillary model if necessary.
Use the Show maxillary model slider in the upper right corner to set the transparence of the
scan.
Insert the mandibular model correctly and click Next.

Use the Sculpt maxilla button to correct the scan of the model:

78

Sculpt toolkit
The Wax knife option allows you to add or remove surface on
the selected area. Click the Add
button in the Wax
knife settings section to add some material to the scan. The
target area circle is marked red. Select the Remove
button to delete extra material or click the Smooth
button. The target area circle is marked blue and green
respectively. Adjust the Radius and Level of the marking circle
by pulling the corresponding slide bars. It is possible to use the
already customized settings from the list of six variants.
Activate the desired mode by clicking at its number in the list.
To change the setting for the mode set the parameters in the
Wax knife settings section and click the Save
button. Mark
the Show target area checkbox to display the marking circle.

It is possible to Undo (1)/Redo (2) the last operations. Click the black arrow to
observe the history of your actions.
Click OK to save the changes.

You can use the Difference map to observe the changes you perform
in color. Click the black arrow to open the Difference map options.
Show bands - Makes it easier to see slices on difference map with the
same deviations.
Show legend - displays the Color scale.

5.2.3.3 Scan Occlusion

After the mandibular model has been scanned, the application offers you to insert the occlusion
model, i.e. both the maxillary and mandibular models together, using the provided 2-cast
fixture.
Put the models in occlusion (potentially using a wax bite if one is necessary) and close the
fixture on the two models as illustrated in the image to the left. Insert the fixture with the
models front teeth facing the inside of the scanner. After the occlusion scan, press the fixtures
top button to release the models:

79

Note that the Rescan mandible button has appeared in the Function panel so you can rescan
the mandibular model if necessary.
Use the Sculpt mandible option if you want to trim your scan (for more information see the
Scan Mandible chapter).
Insert the occlusion correctly and click Next.

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5.2.3.4 Model Alignment

After scanning has been finished, the program displays all three scans and asks you to align
the models. There are three ways to do it: Normal, Advanced and Auto. You can choose
either of them by selecting the corresponding radio button (see image below).
Warning: Please assure that the occlusion is correct after scanning by using the
miscellaneous available occlusion-adjustment tools

Normal method

The alignment is performed by placing the corresponding points on the models. The hints on
how to place the points correctly are illustrated at the top of the Register scan alignment form
(see the image below).
Click on the maxillary model, somewhere near the front teeth (try to avoid flat areas). Then
click on the corresponding area on the occlusion model. Do the same thing for the mandibular
model, thus resulting in 4 points. You can change the position of a point by dragging it (click
and hold down the mouse).

81

If you are satisfied with the result, click Apply to perform the alignment. Once the alignment is
complete, you can click OK to accept it, or click one of the Reset buttons to try again using
different points. You can use the Models visibility form in the upper right corner to show the
occlusion model at any time this can help you evaluate the quality of the alignment, as the
occlusion model is of a different color.

Note that there is a 2D cross-section tool, as well as the Difference map, in the
Visualization toolbar. These tools (particularly the 2D cross-section) can help you evaluate
the quality of the alignment.

Advanced method

If for some reason the Normal alignment method does not produce a satisfactory result, you
can click Reset all and switch to the Advanced mode. With this method, you must set 3
points on each model, as illustrated in the image below. The order of operations is:
1.
2.
3.
4.
5.
6.

Set 3 points on maxillary model.

Set 3 corresponding points on occlusion model.
Click Apply.
Set 3 points on lower part of occlusion model.
Set 3 corresponding points on mandibular model.
Click Apply.

The hints on how to place the points correctly are illustrated in the Register scan alignment
form (see image below).

82

Auto

To avoid the manual alignment and save time, you can use the Auto alignment option. Click
Apply and the scans will be adjusted by the program.
It is possible to adjust the transparency of the models by dragging
the appropriate sliders. To activate the slider mark the checkbox in
front of it first.
Once you have aligned the model you can Prepare the occlusion, Setup the plane alignment
and Create Virtual Base:

83

It is possible to realign models or skip any steps you like.

5.2.4 Scanning Dental Impressions with ScanIt Ortho Impression

(SIOI)
When everything is setup and ready for scanning, you start the application.
ScanIt Ortho Impression is started by double-clicking the ScanIt Ortho Impression desktop icon

or via the Windows Start menu: Start->All Programs->3Shape->3Shape ScanIt Ortho

Impression.
Warning: Since 3Shapes R-series lab scanners use optical technology (i.e. laser
light or LED source), the impressions surface must not be too wet/reflective. It is
therefore recommended to wipe excess liquid from the alginate impressions surface
using a tissue, or to use a spray on a dry surface in the case of too shiny silicone
materials. A spray can also be applied to the material used for the bite registration
(wax or silicone).
Important remarks on dental impression scanning with the R700:

84

Using the ScanIt Ortho Impression application allows you to scan full dental impressions
for orthodontic applications.
Due to the complexity of the impressions geometry, and the use of 3Shapes unique
adaptive scanning method to automatically cover this geometry, the scan of dental
impressions is typically slower than for dental casts.
Alginate and Silicone impressions can be scanned in the R700 scanner. Most impression
materials can be scanned but 3Shape will publish a list of materials, which are known to
cause scanning issues and should be avoided.
Since the R700 scanner uses optical technology (i.e. laser light source), the impressions
surface must not be too wet/reflective. It is therefore recommended to wipe excess
liquid from the alginate impressions surface using a tissue, or to use a spray on a dry
surface in the case of too shiny silicone materials. A spray can also be applied to the
material used for the bite registration (wax or silicone).
The impression must be scanned in its original tray.
Note: To fit into the scanner, the impression trays handle must not be more than 4
cm long and 0,7cm thick. The impression handle must preferably be straight so that
the impression is not elevated in the scanner.

5.2.4.1 Model Set ID Form

Once the New patient info form has been filled out, there appears a New patient model set info
form. In the appeared form enter the Model set ID information, which is used to identify the
scanning job you are about to perform for the current patient:

Click on the drop-down menus in the Model set date and Scan date fields to use the calendar
and choose a date (see the image above).
Notice the two model pictures on the left of the form. Clicking on one of these unselects that
model, meaning it will not be included in the scanning job.

85

A selected model is yellow (by default)

An unselected model is gray

Scan bite allows scanning the patient's bite for further model alignment. This
option is selected by default.
When you have entered the model set information, click Create to proceed.
Now that both the patient information and model set information have been filled out, a folder
called Data folder/Patient_ID/Model_Set_ID/ has been automatically created (recall that
Data folder is specified in the Control Panel). All scan data for the current scanning job will be
automatically saved to this folder. It is important to note that patient and model set
information forms should only be filled out from a scanning PC (i.e. not from a PC in the Postprocessing mode please see the Processing on a Second PC chapter for details).
You can create a new patient at any time since the Create new order button
(image to the left) is available throughout the whole scanning process.

5.2.5 Scanning Job

Once all relevant information has been entered, you will be guided through the steps needed to
scan all models. Place the impression holders handle in the supplied Impression fixture.
Note: For impressions, the front teeth should always face the outside of the scanner.
If the impression material and/or tray cause the fixture to tip, place approximately
1cm of blue clay underneath the impression to hold it in place.
A typical scanning job will consist of three scans: the maxillary model, the mandibular model,
and the occlusion model (which consists of the maxillary on top of the mandibular, in correct
occlusion, e.g. using 3Shapes specially designed Waxup fixture). After all three scans are
complete, you will be asked to help the software in performing the alignment.

5.2.5.1 Scan Maxilla

After you have filled out the New Patient info form and the New patient model set info form,
the main ScanIt Ortho Impression window opens up offering you to insert the maxillary model
for scanning.
Insert the model correctly and click Next.

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1. Main toolbar
2. Operation buttons

3. Session window
4. Visualization toolbar

The Visualization toolbar in ScanIt Ortho Impression contains similar functions as the one in
ScanItOrthodontics, except for the two buttons:
Model visibility - enables visualization of the necessary 3D model elements.
Show law quality areas - highlights the unscanned areas.
After selecting the Model visibility
button, there appear the visibility
slide-bars in the upper right corner of the window: maxillary model,
mandibular model and bite model.
Select the necessary radio button and drag the slide-bar sideways with the
mouse to change the models view.
After inserting the model into the scanner and clicking Next the scanning process begins. The
areas that are being scanned are shown in the Scanning process window:

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The scanned area is marked as red.

You can interrupt the scanning process by clicking the
Stop button.

After scanning you get a scan of the model on a screen:

You can rescan the maxillary model by clicking the Rescan

maxillary button.

Select the Show low quality

areas
button to view if any
places on the model are left
unscanned.
The unscanned area is marked as
purple.

Click the Sculpt button to trim your scan results. For further
information see the Scan Maxilla chapter.

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Click Next to start scanning the mandibular model. If you do not wish to continue with
scanning, click the Finish the process button.

5.2.5.2 Scan Mandible

The scanning process for the mandibular model is similar to the maxillary one.
Remove the maxillary impression from the scanner and insert the mandibular one. Click Next
to continue.

After scanning you get a scan of the model on a screen:

You can rescan the mandibular model by clicking at the Rescan

mandibular button.
Use the Sculpt option to correct the results of scanning process. For
more information see the Scan Maxilla section.
Click Next to start scanning the bite.

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5.2.5.3 Scan Bite

If you have selected the scan bite option while filling in the New patient model set info form,
you can proceed with the bite scanning.
Remove the mandibular impression from the scanner and insert the bite. Click Next to
continue.
Note: For bite scanning the mandibular side should face the outside (i.e. door) of the
scanner.
After scanning you get a scan of the bite on a screen. Remove the bite from the scanner and
click Next to proceed to the cutting step.

You can rescan the bite by clicking at the Rescan bite button.

5.2.5.4 Cutting
After the bite has been scanned, you can trim your scan to remove the excess material, which
is crucial for the successful alignment.
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Cutting the maxillary scan

Place a spline (colored green) to mark the area on a scan that will NOT be cut. Area beyond the
spline will be removed.
To place a spline, left-click on a scan to set points or drag the mouse while holding down the
left mouse button.

You can control the process of cutting with the help of the buttons located in the bottom left
corner of a window:
Select Show points to make the cutting points visible.
Choose Clear to start marking again.
Press OK to end the process.

Cutting the mandibular scan

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Perform the same actions as for the mandibular scan to attain a successful cut. Click Next to
proceed to alignment.

Warning: Please assure that the occlusion is correct after scanning by using the
miscellaneous available occlusion-adjustment tools

5.2.5.5 Model Alignment

The cutting process if followed by the model alignment.
Step 1: Align your scan to the wax bite
Place three points on the bite and on the maxillary/mandibular scan correspondingly.

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To redo the points click the Clear button.

To end the process of alignment, click the Align button.

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Click Next to proceed with alignment.

Step 2: Align the models to avoid intersection
Move to the Touch section, click the Clear button to proceed with the alignment. The
transparent models appear on the screen. Place three points in the corresponding places on
both models to ease the alignment. You can drag the points to the desired position by holding
the left button of the mouse.

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After setting the points click Correct to apply the

changes. If you wish to change the placement of the
points click Clear.
Step 3: Detect and correct the collisions

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It is possible to correct the collisions by using

the options in the Collisions section:

If the model has areas marked with red, click

Optimize to align the model.

You can observe the problem areas with the help of the Difference map

option:

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The areas will be colored according the Color scale to the right.
Use options from the Nudge section to perform alignment:

Arrow buttons

1. Click on the Arrow buttons tab to visualize the green arrows.

2. Click on one of the four arrows to set up the ultimate position of the cast. Hold the CTRL
key to rotate.

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Transition step sets up the distance for which the cast moves up or down at one click on
the arrow.
Rotation step sets up the degree of rotation of the model.

Trans box

1. Click on the Trans box tab to visualize the corresponding bounding box.
2. Drag the purple control points (turn yellow when active) to set up the ultimate position
of the cast.

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Click Restore to undo the changes.

Important: If the models are intersecting, after clicking the OK button you will get
the warning:

If you wish to save the models with self-intersection, click No. You will get the warning:

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Click OK to save the models.

When the aligning process is complete you can Rescan the

bite, Realign models or Finish the Process by clicking at
the relevant buttons.

5.2.6 Creating Virtual Base

After finishing the alignment process, you can proceed and
select the Create Virtual base button in the Function panel to
create the virtual base for your model.
Click on it and the software will automatically open the Virtual base dialog window which guides
you through its main steps: Define Cut, Fit Base and Create Base.

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Upper/Lower base icons toggle the visualization of the

corresponding models for better overview.

Previous /Next operations navigation buttons.

Define cut used to draw the cut.
Fit base adjusts base.
Create base - creates a new base.
Select the desired Base model type from the drop-down menus. (The virtual models are set
up under the Template base models in Ortho Control Panel).

Define cut

Decide on the part of the model you wish to leave, click the Define cut button if not already at
this step and place the spline points over the model curve to define the cut. Click the first point
of the spline to close it.
Where needed, adjust the spline manually by dragging the points with the cursor to the
required position.
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Incorrect splines can be

removed by clicking the
corresponding Clear splines
buttons in the Virtual base
dialog.

From the right-click menu

options of the cursor positioned
over the cutting spline you can
Add new or Remove indicated
spline points, Clear spline or
use Fast edit function to
correct the spline.
For Fast edit, left-click on the
spline and move the cursor
while holding the mouse button
down to draw a new part of the
spline.

Fit base

Once maxilla and mandible splines have been placed, click the Next or the Fit base buttons to
go to the Fit base step.
You can adjust orientation of the base by dragging the violet points and the base size with the
green points of the bounding box. Click and hold the mouse button to drag the bounding box to
the required position.

The following parameters of the base can be modified:

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Show Virtual Base toggles visualization of

the virtual base.
Scale Symmetrically sets whether the
bounding box is scaled symmetrically when
dragging by the green points.
Decimate base to - specifies the decimation
amount of the base triangles (see image
below).
Curvature - sets the amount of curvedness for the base model along the sides (see image
below).
Dist. between bases - Specifies the distance between the maxillary and the mandibular
bases.
Offset - specifies the distance between the initial shapes of the base and the baseless model.
IMPORTANT: if the cutting spline is not contained in the blue base model at the Fit
Base stage, the combined 3D model cannot be generated.

Decimation by 5%, 50% and 80% respectively.

Curvature sets the amount of curvedness

for the base model along the sides.

Create base
Once adjustments to the
bounding box at the Fit base
step are complete, click the
Next or Create base button
to create the virtual base.
Click OK to close the Virtual
base dialog window. Your
models now appear to have
virtual bases.
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Base offset 0mm and 2mm respectively

The image below shows the virtual base using the included Arch Max and Arch Man bases STL
models:

It is possible to create new model set on this step. Click the New model set
button (see the image to the left). Once you click the icon the New patient
model set info form appears (for more information see the sections Model Set
Form and Model Set ID Form). The new model set is saved under the active
patient and is available in the Open patient case form.

5.3 Processing on a Second PC

Scanning a model consists of two independent parts:
1. The actual scanning, during which raw scan data is captured.
2. Post-processing, during which the raw scan data is transformed into a surface.
ScanItOrthodontics allows these parts to be split onto two separate PCs, in order to save time.
Such a configuration can be set up in the Scan settings form.

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5.3.1 Scan Settings Form

The Scan Settings form is accessed through the File menu in the top left corner:
The form contains two tabs: Scanners and Options.
The Scanners tab should essentially never be changed, except in rare cases. Fill in your
scanner's name/location in the Add scanner to list field (click Add to save) or select the
required scanner from the Current scanner drop-down menu. Click Remove to remove the
current scanner from the list.
The content of the Options tab is described below:
Mode This is where you can set up processing on a second PC. The following modes are
available.

Scanning and post-processing: The current PC will perform both the scanning and
processing (this is the default configuration).

Scanning: The current PC will perform only the scanning part. In this mode, you must
also specify the following:

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Name of the second PC This is the computer name of the second PC. It can be found on
the second PC under the System Properties (Start -> Control Panel -> System -> Computer
Name -> Full computer name).
Note: All references to network or company name should be omitted (for example, if
the computer name in the System Properties is PC101.3Shape.local, then you
should only enter PC101 here.
Shared folder Here you specify a shared folder on your local network, or on the second PC,
which will be used to exchange files between the two PCs.
Note: If this folder is on the second PC, as opposed to the network, then it must be
specified in the form \\Second PCs name\, and not C:\..... The shared folder
must have write privileges (i.e. it must not be "Read only").

Post-processing: The current PC will perform only the post-processing part.

Scanning optimized for - presents 2 options: Speed and Universal. Speed allows for a
quicker scan scanning process. Universal is he scanning process including additional sub-scans
and post-processing steps. Note that ScanItOrthodontics is set to Universal by default.
Caution: Your configuration of the setting Scanning Optimized for (Speed and
Universal) has a direct impact on the performance of the scanning process, as well
as the hardware requirements. Thus, the Universal setting requires significantly
more virtual memory and RAM during operation when compared to the Speed
settings. Please contact your local 3Shape service provider in case of problems with
this feature.
Noise reduction mode - allows to reduce visual noise, i.e. points that are not aligned with the
captured surface.

5.3.2 Workflow
When splitting the scanning and post-processing steps on separate PCs, it is very important to
do things in the correct order; otherwise your work will not be saved! The correct order of
operations is as follows:
1. Start ScanItOrthodontics on the processing PC (see the Post-Processing Mode chapter).
2. Start ScanItOrthodontics on the scanning PC and fill out the patient and model set
information forms. Start scanning, as usual (see the Performing a Scanning Job
chapter).
3. The alignment is performed on the processing PC.
Performing and evaluating the alignment are the only things you should do on the processing
PC. Everything else must be done from the scanning PC: creating new orders, re-scanning, etc.
Note: All files are saved on the processing PC, in the location specified in the Control
Panel. Nothing is saved on the scanning PC.

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5.3.3 Post-Processing Mode

When ScanItOrthodontics is started in the Post-processing mode, there will be no patient
information to fill out. Instead, you will immediately see the following:

At this point, the program is waiting for the scanning PC to send information. You should now
start ScanItOrthodontics on the scanning PC and enter all patient and model set information.
As soon as this is done, the patient ID will be displayed in the programs title bar on both PCs.
Therefore on the processing PC, you will see the following:

5.3.4 Switching to Post-Processing Mode from Another Mode

If your version of ScanItOrthodontics is currently in a different mode, and you would like to
switch to the Post-processing mode, please do the following:
1. Run ScanItOrthodontics. You will immediately see the patient info form (since you are
not yet in the Post-processing mode). Click Cancel on this form, thus closing it.
2. Go to the File menu and choose Scan settings. In the Options tab, change the mode
to Post-processing.
3. Click the Create new order button in the top left corner. Your PC is now ready to
receive data from the scanning PC.

5.3.5 Scanning Mode

In the Scanning mode, ScanItOrthodontics works almost exactly as in the Scan and postprocessing mode described in the Performing a Scanning Job chapter. Essentially, the only
difference is that it will not perform the alignment this is done on the processing PC. Note
also that all surface models (i.e. STL or DCM) will appear only on the processing PC.
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Note: The scanning PC does not know anything about what the processing PC is
doing or has done. Therefore, do not create a new order from the scanning PC if
there is a pending order on the processing PC, on which you have not yet performed
alignment. Only once the alignment is complete should you define a new order on the
scanning PC (this does not apply if the pending order does not require alignment).

5.4 Updating Existing Orders in ScanItOrthodontics and

ScanIt Ortho Impression
ScanItOrthodontics allows you to load orders you have previously scanned. This can be useful
in the following situations:
1. If you want to (re-)scan the occlusion of the patient once the impressions have been
scanned. In this case, you will scan a new occlusion bite, i.e. add data to the existing
scanned data -and then perform a new alignment according to this new scanned bite, so
here you can modify an existing scanned data set without creating any new data.
2. After you have completed a scanning job, you find some problem that you had not
noticed while performing the scanning job. For example, you might think the alignment
is a bit off and would like to redo it.
3. You might feel that the file sizes of the models are too large, and would like to produce
lighter (more decimated) models.

Note: In cases 2 and 3 you will only use the existing scanned data.

To load an existing order, click the Load order button (image to the left).
Alternatively, you can use the Browse button on the New patient info form
(see the Patient Information Form chapter for details).
1. Click the Search button in the top right corner to see all cases which are currently in
your Data folder (recall that this folder is defined in the Control Panel).
2. Click the little black triangle
next to a patient: this will display all model set IDs (i.e.
scanning jobs) for this patient.
3. Double-click the scanning job you want to load.

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Adding the occlusion scan

To add an occlusion scan to the existing scanned Model Set (i.e. new scan data for occlusion
only), please perform the following steps:
Step 1: Select the patient in the list (i.e. not the model Set). Carefully note the ID of that
model set.
Step 2: Double-click on the patient name, or right-click and choose Open Patient.
Step 3: The Model Set ID Form is displayed. Enter the ID of the model set you want to modify
(VERY IMPORTANT to modify the existing set), select the Occlusion scan option and click
Create.
Step 4: The conformation dialogue appears. Click Yes to confirm you want to overwrite the
existing Model Set:

Step 5: Click on Next to import the existing Maxillary scan and click Yes when asked whether
to load the existing data:

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Step 6: Wait for the post-processing of the maxillary scanned data to be completed until the
model appears on screen.
Step 7: Click on Next to proceed to the Mandibular side and load existing scan (click on Yes)
and wait until the mandibular post-processing has been completed and the surfaced model is
displayed on screen.
Step 8: Insert the occlusion bite and complete with the scanning and alignment processes
described in section Scan Bite.
Redoing the alignment

Load all surface models (i.e. STL or DCM files) to redo the alignment. Go to the File menu and
select Load all surface models. This will make the models appear on the screen. You can now
click the Realign models button and redo the alignment.
Note: It is only possible to load surface models if all three models exist: maxillary,
mandibular, and occlusion. This is because this functionality is only intended for
performing re-alignment.

Re-processing the existing raw scan data

As mentioned previously, you can obtain new surface models

without re-scanning, applying alternative file reduction presets in
the Ortho Control Panel. To do this, click Next as if you were
starting a scan. You will then see the message illustrated on the
image to the right.
If you choose Yes, the scan will be skipped and post-processing
will begin immediately. If you choose No, a new scan will be
started. When post-processing of a model is complete, click Next
as you would normally do when scanning.
Note: This functionality is only possible if Save raw scan data checkbox was
selected in the Control Panel at the time of the original scan.

Hint: The existing surface models will be automatically replaced by the newly
processed models. So if you want to retain the originals, you will need to manually
back up these files before proceeding.

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6 Ortho Analyzer & Ortho Planner

OrthoAnalyzer & OrthoPlanner

2015-1

User Manual

OS-OA-1.6.1.0-A-EN

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Note: The Ortho Analyzer and Ortho Planner software offer a comprehensive and
customizable toolbox for orthodontic diagnosis and treatment planning. Features
which are part of the Ortho Planner add-on to Ortho Analyzer are indicated in
parentheses. Please contact your 3Shape reseller if you wish to activate the Ortho
Planner add-on.

6.1 Ortho Analyzer and Ortho Planner User Interface

The user interface comprises of the following four sections as indicated on the image below:
1.
2.
3.
4.
5.

Main toolbar
Visualization toolbar
Function panel
Session window
Visualization sliders

A detailed description of these is provided in the following sections.

Watch also video:
How the navigation in Ortho Analyzer works

6.1.1 Main Toolbar

The Main toolbar contains functionality relevant to managing the analysis and the modelling
processes:

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Item

Action
Patient model set Loads previously created patient model sets from the patient
database.
New session Starts a new analysis session on a model set which is not attached
to any patient.
Open models Opens model(s) required for inspection and imports them into the
system.
Open DICOM model - allows you to load the scan of the head into the case.
Save session Saves the current analysis session to default file.
Export models as.. Saves the current analysis session to the selected file.
Preparation Is a customized workflow wizard that contains the following default
steps:
Occlusion, Alignment for open model set, Setup local origo on maxillary model,
Setup occlusion plane, Preparation for maxillary model, Preparation for mandibular
model.
VirtualSetup Is a customized workflow wizard that contains the following default
steps:
Dental arch analysis and Move Teeth.
Analyzer Is a customized workflow wizard that contains the following default
steps:
Analysis objects, Overbite/Overjet, Dental arch analysis, Analysis reports and
Generate Report.
Bracket Placement opens the Bracket Placement module for brackets
positioning.
Note: The customized workflow wizard let you create or edit your own workflows in
order to adapt OrthoAnalyzer to your particular needs. The wizards are customized
under the Workflow Settings of the Ortho System Control Panel.

6.1.2 Visualization Toolbar

Finding the right point of view to work on a 3D model most effectively can be difficult and timeconsuming. OrthoAnalyzer comes with a set of tools aimed at helping you find the most
advantageous visualization. The visualization tools are grouped in the Visualization toolbar and
allow you to:

Rotate the 3D view to a preset angle: this allows you to view the models from the front,
back, top, bottom etc.
Set the position of objects on the screen for analytical inspection of the models in
relation to each other.
Switch to custom rotation and panning mode enabling rotation and free movement of
objects on the screen.

The buttons in the Visualization toolbar are presented in table below:

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Item

Action

View The view buttons allow you to switch between a number of predefined
viewpoints:

Front view
Rear view
Right side view
Left side view
Top view
Bottom view
Note:The appearance of the View toolbar depends on whether the
virtual cast is open (see the left images column) or closed (see the
right images column).

Zoom all Sets the model to the default view, size and position on the screen
leaving its current rotation angle intact.
Real scale view Displays the model on a screen in the real size. A special
scale that appears on the screen helps to manually set the model in real size by
comparing an actual ruler with the scale on a screen.
Axis locked rotation Locks the rotation to the x, y
or z axes.

Mouth view allows you to switch between the two types of cast visualization:
Open mouth view Enables detailed analysis of individual items on the
virtual casts with minimal relation to each other.
Closed mouth view Enables relational occlusion analysis for the
maxillary and the mandibular arches.
Teeth segmentation mode Displays the teeth objects in the Slider section so
that you can view and manipulate them individually.
Multi view Displays five views of the same virtual cast in separate windows
below: Right side view, Front view, Left side view, Mandibular view and Maxillary
view (the main display view will remain the same).
Cross-section - Allows to create the 2D cross-section of the model at any stage
of the workflow.
Articulator (Ortho Planner only) - Allows to imitate the movements of an
articulator with the designed model on the screen.

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Measurements and Custom Analysis Allows perform 3D measurements on

the model and make the custom analysis.
Capture Screenshot - Allows you to capture screen shots with the single click
and save them in the patient's model set.
Show material and shadows Marks the cast segments with the
corresponding material colors and toggles on and off the function of shadow
visualization.
Show scanner acquired texture - Displays the texture after scanning.
Show wireframe Shows the triangulation of the virtual casts.
Show as transparent Changes the degree of transparency of the virtual casts.
Show perspective Transforms the model into a realistic 3D object, where the
distant objects appear smaller than the closer ones.
Rotate view When selected, right-click and drag to rotate the view.
Pan view When selected, right-click and drag to pan the view.
Zoom view When selected, right-click and drag to zoom in and out.
Applied views of some of the functions of the Visualization toolbar are shown on the image:

Multi view

Show material and shadows

Show wireframe

Show perspective

Show as transparent

You can capture a screenshot of the model's current view by clicking at the Screenshot
button. This will open the New Screen capture info window:

115

There is a preview window of a screenshot to the left.

You can see the Comment field for your notes.
The date and time of the snapshot can be set up in the corresponding fields.
Click at the Create button to save the screenshot in the patient's folder.

You can observe the screenshot in the Screen snapshots tab after selecting the patient and the
appropriate patient's model:

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The screenshot will be saved by default to C:\ProgramData\3Shape\OrthoData\Patient's

ID\Model set ID \Captures....

6.1.3 Visualization Sliders

Visualization sliders located in the upper right corner allow you to:

Set the visibility of objects visualizing a part of the virtual cast, which allows for a more
detailed inspection of particular objects on the virtual cast.
Set the objects transparency for the current operation to see or hide their internal
structure.

Option

Function
Maxilla - allows you to show/hide as well as adjust the transparency level of the
maxillary model.
Mandible - allows you to show/hide as well as adjust the transparency level of the
mandibulary model.
Show all teeth axes - displays all teeth axes or hides them.
Show tooth axis angles - allows you to display the axis angles of the selected tooth.
CT - allows you to adjust the visualization of CT scan.
Skin alpha value - allows you to customize the way the skin is displayed.
Bones alpha value - allows you to adjust the visualization of the bones of the scan.
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Enamel alpha value - controls the way the enamel is visualized.

Teeth - allows you to adjust the transparency level of the teeth, or even turn their
visualization off.
Tissue - turns on/of the visualization of the tissue and allows to adjust its
transparency.
Show selected tooth - allows to display the selected tooth only.
Show original for selected tooth when selected, recreates a shadow of the
selected tooth in its original position.
Show mirror for selected tooth when selected, shows a mirrored image of the
selected tooth along the sagittal plane.
Show tooth markers shows/hides the markers on the teeth.
Show all teeth landmarks - shows/hides the landmarks on all teeth.

6.2 Interactive Tools

6.2.1 Virtual Articulator (Ortho Planner Only)
The Virtual Articulator feature can be activated with the Articulator button in the
Visualization toolbar any time during the analysis or planning process.
Watch also video:
How to use the Virtual Articulator in Ortho Analyzer

Note: The virtual setups features require an active license of Ortho Planner.

1. Align the jaws position

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You can set the jaws in the desired positions by clicking the

Modify
button in the Virtual Articulation window and
moving the control points with the cursor for a better fit (see
the images below).
Current occlusion drop-down menu indicates the default
occlusion that can be set on the Occlusion step.*
Occlusal change can be set directly by clicking the value and
entering in the numbers directly or selecting it with the buttons
next to the value.
Use the buttons in the Virtual articulation window to undo your
changes to the static occlusion (1) or update the static
occlusion with the current alignment of the jaws, when you are
satisfied with the results (2).
Select Optimize occlusion to align the jaws automatically.
* It is possible to select the desired occlusion from the drop-down menu (while the default
occlusion is always protected):

Selecting occlusion from the drop-down menu

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Adjusting occlusion with the control points

2. Setup articulator model

Click the
button on the Virtual articulator window to start
the setup.
Select the type of the articulator from the drop-down menu after
clicking the black arrow

Bennett L, Bennett R, Cond. incl. L, Cond. incl. R are articulator

model parameters, they can be set by clicking the appropriate edit
boxes and entering their parameters manually or selecting them
with the buttons next to the values.
The Auto placement (1) button allows you to customize the
default placement method and perform auto placement of the
model. Click it to open the Auto placement options window:

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You will need to click the Browse button and select your placement file to use.
The Set as default button saves you current auto placement method to use as the default one
for future orders.
The Perform placement button initiates the auto placements process with the chosen options.
Analyze scans is selected for the models without adaptor plates.
You can load predefined planes created in OrthoAnalyzer, such as the occlusion plane as default
position in the articulator by checking the User Guide plane box and selecting the plane from
the drop-down list.
Mark the Use guide plane to activate the drop-down menu of the predefined planes, used for
the placement.
Articulator specific option is used when the adaptor plates are included.
Use custom placement allows you set the path of the placement.
Click the Browse button to set the Placement file path.

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Moves the articulator up

and down
2. Rotates the articulator
Change the angle of the
3.
articulator position
1.

Step 3: Setup articulator

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Click the
settings tab.

on the Virtual articulator window to open the

To set Opening, Latero-/Mediotrusion and Pro-/retrusion you

can:

Edit the parameters in the appropriate edit boxes in the

Virtual articulation window.
Move the jaws by holding the left button on the mouse (the
red control point appears and the parameters are updated
automatically).

Click the locked

button to change it to the unlocked
to
free the movement of the required plane. Place the cursor over the
articulator/model and drag it while keeping the mouse button
pressed:

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With the Upper

resetting

/ Lower

jaw button you can select the jaw you want to move with when

the articulator to the static occlusion.

Click to lock the modelling position of the articulator. To set the articulator in modelling position
click.
There are three options in the Articulate function:
Contact mode:
on - contacts are recorded but the articulator can be manipulated freely like a physical
articulator
off - no contact is recorded
auto shut (AS) - will always maintain a contact between the two jaws; so in effect the
articulator cannot be opened completely.
The Occlusal compass
button allows to color the areas of collision according to the
specific articulator movement using the legend below (2). When the occlusal compass is
disabled, contact colors areas are shown in blue (1):

The legend of the compass

Step 4: Simulate articulation

It is possible to imitate the articulation motions by clicking the
articulation. Click
Click the

to pause the process or

button to start the

to stop it. To repeat the process click

button to customize the motion sequence:

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List of
sequences
Edit
2.
buttons
Operation
3.
buttons
Motion
4. view
section
1.

The List of sequences can be customized with the Operation buttons. Add new sequence,
Move up/down the list or Delete from the list.

6.2.2 3D Measurements and Custom Analysis

The 3D measurements and custom analysis option allows
you to perform and edit the desired 3D measurements on the
model.
Warning: Please ensure to position measurement points on the 3D model and on the
2D cross section carefully by optimizing zooming and viewing positions.
Landmarks
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Landmarks represent points that define angles, occlusion planes, cross-sections, sections for
measurements etc., thus making up to all the analysis objects enabled by the system.
First, select a measurement tool (1) and then click on the model to put a landmark (2). A
landmark tuns from blue to white when you hover the cursor over it.

Hot keys for landmarks (both 3D and 2D measurements):

Combination
CTRL + Right-click of the
mouse on the landmark
ALT + Right-click of the
mouse

Action
Allows you to make a measurement based on the
selected landmark (angle or distance).
Allows you to place a landmark close to the
existing one (within the highlighter radius).

Annotate the landmark by right-clicking it and selection the

appropriate option from the popup menu. Enter the name
of the annotation and click OK.

Customize the view of the landmarks by right-clicking a

landmark and selecting the color and form of the
landmark from the drop-down menu.

- Angles

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Angles are defined by three landmarks

and the measurements which are
immediately displayed.
It is possible to customize the view of
the measurement by right-clicking it
and selecting Properties from the
pop-up menu:

You can open this pop-up menu by

right-clicking the appropriate
measurement in the Custom objects
window.

- Planes

Set a plane by positioning three

landmarks on the model.
It is possible to customize the plane by
right-clicking its name in the Custom
objects window:

Measures

- direct
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Place two landmarks on the surface of the model to make the measurement. It is possible to
edit it by right-clicking the measurement line (if place a cursor on it turns white, if selected
turns yellow).
You can select the Measure type
from the drop-down menu after rightclicking the measurement and select
Properties:

mtDirect: a straight measure

between the landmarks.
mtSurface: a measure along
the surface between the
landmarks.
mtCaliper: a straight measure
projected above the
landmarks.

- calliper

Indicate the measurement by two

landmarks replicating a physical
calliper. Customize the
measurement by right-clicking the
landmark and opening the popup
menu.

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- Distance to line

To make this measurement: create the

line->place the landmark at the area
you want to make the measurement
from->click at the selected line.

- Distance to plane (you can only use this feature with planes you created, not the
standard planes)
To measure the distance to plane create a plane->place a landmark on the area you want to
measure the distance from->click the green border of the plane or the annotation (if there is):

- Custom spline
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To make this measurement

place a few control points
that define the spline.
Double-click the last control
point to define the spline. By
right-clicking the defined
spline and selecting
Properties, you can change
the color of the spline as well
as see its measured value.

To hide the measurement, click the green tick in

front of the measurement/plane.
The selected object is highlighted blue.
To fold/unfold the groups click the
arrow in
front of its name.

Click the Collections

at the top of the window.
Click the Start

icon to open the appropriate tab. Follow the instructions displayed

button to begin the process.

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The results of the measurements performed on the model will be displayed in the table. You
can access and edit your Collections from the Ortho Control Panel by going to Custom Analysis
and clicking Collections:

6.2.3 2D Cross Section, 2D Measurements and 2D Overlays

You can open the Cross section function from the Visualization toolbar to access all
2D-based planes, measurement and symmetry tools. This feature also lets you upload
and overlay 2D images on any cross section plan. You can use 2D overlay images to take
any 2D measurements on the image and grid.

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1.
2.
3.
4.

Measuring buttons
Cross-section plane
2D Cross-section preview
Manipulation buttons

Step 1: Draw the Cross-section plane

Draw the red line, where the cross-section will be by holding the left key of the mouse. Single
click at the line creates the cross-section.

It is possible to set the cross-section by placing three points with the left mouse click as shown
on the image below:

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Step 2: Move the cross-section plane:

1 - The control point located on the blue circle defining the plane moves the plane back and
forward without changing its slope (offset).
2,4 - Change the slope of the plane along the cross-section plane which is perpendicular to it.
To visualize this additional plane, activate the blue circle by clicking on it to make it turn beige.
As long as the beige circle is kept pressed, the system displays the grey circle with its own
brown control point. While pressing the mouse button, drag the control point to change the
slope of the cross-section plane.
3-The central point moves the plane around the model leaving the slope of the plane
unchanged.
5- The blue control point located on the grid corner rotates the plane clockwise and anticlockwise without moving it or changing its slope. Thereby, you can select the most appropriate
orientation of the plane for making on-grid measurements.

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Use the following buttons to change the visualization of the cross section and add 2D images::
View options:
View options - includes the buttons that set the viewing parameters:

Clipping plane - Left - Hides the right side of the model in relation to the crosssection plane.

Clipping plane - Right - Hides the left side of the model in relation to the crosssection plane.

Fixed camera - Locks the plane in one position and moves the model instead
(only applicable to the Plane offset slide bar).

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Grid - Turns on/off the grid on the plane.

Clip planes lines by grid - clips plane lines outside the grid on the 3D overview.

2D Overlay
2D overlay - allows you to add
a 2D image to the patient case
*:

Allows you to load a new image

in PNG, JPG or BMP formats.

Removes the current 2D overlay

image.

Allows you to modify the 2D

overlay image: scale, rotation
and position, using the dedicated
control points.

Flips/mirrors the 2D overlay

image.

* It is possible to customize 2D overlay visualization by adjusting the

slider.

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2D plane edition
Along Dental Arc - Allows you to
position the cross-section along the
dental arch with the spline (shown in
green) going through its center.
Standard planes - Allows you to
select the plane from the list of the
planes you create.
Save plane - Allows you to save the
created plane.**
Clear View - Removes cross-section.
Measure area - Allows you to
measure distance on the model in the
2D Cross-section window.
Clear measure - Deletes the
measures.
Zoom all - Allows you to zoom the
model.

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** Ortho Analyzer lets you save as many 2D planes as you require. Click the Save plane
button to open the Confirm popup window. Select Save as new plane to proceed. Give the
Name to the new plane and click Save. The new plane will be displayed in the drop down menu
in the Standard planes option:

After you have saved the planes, you can select them
from the drop-down menu in the Standard planes
option or for default positioning in the virtual
articulator ( see the Articulator section).
Step 3: Taking the 2D measurements on the plane grid
Note: All the measures taken on the 2D plane grid are fixed on the grid
independently of the 3D models. Any change to the grid orientation or position will
NOT affect the 2D measures.
Only measures taken on the 2D cross section window (see below) will be updated
according to the plane orientation or position.
Use the buttons at the top of the screen to apply different 2D measurement on 2D plane grid:
Length measurement requires two
points. Measures length from point to point.

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It is possible to customize the settings of the

measurement. Right-click it to open the popup menu
and select Properties:

Select the color of the measurement from the dropdown menu. You can adjust the Line Width in the
drop-down menu and the Value by indicating the
parameters in the appropriate edit box.

To move the control point, select the point

(turns white) and drag it to its new
position.
It is possible to annotate the selected
measurement (turns white) or Delete it.

It is possible to build a new plane outside the 2D model based on the line measurement. Follow
the next steps to build a new plane:
1. Place the length measurement on the plane grid. Right-click it and select Create
perpendicular plane:

138

2. Set the plane name. Enter the desired name and click OK:

3. The perpendicular plane appears. It is possible to visualize it on the 2D cross-section

temporary plane window. Click the Show lines

button

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4. Make measurements in the 2D cross-section temporary plane window:

5. It is possible to delete the perpendicular plane by clicking at the Standard planes

button and selecting the desired plane from the list:

140

Angle measurement requires three points. With angle measurement,

the second point becomes a vertex of the angle.

It is possible to select the Revert angle or edit

the angle parameters manually.

It is possible to measure the angle from the perpendicular plane:

141

Distance measurement allows to

measure a distance to an existing line.

142

Spline measurement requires several control points on the curved area.

143

Distance along centre line requires two points. Measures the distance in relation to
the centre line.

Symmetry points require one point. Automatically places the second point
symmetrically to the selected one.

Symmetry guide requires three points.

144

For the Symmetry guide option it is possible to Show additional line and display Distance
to the center line.

The Plane offset slide bar

allows you to move the cross-section plane back
and forward from the initial position, with the actual distance values being indicated.
2D cross section window
The measurements placed on the model in the 2D cross section window are taken at the
intersection plane and the 3D model.
Note: All measures taken on the 2D cross section window will be updated according
to the plane orientation or position.
In contrast, all measures taken on the 2D plane grid are fixed on the grid and will not
be affected by the plane position.

145

1, 2 The points placed on the crosssection are automatically attached to the

beige contour of the cross-section, which
represents the intersection of the 3D model
and the cross section plane
3 The system automatically builds the
right-angled triangle using the selected
measurement line as its lateral face.
4 The measurements of the other faces of
this triangle are also displayed on the cross
section.
To clear the measurements made, click the
button.
The 2D Cross section window enables area measurements on both sides of the measurement
line on the cross section window.
Click the Measure Area
button and place the cursor over the area you want to measure.
The area becomes colored yellow and its value is calculated automatically.

2D cross section along the dental arch

This option is useful to inspect the model along the patients natural dental arch, which is
defined from the teeth mesial distal segments created during the segmentation process. Using
this feature can be very useful to define the teeth long axis from the actual root situation
displayed with CBCT DICOM data.
Along Dental Arc allows to create the crosssection along the dental arch with the spline (1)
(shown in green) going through its center. The
centre of the cross-section plane is marked with a
red cross as shown on the image:
146

Lower jaw - turns on the cross-section for the

lower jaw.
Upper jaw - turns on the cross-section for the
upper jaw.

Move the plane along the dental arch by adjusting the slider of the Plane offset slide bar.
It is possible to open this function on any stage of your diagnostics or planning process.

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Example of 2D cross-section along the dental arch: adapting the long axis of the teeth according to the patients CBCT
DICOM data. Adjust the DICOM file density to visualize the roots and use the Plane Offset function to position the plane
on the selected tooth along the dental arch.

It is possible to use the cephalometric plane in order to make measurements on the model:

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6.3 Function Panel

Each stage in the analysis and planning process is represented by a tab in the Function panel.
As different jobs require different functions, the Function panel changes its look depending on a
job. You are free to choose the first step in the Function panel to complete. Therefore, there is
typically no a predetermined workflow of tasks however, the tasks can be organized in
predefined workflows by using the workflow wizard (see section Customized Workflow Wizard).
An example of a workflow is the Analysis tab which deduces the analytical meaning out of the
measurements set up in the Configuration section.
A brief overview of functions available in the Function panel is presented in the table below.
Hint: Please refer to the chapter 4 for more information about each of the tools
included in the Function panel.

Item

Action
The first part of the toolbar is the Manipulation tab. It
includes the following steps:

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Scan

Alignment with CT

Occlusion
Alignment for open
model set
Virtual Setup

Loads the window for performing the alignment with

CT scan procedure.
Helps realign the upper and lower virtual casts.
Helps align the upper and lower virtual casts for the
open model to make the visualization and manipulation
of the model more convenient.
Treatment simulation via virtual setups.
The second Configuration tab assists with indicating
landmarks on the virtual model set and contains the
following steps:

Setup maxillary model

local origo
Setup occlusion plane
Segmentation of
maxillary model
Segmentation of
mandibular model

Specifies the point on the model which will

subsequently serve as local orientation point from
where the coordinate system axes originate.
Sets up the occlusion plane for the model set.
Definition and segmentation of individual teeth for the
maxillary side.
Definition and segmentation of individual teeth for the
mandibular side.
The functions in the Analysis tab are assorted
according to the operations executed in the previous
steps, they typically rely on the selections and
definitions made in the preceding sections. The tab
contains the following steps:

Dental arch analysis

Analysis reports

Overbite/Overjet
Questionnaire
Generate report
Occlusion map

Provides calculations for arch lengths based on the

selections made in the Configuration section of the
Function panel and enables the creation of an ideal arc
shape to be used for the treatment.
Provides detailed analyses of the various orthodontic
data for both maxillary and mandibular casts
comparing them with the standardized values tables
pre-set in Ortho Control Panel. This involves inspecting
the tooth widths, space, the anterior and Bolton ratios.
Provides the overbite/overjet measurements for easy
diagnostic.
Allows to present customized analysis.
Creates an analysis report based on the analysis data
ready to print.
Visualizes the occlusal distances in the model set
according to the color scale applied to the virtual casts.
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The final functional tab Model Set Compare assists in

effective comparison of two model sets attached to one
patient. The tab contains the following steps:
Compare model sets
Maxillary model
registration
Mandibular model
registration
Difference map for two
model sets

Enables immediate comparison of model sets

visualizing the two simultaneously.
Aligns upper models belonging to different model sets
of the same patient for comparison.
Aligns lower models belonging to different model sets
of the same patient for comparison.
Compares shape differences between the reference
and the compared model sets with the help of a
detailed color scale.

6.3.1 Manipulation
The aim of this step is to set the occlusion for the casts and
create the virtual model setups.
The Manipulation tab contains three steps: Occlusion,
Alignment for open model set and Virtual Setup. These
steps are described in details below.

6.3.1.1 Align CT Scan

DICOM option allows you to load the volumetric data coming from e.g. Cone Beam CT
scanners for better analysis and alignment during the treatment process.
Watch also video:
How to overlay and align a CBCT scan
Until the CT scan has been successfully loaded, the Alignment with CT Scan
button in
the Manipulation section is unavailable. To activate this button you need to load scan first.
Follow the next steps to complete the task.

Upload the CT scan

1. Click the DICOM

button in the main toolbar at the left top of OrthoAnalyzer to load
the scan of the patient case into the case.

151

Loading a DICOM file

Select the desired file and click Next.

2. You are taken to the DICOM loader form:

152

DICOM loader view

This section has several important parameters.
In the views section you can move the red, blue and green control squares for better scan
overview (1):

Moving cross-section along the scan

The views will be changing simultaneously in all three pictures. The red line signifies the
sagittal cross-section, the green one is for coronal plane, the blue one indicates the transverse
plane.
You need to mind the key parameters that will influence your further work with the DICOM
scan. These are: Memory available (2) and Memory required (4).
If the second parameter (Memory required) exceeds the first one, it is possible to reduce the
scan size by using the Cropping tool (3):

Cropping the scan to reduce the Memory required parameters

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Click Next to proceed.

3. See the DICOM scan preview and click Finish to end the procedure:

DICOM scan preview

Now you can use the DICOM scan at any stage of your workflow.

Align CT Scan

Note: Please pay attention to the fact, that the occlusion of the CT scan is only valid
for the alignment step. It cannot be taken as the actual occlusion you will be working
with in the Ortho Analyzer.

Click the Alignment with CT Scan

button to start the process of alignment

154

Click on Dual View to ease the alignment process.

Place the points (2) according to the scheme in the Alignment with CT scan section (1). For
optimal alignment results, make sure to place the points around the arch, e.g. on the first
molars and one incisor.
For better alignment you can adjust the visualization of the objects with the visualization
sliders (3):
Option

Function
CT - allows you to adjust the visualization of CT scan.
Skin alpha value - allows you to customize the way the skin is displayed.
Bones alpha value - allows you to adjust the visualization of the bones of the
scan.
Enamel alpha value - controls the way the enamel is visualized.

Then press Align to finish the procedure.

Once alignment is done, you can switch the CT scan to fit to lower or upper model with the help
of the corresponding visualization slider.
Option

Function
Switch to fit to lower/upper model - allows you to change between fitting
the CT scan to the upper or lower model.

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6.3.1.2 Occlusion
The Occlusion step helps to align the upper and the lower virtual casts.
Step 1: Open the Occlusion option
Click the Occlusion button on the Manipulation tab. Follow the hints provided in the dialog
box below.
In the Current occlusion section it is possible to
indicate occlusion that will be used for the particular case
as a default one.
Apply selected occlusion - Allows you to apply
the current occlusion to the model set.
New occlusion - Creates the new occlusion.
Copy occlusion - Allows you to copy the settings
of any occlusion.
Delete occlusion - Removes the selected
occlusion.
Step 2: Edit positions of the virtual casts in relation to each other using the following
options:

Trans box:

1) Click on either the upper or lower casts to visualize the corresponding bounding box.

156

2) Drag the purple control points on the ends of the axis arrows (turn yellow) to set up
the ultimate position of the cast.

Enter the necessary values for the Maxillary distance and Mandibular distance to move the
upper and the lower casts up and down.

Arrow buttons:

1) Click on either the upper or lower casts to visualize the green arrows.
157

2) Click on one of the four arrows to set up the ultimate position of the cast. Hold the
CTRL key to rotate.

Transition step sets up the distance for which the cast moves up or down at one click on
the arrow.
Rotation step sets up the degree of rotation of the model.

Orientation plane:

1) Customize the orientation plane with the help of the three control points check the Show
plane grid checkbox, and select three points on the models defining the plane.

158

2) Define the distance between the two virtual casts to be moved apart according to the
orientation plane. Negative values make the cast move up, positive down. To edit the
position of the plane, drag the control points correspondingly.
3) Click Clear to clear the control points that define current positioning of the orientation plane
and re-define it.

Step 3: Detect collisions and repeat step 2 trying to avoid them, if applicable.
Hint: Use Show as transparent function (the Visualization toolbar) to visualize
collisions more clearly.

159

Click the Correct button to place the model in the initial position.
Step 4: Use the following buttons to control saving and clearing the changes applied:

Click Reset to reset all changes and start aligning the virtual casts all over.
Click Cancel to cancel the last change and leave the step.
Click OK to save the changes and leave the step.

Step 5: Inspect the changes at specific points.

In the Measurement points group click Insert points.

Click on the models to define points of interest the difference at these points will be
shown with labels on the models.
When changing the model articulation the distance moved for every specified point will
be shown as a measurement label on the models.

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6.3.1.3 Alignment for Open Model Set

The Alignment for open model set function helps to align the upper and the lower
casts for the open model set. Follow the hints written on the form in green to perform the
alignment.
You can use either the Modification section to insert the desired distances for the alignment
(please see chapter Occlusion for more details) or the Alignment by planes section. To use
the latter one, please click on the Set points button and place 3 points on each of the casts.
Click the Apply button to perform the alignment. Click Clear to place the points all over again.
Click Reset to start the alignment from the beginning.

161

When the Show intersection checkbox is selected, you can view the gray intersection plane
on one of the casts after you have placed the first three points on the cast opposite to it (see
the image below).
Thus you can compare the two planes and align the models as required.

Select the Show plane grid checkbox to place the points on the cast to create a plane grid
(please see chapter Occlusion for more information).

6.3.1.4 Treatment Planning: Virtual Setups (Ortho Planner Only)

Virtual Setup is a feature simulating the orthodontic treatment in Ortho Analyzer.

162

In order to move the teeth to simulate a treatment, a segmentation cut is automatically

suggested and performed when the teeth are defined at the model Preparation step as
described in Segmentation for Maxillary Model chapter, otherwise, you will get the following
warning message for unsegmented teeth when the Virtual Setup button is clicked:

At the Virtual Setup step, you can create different setups and subsetups with the teeth being
extracted, moved etc, compare the created setups when desired and obtain a precise summary
of all teeth movements.

1. Setups
2. Toolkit
Movements
3.
settings
Visualization
4.
sliders

163

5.

Movements
settings

(4) Visualization sliders (for more slider options, see chapter Visualization Sliders)
Option

Function
Show original for selected tooth When checked, recreates a shadow of the
selected tooth in its original position.
Show Mirror for selected tooth When selected, shows a mirrored image of the
selected tooth along the sagittal plane.
Show tooth markers Shows/hides the markers on the teeth (these markers can be
set by using the

Centers tool).

Note: When you first click the Virtual Setup button, there appears an IMPORTANT
INFORMATION AND LEGAL DISCLAIMER window also shown below. Please read the
information carefully before proceeding.
Ortho Analyzer 2015 IMPORTANT INFORMATION AND LEGAL DISCLAIMER
The functionality of the Ortho Analyzer software allows you to manipulate a 3D visual model
of a patients dentition by dragging and moving individual teeth in the model, whereby you may
explore how the visual appearance of the dentition may change if such tooth movements are
implemented.
Please be informed that the Ortho Analyzer software does not in any way attempt to check if
any specific tooth movement or combination of tooth movements visualized in the software is
actually possible to implement on the patient in real life.
Manipulations visualized in the software may not be possible to implement in real life, e.g.
because the teeth may not actually be moved as visualized. A visualization created in the
software of any tooth movements may also be inaccurate, e.g. because such movements, if
implemented in real life, might cause more or different effects than as shown in the
visualization created within the software.
Furthermore, the software does not contain any functionality attempting to check whether any
such real-life implementation attempt might result in damage, e.g. to the patients teeth or
jaw. Any treatment attempt to implement on a patient a tooth movement or other manipulation
visualized by way of the software should be planned and made only by a dental professional
having with due diligence assessed whether the visualized manipulation can actually be
implemented without causing damage to the patient.
The risks pertaining to any such treatment attempt shall be assumed entirely by the person
carrying out the treatment.
3Shape A/S disclaims any and all liability for the results of any treatment attempts made on
the basis of the visualizations generated within the Ortho Analyzer software.
6.3.1.4.1 Setups
Setups section offers you to create new setups (scenarios) and sub-setups or choose the
existing ones.

164

Watch also video:

How to use Virtual Setup Animation
Use the following buttons to operate with the setups:
Option

Function
Apply selected setup - Allows you to apply the currently active setup to the model.
New setup - Allows you to create a new setup. This can be useful to create stages for
the treatment.*
Copy setup - Copies the selected setup.
Delete setup - allows you to remove the selected setup.
Subdivide setup - allows you to divide a setup into a user-defined number of steps.
Animate sub-setups - allows you to animate the highlighted sub-setups, generating
an animated file in GIF format. You can generate several such animated files, which
will be available under the Animations tab in the Patient Browser after you click a
model. Right-click the animated file to choose the program to open it with.
Export setups - Exports the setups to the selected folder:

* On adding the new setup it is possible to select the base for the virtual setup. Enter the name
of the new virtual setup, activate the Base on existing setup checkbox and select the desired
date from the drop-down menu:

Now the selected case will be used as a base for the virtual setup.
In the Export setup window, you can fold/unfold the groups and select which models or model
sets you wish to export:

165

Note: The export of planning models (virtual setups) as STL requires an active
license of Planning Model Builder.
Note: Subsetups are divisions of a given setup (i.e. new tooth positions) into a userdefined number of steps. Treatment decisions, such as an extraction, stripping or
attachments are disabled for subsetups as they cannot be applied to the subsequent
steps in a series of subsetups. It is therefore recommended to start a new setup with
a treatment decision and then subdivide it into subsetups. Creating a copy of a given
setup can be useful to create the desired sequence.

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6.3.1.4.2 Tooth Movements and References

The method of calculations of tooth movements in Ortho Planner 2015 has been improved to
reflect the practice of orthodontists.
The direction of the movement is now expressing the spatial references and dimensions, such
as the sagittal plane, mesial/distal dimension, vestibular/lingual.
Interpretation of movements in Ortho Planner:

Inclination (torque): vestibular direction (+), lingual direction (-)

Angulation (tip): mesial direction (+), distal direction (-)
Rotation: vestibular direction (+), lingual direction (-)
Movement to left/right: mesial direction (+), distal direction (-)
Movement forward/backward: vestibular direction (+), lingual direction (-)
Intrusion/extrusion: intrusion (+), extrusion (-)

The following illustrations detail how a specific movement is calculated.

Movements and references summary

167

Inclination (torque)
Vestibular inclination is positive and lingual inclination is negative.

168

Angulation (tip)
Mesial angulation is positive and distal angulation is negative.

169

Rotation: left maxilla

Rotation towards the vestibular side is positive and rotation towards the lingual side is
negative.

170

Rotation: right maxilla

Rotation towards the vestibular side is positive and rotation towards the lingual side is
negative.

171

Rotation: left mandible

Rotation towards the vestibular side is positive and rotation towards the lingual side is
negative.

172

Rotation: right mandible

Rotation towards the vestibular side is positive and rotation towards the lingual side is
negative.

173

Movement to left/right (mesial/distal)

Movement towards the mesial side is positive and movement towards the distal side is
negative.

174

Movement forward/backward (vestibular/lingual)

Movement towards the vestibular side is positive and movement towards the lingual side is
negative.

175

Intrusion and extrusion

Intrusion movement is positive and extrusion movement is negative.

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6.3.1.4.3 Toolkit for Virtual Setups

The Toolkit section allows you to perform the actions required for Virtual setup changes on the
model.
Watch also video:
How to use the Virtual Setup toolbox
Warning: Please use the available tools for collision detection and distance map
during the virtual setup process.
Movements - Allows you to rotate and move teeth as desired. To select the tooth, click
on it with the mouse. The selected tooth turns blue. Double click on the tooth to activate
the red and green control points that will help you rotate and move the tooth as shown
on the image:

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(1) Moving the selected tooth:

Rotate the tooth: click on the red control points on the tooth or use the Left / Right
arrow keys.

Move the tooth: to move the tooth up and down click its green control point and drag
it or use the Up and Down arrow keys; to move the tooth sideways click tooth and drag
it or use the arrow + Ctrl keys.
Hint: Use the Ctrl key of the keyboard to select and move groups of teeth them
synchronously.

(2) Movements settings section:

Option

Function
Activate this option to analyze the intersections between tooth models
(antagonists or neighboring teeth). The collision detection is calculating the
Perform collision maximum overlap between two teeth models. This overlap is displayed
with a red segment visible when the teeth are set as transparent.
detection
Accurate intersection values are also displayed at any selected tooth,
showing the level of penetration in mm.
Check it to activate the collision threshold value. Intersections with values
Use collision
lower than the defined threshold will be display in grey and the ones above
threshold
the threshold will be marked in red.
Collision
Allows you to indicate the collision threshold value manually.
threshold value
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Band Size
Calculation

If marked, calculates the size of the band and displays it on the screen.

Click at this button to activate the Ideal arch. This will activate the dropdown menu, where you can select the desired arch. Can be used the one,
created on the Dental Arch Analysis step with the 2D overlays.
Activate this option by clicking at this button. This will activate the dropdown menu. Constraints for the treatment simulation can be set in Control
Enable
Panel and chosen from the Tooth movement Constraint list. These
Constraints table constraints can be associated to tooth biomechanical and morphological
rules, or to the mechanical properties of selected appliances.

Show Ideal
Arch

(3) The Movements window contains information about the operations performed on the
selected tooth and the movements buttons. The number near its heading indicates the number
of the tooth you are currently working with. After you have rotated or moved the tooth, the
corresponding values appear in this window showing exact measurements. These values can be
changed directly in the window by clicking on the desired field. In order to create the desired
movement, for example to simulate the effect of a pre-programmed appliance. For more
details, refer to chapter Tooth Movements and References.
(4) Movement intervals: this section allows to define the movements (in mm or degrees)
generated with each key stroke when using the keyboard for the teeth movements
(5) Click the Teeth movements overview link to get a full treatment plan detailing all the
movements to apply to each tooth:

The Extract teeth option allows you to extract the selected tooth on mandible or
maxilla.

Click at the desired tooth and press the button Extract teeth (1).
The extracted tooth appears in the Extracted teeth table (2).
Select it by clicking at it and press the Undo button if you want to
restore it (3).

Stripping allows you to simulate the interproximal reductions (IPR) for the selected
tooth according to the parameters you enter.
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Use the Automatic section to align the selected tooth automatically. Edit the IPR Mesial and
IPR Distal parameters manually in the required fields. Otherwise you can click the Auto button
to let the software apply automatic stripping. You can also manually perform the stripping on
screen with a simulation tool.
In the Manual stripping section mark the Show tool check box and adjust the Tool width in
the appropriate edit box. Select the desired area by clicking and holding the Ctrl button. Thus
you mark the stripped section in transparent grey.
The "saw" mode, if checked, allows you to emulate a straight tool, while the simple mode
allows you to mark the curved surface as well:

Note: only the Automatic stripping values can be summarized in the Teeth Movement
overview table.

Attachments option places the attachments to the selected tooth. To place the
Attachment follow the next steps:
1. Select the tooth with the single click, the tooth turns blue.
2. Select the Group and Attachment type from the drop down menu in the Attachments
tab that is set in the Control Panel->Attachment Settings. You can also select the Orientation
of the tooth from the given drop down list. Click on the tooth once again to place the
attachment.

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Allows to
Positions the attachment
1. squeeze/stretch
4.
deeper in the model
the width
Rotates around the Allows to squeeze/stretch
2.
5.
center axis
the length
Moves back and
3.
forward

Mark the Reverse direction checkbox to turn the attachment into the opposite direction.
Distance map - Shows the selected teeth in the color scheme displaying the distance to
the antagonist and neighboring teeth.

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Shows the selected teeth in the color scheme displaying the distance to the antagonist and
neighboring teeth.
It is possible to edit the settings for the Distance map in the submenu. Mark the Show
Distance map and the Show scale checkbox to display the Distance map color scale and the
distance map respectively. It is possible to edit the Max. value of the color scale manually.
Use the Set all button to show the Distance map for all the teeth. This option can be turned
on during the other stages of movements so you can see the possible collisions of the
neighboring teeth.
Measure points - allows you to place reference points for registering the changes of the
tooth position when using the Movements tool.

Measurement before the inclination changes

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Measure after inclination changes

Select the Hide points for other tools checkbox in the Measure points menu if you don't
want to view the points on other steps.
Centers - allows you to define a new rotation center. To apply this rotation center when
moving the teeth, click the Movements tool, then hold down the ALT key and click or
double-click the center.

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Edit flexible tissue area - allows to change the borders of the tissue area. You can
switch on/off the fast edit mode by clicking
. When on - you can edit the border by
drawing with the cursor, when off - you can edit the border by moving the control points.

Click the Show flexible area button to view the splines. Use Reset to reposition the spline.
Click OK to apply the changes and Finish the Virtual setup.

6.3.2 Configuration
The Configuration step is used to prepare the upper
and/or lower model(s) for future manipulations and
analysis.
The Configuration tab contains four steps:
Setup maxillary model local origo
Setup occlusion plane
Preparation for maxillary model
Preparation for mandibular model.
These steps are described in details below.

6.3.2.1 Standard Planes

The aim of this step is to specify the local origin for the maxillary model of the virtual
cast. These predefined reference planes namely the horizontal, sagittal and anteriorposterior, can be used as basis for the 2D cross section analysis.

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Note: these planes need to be predefined to be available as default positions for the
2D cross section analysis.

Note: if the models have been prepared with a virtual base, (see Preparation) the
occlusion and sagittal planes are already defined on the model set and the present
step can omitted

1. Click the Standard Planes

button in the Configuration tab.
2. Pick a point on the maxillary model to set up local origo and coordinate system.
3. Rotate the model using the mouse:

Drag the control points (they turn yellow when activated) to rotate coordinate axis
freely and set up the appropriate relation of the local origin planes.
Drag the arrowhead to move the horizontal plane up or down.
Drag the arrowhead to move the sagittal plane left or right.
Drag the arrowhead to move the vertical plane to or from.

4. When needed, you can click the Clear button to reset the positioning of the planes and
start the process again. Click OK to save the changes made to the local origin and leave the
step.
Note: All planes can be moved and saved as additional planes in the 2D cross-section
toolbox.

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6.3.2.2 Setup Occlusion Plane

The Setup occlusion plane step allows you to place the occlusion plane that is used for
the 2D measurements at the Analysis objects step (Custom spline 2D, Measure 2D
and Distance 2D).
Note: The occlusion plane need to be predefined to be available as default position
for the 2D cross section analysis.
It is also required for the calculation of the tooth long axis at the preparation stage.
Note: if the models have been prepared with a virtual base, (see Preparation) the
occlusion and sagittal planes are already defined on the model set and the present
step can omitted
To setup the plane, please follow the hints on the form (see the image below). You will be
asked to place 3 landmarks on the teeth number 16, 11-21 and 26 (or equivalent depending on
the chosen tooth numbering system).
When done, the occlusion plane appears on the cast:

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Note: All planes can be moved and saved as additional planes in the 2D cross-section
toolbox.
Click Clear to reset the plane or click OK to save and finish the step.

6.3.2.3 Segmentation for Maxillary Model

This step has 4 main objectives:

1) It lets you define the composition of the maxillary tooth row, including missing teeth to
calculate the required space. You can also set up the width measurements for missing or non
erupted teeth.
2) It also segments the teeth according to their definition so you can perform a virtual setup.
3) It defines the axis of the crown, which will be used as basis for all tooth movements at the
virtual setup stage
4) It allows to edit position of the rotation center of the tooth.
Completing this step is crucial for the further analysis and for virtual setup operations to be
successfully performed in the Function panel.
Warning: Please make sure to validate separation boundaries and tooth axes
sufficiently when segmenting teeth by using the visual inspection tools available,
notably the overlay of DICOM or X-ray 2D images.

The

Segmentation for maxillary model option contains four steps:

1:
2:
3:
4:

Set points
Define cut
Sculpt
Rotation center

These steps are described in details below.

Watch also video:
How to segment teeth
6.3.2.3.1 Set Points
Set points - the first step of the preparation process.

Click on the
Preparation for maxillary model icon, the program automatically brings you
to the first step.
The system automatically presents the model of an open mouth view, making the inactive part
of the virtual cast transparent (as shown on the image).

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At this step, you have to place the distal and mesial control points on the teeth with
corresponding tool (1) to set up the maxillary model. To accomplish this task, mentally divide
the model into two parts along the median line, and indicate the distal points (aqua) on the
surface of the tooth that is away from the median line, and the mesial points (purple) on the
surface that is towards the median line, as shown on the image below. The width value for
each tooth is displayed under Width (2D) under the Overview window.
To remove the tooth width selection, right-click on the control point and select Delete from the
appeared menu.
To move the control points, click on the control point to activate the tooth and drag the point
with the cursor.
Click on the tooth and press Clear to remove the selected tooth width.
Click Clear all to remove all the width measurements.
Show teeths axes when checked, displays the teeth axes in the form of the red
arrows. The tooth axis can be changed with the help of the Set tooth normal
button in the upper left corner of the session window. Its position is by default set
by the user-defined mesial-distal segment.
Move close points synchronously when checked, simultaneously moves the control points
that are set close together on the spline (used at the Define cut step).
(2) Place the control points on the teeth.
(3) It is possible to customize the view of the model by moving the Visualization sliders:
Option

Function
Maxilla - allows you to show/hide as well as adjust the transparency level for the
maxillary model.
Mandibular - allows you to show/hide as well as adjust adjust the transparency level
for the mandibulary model
Show all teeth axes - displays all teeth axes or hides them.
Show tooth axis angles - allows you to display the axis angles of the selected tooth.

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It is possible to place additional landmarks on the selected tooth from landmark lists
that are created in the Control panel. These landmarks can be used optionally to
position the reference plane used to define FA point of molars.
Select a tooth on the Overview scheme, choose the preset from the corresponding drop-down
menu and place the landmarks according to their description. If to hover a cursor over the
landmark it turns white:

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The user point-of-view should be the growing direction of the tooth. The default axis of the
tooth crown is defined by the distal-mesial segment you define here. Normally it is the default
top-view plane for the 2D measurements and for most teeth for 3D measurements. If some
teeth grow in a non-standard direction, the plane for 3D measurements should be selected
according to those individual directions.
Note: Taking a perpendicular view to each crown (using the right button of the
mouse) helps to position the mesial-distal segment correctly through the center of
the crown, therefore creating a more realistic tooth axis from the start.
At this step the DICOM files and X-Ray 2D Images will be very useful to define the teeth axes
and rotation centers:

(1) Use the Overview window to navigate around the teeth or Ctrl + arrow buttons to change
to next tooth:
The small green arrow
indicates the tooth selected.
Its number appears under
Active tooth below. The
tooth marked with cursor
becomes circled black.

To mark the missing tooth

(shown as transparent),
select the tooth and check
Missing.

If the space left from

missing tooth is intended for
specific purpose (e.g.
implant or non-erupted
tooth), click the Set button
and enter the corresponding
tooth size value in the
Width (2D) field. The
virtual tooth becomes white.

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Additionally, you can manipulate the teeth with the right-click

menu appearing in the Overview window when the cursor is
positioned over a tooth.
The default measurements are done in 2D mode as the
software emulates the traditional manual measurement
method. The dental technician can still use the manually
calculated data with the 2D tooth width. The measurement
method can be toggled between 2D and 3D with the Use 2D
tooth length checkbox located on System Settings page of
the Ortho Control Panel.

To move to the next step, you can click either the

button or

6.3.2.3.2 Define Cut

At the Define cut step you can adjust the cut spline or recreate it
manually. The program automatically creates the spline for each tooth
based on the mesial/distal points placed at the previous step.
To adjust the spline, click desired tooth in the Overview window to activate it. The control
points of the active tooth turn green from blue. Click on the control points (turn yellow when
active) and drag them with the mouse to form the desired spline. Select the Move close
points synchronously checkbox to move simultaneously the control points that are set close
to each other. When you need to delete a control point from the spline of the selected tooth
right-click on it and select Remove from the appeared menu.
To create the spline manually or to edit it using the fast edit mode, you can use the buttons in
the upper left corner of the session window Segment tooth manually and Spline fast edit
mode. Use the Smooth teeth sides (None, Low, High) to adjust the sides of the selected
tooth.

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Before smoothing

After smoothing

Set Tooth Normal

When the Show teeths axes checkbox is selected, the teeth axes become
visualized in the form of the red arrows. The tooth axis can be changed with the
help of the button in the upper left corner of the session window. To perform the
operation, select the tooth to make it active, position the cast as desired and click
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the Set tooth normal button. Note that the default position of the tooth axis is
defined by the mesial-distal segment.

Segment Tooth Manually

To place a new spline, select the desired tooth to make it active and click Segment
tooth manually button. The spline that has been placed automatically by the
program will disappear and you will be able to place your own spline. Left-click on
the tooth to place the control points. The last control point should be placed on top
of the first one to close the spline.

Edit Cut Spline

To fast edit the spline, select the desired tooth to make it active and click the
Spline fast edit mode checkbox. Click and draw the new part of the spline that
needs correction and the program will adjust the spline.

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When you want to remove the preparation information from a tooth, click on the tooth in the
Overview window and click the Clear button. The Clear all button removes the preparation
information for all teeth at once.
Click the Find hole in the model button to identify the holes between the teeth for
better separation. Select the tooth with the holes, click the section you want to place the
spline on and click the Find hole in the model button. The separating splines are
placed:

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After you have performed actions with a single tooth you can use the green arrows
in the left upper corner to Undo/Redo the changes (or the combination of Ctrl +
Z/Ctrl + Y).
Hint: Due to difficulty to access interproximal areas for most orthodontic cases it can
be necessary to adjust the suggested segmentation manually. In case segmentation
fails for one given tooth, it is recommended to start by repositioning the distal and
mesial points at the first step. If this is not sufficient to solve the segmentation issue,
it can also be very useful to inspect the cutting splines alone on screen (disable the
Show maxilla or
Show mandible slider respectively from the Visualization
Toolbar and adapt the spline using the Spline Fast Edit mode.

6.3.2.3.3 Sculpt

The Sculpt tool allows you to trim the model after Define cut step For more
information on this tool please refer to the Sculpt in Preparation section.
It is possible to customize the view of the model by using the Visualization sliders in the upper
right corner:
Option

Function
Teeth - allows you to adjust the transparency level of the teeth, or even turn their
visualization off.
Tissue - turns on/of the visualization of the tissue and allows to adjust its
transparency.
Show selected tooth - allows to display the selected tooth only.

6.3.2.3.4 Rotation Center

At this last step of the Segmentation of maxillary model option
you can evaluate your model and choose to go back to the previous
steps if more adjustments are needed.
Click OK to finish the Segmentation of maxillary model.
You can also edit the position of the rotation center of the selected tooth. Adjust the visual
presentation of the model and choose the tooth from the overview or directly on the 3D model.
Select the rotation center with your mouse and drag it to adjust its position. Use the control
points to set the height and angle of the tooth rotation center.

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6.3.2.4 Segmentation for Mandibular Model

This step defines the composition and segmentation of the tooth row of the
mandibular model. The workflow is similar to the described in the Segmentation for
Maxillary Model chapter.

6.3.3 Analysis

This functional tab serves the purpose of comparing

particular patient models to statistically obtained ideal
deviations in order to plan the treatment accordingly.

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The Analysis tab contains six steps: Dental arch analysis, Analysis reports,
Overbite/Overjet, Questionnaires, Generate report and Occlusion map.

6.3.3.1 Dental Arch Analysis

The Dental arch analysis function provides a compilation of the tooth width calculations
based on the selections made in the Configuration tab and compares it with the customerdefined ideal curve shape.
Watch also video:
How to make a Dental Arch Analysis

When you click the

Dental arch analysis button, a dialog box with the Overview
window and the Ideal Curve and Wire Length tab appears.

Overview window

The teeth of the maxillary and mandibular right quadrants are marked red. The teeth of the
maxillary and mandibular left quadrants are marked green. Missing teeth are marked grey.
The green arrows along the dental archs indicate the full arch width calculated out of the
individual tooth widths of the teeth marked in the previous steps. Both types of measurements
appear next to the teeth and the arrow in mm.

197

Ideal Curve and Wire Length tab

Before defining an arch, you have to click the Add button and enter a name for your new ideal
arch (arches). The new arch will appear in the Ideal Arches drop-down list. You can delete the
selected arch with the Remove button.
The Maxillary arch and Mandibular arch tabs offer the following options (the same for the
upper and the lower arches). Define an ideal arch based on different default shapes. There are
four types of ideal curve shapes available in the system:
Ellipse

Custom

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Compare the existing shape of the teeth row with an ideal curve and consider the necessary
modifications to the existing shape.
Select the arch shape and place several control points on the model to set up the ideal curve:
two points for Ellipse and Parabola (the third point will appear automatically creating an arch)
and four points for Custom as shown on the image.
To change the shape of the spline, change the position of the selected control points with the
help of the cursor. For the custom made ideal curve, the original spline is marked green,
whereas the current spline turns blue, for comparison as shown on the image.

Placing control points for the Custom arch

Editing the Custom arch

Click Clear to remove the arch. Click Copy opposite arch to get a copy of the arch from the
opposite cast. Select the Show opposite arch checkbox to show/hide the arch on the opposite
cast.

Hint: Using the 1:1 real scaling

of the Visualization Toolbar, you can easily
replicate a physical arch wire by drawing it on screen with the Custom Arch option.

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If necessary, define the distance

between the ideal curve and the
bracket in the Bracket offset box.
The Bracket offset value
corresponds to the thickness of the
orthodontic appliance (e.g. the
brackets), whereas the Offset wire
arc length corresponds to the
length of its metal wire. Entering
both positive and negative values is
possible in Bracket Offset.
Compare the Ideal arc length
(blue) and the Offset wire arc
length (green) values, to define the
treatment measurements, if any. If
the offset value equals zero, then
the lengths coincide. In the example
above, the original length of the
upper tooth row spline is
103.89mm, whereas the offset value
of 2mm changes the offset length to
109.63mm.
Click OK to finish Dental arch
analysis.
At this stage the 2D overlay feature from the 2D Cross-section option can be very useful. You
can upload a file with the desirable arch there and use it as a guidance while drawing a digital
arch:

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Using the 2D overlay to define the ideal arc shape. Position the arc shape template on the sagittal axis and use the
symmetric drawing option

6.3.3.2 Analysis Reports

The option Analysis reports is provided to enable effective and
versatile analysis of the models. OrthoAnalyzer provides three
officially recognized analyses: Tooth width analysis, Bolton
analysis and Space analysis. The option of comparing both,
the maxillary and mandibular teeth rows with the pre-set,
standard values is enabled with the data imported into the Ortho
Control Panel.
Click the
Analysis reports button in the Analysis tab to open a window containing the
Overview section illustrating the information presented in the three dental analysis tabs. In
the Overview window, the teeth of the maxillary and mandibular right quadrants are marked
red, the teeth of the maxillary and mandibular left quadrants are marked green and the
missing teeth are marked grey.
1. Customize the Tooth width analysis settings
The Tooth width analysis tab appears in focus automatically when you open the Analysis
reports, it contains the data for this type of analysis as shown on the image below. To view a
different type of the standard tables, select it from the Standard tables drop-down menu.
The Tooth width analysis tab presents a list of the actual individual tooth widths compared to
the standard average values in order to determine the locations and amounts of the toothwidth discrepancies. New standard tables may be imported into the Material settings of the
Ortho Control Panel.
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*TW tooth width

Comparing the actual and the average tooth width

values, the user can calculate the standard deviation
between them (marked SD on the graphs).

Tooth width analysis

2. Fill in the Bolton analysis tab

Click the Bolton analysis tab to view the table data available for this type of analysis.
The red spline in the Overview window is divided in three sections. It highlights the six front
teeth and the twelve teeth closest to the labial surface on each of the models for the anterior
and the overall Bolton analyses correspondingly (see the image below).
The tables automatically shown in this tab are reproduced by default. Specific to the patient
model of an individual, the Anterior and Overall ideal ratios are customized and easily
imported into the Ortho Control Panel.
According to the example in the tables, the ideal AR for the ethnic group to which the patient
belongs to equals 0.77 whereas, its ideal OR equals 0.91.
Based on the ratios of the maxillary and mandibular six and twelve widths of the current
model, the system calculates the AR and OR deviations from the standard ratios for the given
ethnic group. It is possible to predict the necessary measures to adjust the structure of the
whole teeth row in order to provide the orthodontic treatment.

202

Bolton analysis
1. Overall analysis (twelve width)
2. Anterior analysis (six width)

3. Apply the settings for the Space Analysis tab

Click the Space analysis tab to view the table data available for this type of analysis.
This section provides two types of space analysis the Moyers and the Tanaka & Johnston
table analyses for both the maxillary and the mandibular arches. This is done to predict the
orthodontic manipulations with the spaces indicated in the setup section of the analysis
process.
The Standard Moyers table is selected by default. To switch to a different type of the
standard Moyers table, select it from the Standard Moyers Table drop-down list. This is
customizable in Ortho Control Panel.
Having calculated the sums of the incisors, canines and premolars separately, the system yields
a set of Moyers and Tanaka & Johnston values for the Total space required.

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Space analysis

Warning: Please ensure to position analysis points on the 3D model correctly

according to the analysis protocol by optimizing zooming and viewing positions.

6.3.3.3 Overbite/Overjet

The Overbite/Overjet function

allows you to
measure the overbite and overjet distances. Please follow
the hints in the form to perform the measurements.
Watch also video:
How to use the OverBite/Overjet cross-section feature
The Objects window in the form contains an overview of
the teeth to be measured. Click on the teeth in the
Objects window to select them for operation. The
Overbite function is available only for the central incisors
and is not active for the lateral incisors (see the image).
The selected tooth is circled in red. The teeth that have
already been measured become green.
Place the landmarks on the necessary teeth in the session
window or in the 2D cross section (see images below). You
can always move the landmarks by dragging them with the
cursor.
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Enable clipping plane When selected, cuts away the

portion of the model (see images below).
Invert clipping plane When selected, cuts away the
opposite portion of the model.
Select Show all to view all the overbite/overjet
measurements on the model.
Select Show landmarks to show/hide the landmarks on
the model.
Click Clear to remove the measurements from the selected
tooth. Click Clear all to delete all the measurements on
the model.

205

Overbite measurements

206

Overjet measurements

6.3.3.4 Questionnaires
For a better presentation of the customized analysis and the
implementation of scoring systems, you can now use the
questionnaire located under Analysis->Questionnaires.
This new feature allows you to present your customized analyses
in a more user-friendly manner using bitmaps, notes,
screenshots etc.
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6.3.3.4.1 Using a Questionnaire

To start the analysis, select the Questionnaires

button in the Analysis section of the
Function panel. It will open the Questionnaires window.
This section presents an example of the PAR Scoring questionnaire, though any analysis or
scoring system can be configured with the existing tools.
Note: Prior to working with a questionnaire in Ortho Analyzer you have to configure
it in the Ortho Control Panel. Please refer to the Ortho Control Panel manual (section
Questionnaires) for the details.

1.
2.
3.
4.

Available Questionnaires
List of steps
Unweighted Total of scores
Weighted Total of scores

5.
6.
7.
8.

Content of the question

The illustrating image
The model with the measurements
The Previous/Next buttons

1. The Questionnaire drop down menu presents the list of Questionnaires available for filling.
To choose the one you need, press the arrow to the right and select the appropriate test from
the drop down menu.
To load another questionnaire to this list go to the Ortho Control Panel.
2. The List of steps presents the sequence of groups and steps that you created in the Control
Panel. Selection of each group or step with the a single click opens its content to the right.
3. The Unweighted Total indicates the unweighted amount of scores (total scoring value of
the questions).
4. The Weighted Total shows the weighted total of scores.

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5. The Content of a step contains the question and other components that you have set in
the Control panel.
6. The illustrating image functions as a hint, describing what measurements should be
performed on the model on this step.
8. The Previous/Next buttons allow you to move up or down the list of groups and steps.
After selecting the first question out of the group with a single click. Click the Define button
and measure the appropriate segment on the model.

It is possible to customize or redefine your measurement by right-clicking it:

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The Additional information section allows you to make notes on the current step.
After you have finished working with the step, press the Next button at the bottom of the
window. To come back to the previous question, click at the Prev button.
At the end of the scoring process you can view the Summary:

Click OK to end the test.

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6.3.3.5 Generate Report

The Generate report function organizes the data contained in both, the Configuration and
Analysis sections into a separate printable document.

1. Click the
Generate report button on the
Analysis tab.
2. In the appeared Custom Report dialog box, select
the Report type you wish to make. The report type
depends on the information you need to include in
the report. Report types and their structures can be
defined in the Ortho Control Panel: Feature
Settings->Custom Report Configuration.
3. Select the desired Report template.
4. Click Generate report to load it in a separate
window.
5. You can explore the report using various
visualization tools in the top toolbar.
6. The report can be Exported to a folder in .rtp
format and print it out, if needed.

Export report
Print report
Refresh
Toggle group tree
Navigate around the
pages
Go to a specific page
Close current view
Search for text
Zoom

Toggle group tree: the displayed Analysis report consists of the two main parts Views
(Configuration section in OrthoAnalyzer) and Analysis (Analysis section). The rest of the
group tree structure specifies the multiple parts of the sections covered here (model images).
Close current view: active when displaying a model image; does not apply to the Main
Report.

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6.3.3.6 Occlusion Map

The Occlusion map enables visualization of occlusal distances in the model set.
Click the
Occlusion map button on the Analysis tab. The system will automatically
color the virtual casts according to the Color scale displayed on the right of the session
window.

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The areas of the teeth closest to the occlusion surface are marked red, gradually changing to
the colder color palette, as the occlusion distance becomes larger.
Watch also video:
How to use the Occlusion Map tool

6.3.4 Model Set Comparison

The Model Set Compare section of the Function panel
enables detailed simultaneous analysis of the two model
sets belonging to one patient. This feature can for example
be very useful to follow up on a treatment plan by
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comparing the planned situation to the actual scan of the

patient.

This section includes:

Compare model sets

Maxillary model registration
Mandibular model registration
Difference map for two model sets.

These steps are described in details below.

6.3.4.1 Compare Model Sets

To activate this option,
click the
Compare model sets
button in the Main
toolbar while one of
the patient models is
already loaded.
This will open the
Open patient model
set window with the
model sets listed in
the search results for
the chosen patient.
Select the model set
you wish to compare
the already loaded one
to and click the Load
button.
This loads the second
model set. The two
model sets are
displayed in the same
position but with
different colors.
The visibility of the models can be operated from the
appeared Model Set Comparison window.
The reference model is shown in green and the compare
model has yellow color.
The model visibility (color) can be gradually changed with
the slider or toggled with the
model set only and
only buttons.

Show reference

Show compare model set

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The
Show both model sets button returns the
slider to the middle position.
The
Animate to reference model sets and
Animate to compare model sets buttons slowly move
the sliding bar from one end to the other in the
corresponding animation.
When clicked, the
Single view button
changes to the
Dual view one and
displays two model
sets next to each
other. The Choose
button opens Open
patient model set
window to load
another model to
compare with if
needed.

6.3.4.2 Maxillary Model Registration

The aim of the Maxillary model registration step is to properly align the upper models of the
model sets chosen for comparison. This is a necessary pre-requisite for effective and
informative analysis of differences between the model sets.
Step 1: Start the maxillary model registration
process
Click the Maxillary model registration
the Model Set Compare tab.

button in

Choose the best option for the model alignment in the

appeared Registration form:

Surface 1-point: Indicate single corresponding

points on each model for alignment and optionally
select the surface to align with the help of the
Selection Tools.
Surface 3-point: Indicate three corresponding
points on each model for alignment and optionally
select the surface to align using the Selection
Tools.
Direct 3-point: Indicate three corresponding
points on each model for alignment. This method
does not use the surface information.

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Note: It is advisable to use the Dual view

visualization in order to access both models at
the same time. The selection of points can be
done on the reference model first and then on
the comparative model, or vice versa. Use the
Reset button to delete the reference points if
needed.

Step 2: Gain better alignment with the Selection tools

The additional surface information provided with the Selection tools improves the alignment
process. When no surface correspondences are set, the system automatically uses the whole
surfaces of the models as the reference surfaces.
These tools are only available in Surface 1-point and the Surface 3-point registration
methods as the Direct 3-point method does not refer to surfaces.
The selection tools can be used in any order and
combination.
The tools include the following:
Item

Action
Unselect all Unselects all selections.

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Reduce selection Reduces the selected area by excluding

the neighboring areas from the selection.

Extend selection Extends the selected area by adding the

neighboring areas to the current selection.

Invert selection Unselects the selected and selects

unselected areas of the surface.

Undo last selection Makes one step back in the selection

operation.
Paint selection Use the brush tool to paint the model
reference surface while keeping the left mouse button pressed.

Result

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To see the effects produced by the selections of the upper

model registration, keep pressing Apply and transfer to
the Single view.
The Model Set Compare form (image to the left) is
described in the Compare Model Sets chapter.
On completion of the upper model registration, click OK to
save the results and leave the step.

6.2.4.3 Mandibular Model Registration

This step assists the proper alignment of the lower models belonging to the model sets chosen
for comparison. This is a necessary pre-requisite for effective and informative analysis of the
differences between the model sets.
Click the
Mandibular model registration button in the Model Set Compare tab to
open the Registration form. The rest of the registration process is similar to the one described
in Maxillary Model Registration chapter.

6.3.4.4 Difference Map for Two Model Sets

The Difference map for two
model sets compares shape
differences between the reference
and the examined model sets
visualized with the help of the
color scale. The distance between
the surfaces of the two model sets
is measured yielding positive and
negative deviation values.
Click the
Difference map
for two model sets button in the
Model Set Compare tab. The
system will automatically mark the
virtual casts according to the Color
scale displayed on the right of the
session window
The areas of the model set rising
above the reference model are
marked red gradually transiting to
green, as the distance between
the models gets smaller, and then
continues to the colder color
palette, when the surfaces of the
compared model sets start to
intersect.

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6.4 Saving
6.4.1 Save Session
While working with on a model set, you can always save you current session by pressing the
Save session function button and save the current feature tree in .3ml format in the
default "OrthoData" folder.

6.4.2 Save Models as...

With the
Save models as button you can save your upper/lower models to the
specified folders with the chosen names.
Save virtual setup as section saves the simulation you have made for the orthodontic
treatment.
Save occlusion as section saves the name of the new occlusion.

6.5 Customized Workflow Wizard

You can create a number of customized workflow wizards with predefined operational steps.
This cleans up the software interface and organizes steps and operations for your own use. The
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supplied Ortho Analyzer version installs 3 pre-made customized workflow wizards by default. As
shown on the image, the wizards are represented by the hat icons of varying color and are
located in the toolbar of the Ortho Analyzer.
The supplied wizards are named as follows:
1. Preparation
2. VirtualSetup
3. Analyzer
The wizards are setup and edited in the Ortho Control Panel. You can use and edit the premade wizards or add your new wizards. In order to setup or edit the wizard, open Workflow
Settings of the Orthor Control Panel. The following image shows 3 pre-made wizards set up in
the Ortho Control Panel.

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Adding a new wizard

When creating a new wizard, click the Add button

to add the wizard ID in the appeared Selection of
ID window.
Once the new wizard is added it appears in the
Workflow list on the left. Inactive wizards can be
hidden from the list by selecting the required
wizard and ticking the Hide inactive items
checkbox.
All available steps of a wizard are shown under All
steps listing while the wizard remains selected.
Select the required steps for the created wizard
and transfer them to the Current workflow steps
list on the right with the

button.

Use the
button to remove the selected
steps from the Current workflow steps list if
needed.
The customized workflow wizard name can be
edited by selecting it from the Workflow list and
clicking the Change ID button.
You can specify color of the selected wizard by
clicking the Workflow color cube and selecting the
desired color from the available palette.

Other operations

With the other operations you can Copy, Delete, Move up and Move down the selected
wizards. The deleted wizards are kept in the Recycle bin. You can either restore them or empty
the Recycle bin.
The Export and Import buttons allow you to easily export or import your wizard settings
to/from a *.3ml file.
Click the Save button at the top of the window to save your changes in the Ortho Control
Panel.
Only the sequence of steps defined for the wizard in Ortho Control Panel (Workflow Settings ->
Workflows) appears in the OrthoAnalyzer interface on the wizard icon selection. The following
image shows the operational steps of the default Preparation wizard in the Ortho Control
Panel and OrthoAnalyzer interface.

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222

7 Bracket Placement Module

The dedicated Bracket Placement module of the Ortho Planner allows you to accurately position brackets
used for straight wire technique on the patients malocclusion in order to optimize the treatment efficiency
and reduce bonding chair time. The brackets positions can then be transferred to the Appliance designer
where the transfer media can easily be designed with the dedicated Bracket transfer module. Please refer to
the Bracket Transfer Master Model chapter for more details about the bracket transfer design process.
Watch also video:
How to use the Bracket Placement workflow
Note: The Bracket Placement module is an add-on to Ortho Planner and requires a
specific license activation.
Go through the workflow to place the brackets:
Note: Make sure that the bracket libraries have been downloaded via the Download
Center in Ortho Control Panel -> Tools before you can use this feature.

1. The Bracket Placement module gives opportunity to work on one side of detention
only. Select the jaws you will be working with (Maxilla, Mandible or Both)
2. Perform Segmentation for Maxilla and Mandible.
Hint: The position of the mesial and distal points step allows you to define the teeth
long axes which will in turn be used to define the optimal position of the bracket
(knows as FA points - see section below). Using DICOM Cone Beam scans overlay and
adjusting their transparency helps to position the tooth long axes in the most
accurate way according to the root situation.
Go along the arch and indicate the correct tooth axes.
It is possible to place additional landmarks on the selected tooth from landmark lists
that are created in the Control panel. These landmarks can be used optionally to
position the reference plane used to define FA point of molars.
Select a tooth on the Overview scheme, choose the preset from the corresponding drop-down
menu and place the landmarks according to their description. If to hover a cursor over the
landmark it turns white:

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3. Setup planes
3.1 Occlusion plane. At this stage you indicate the planes you will be using as a reference for
the brackets placement process.
Important: Using a fixed reference plane (e.g. Occlusal plane) allows to create an
absolute reference for teeth positions and therefore an expression of the patients
malocclusion, which can also be used in the treatment planning process.
3.2 Standard planes. This step allows you to define additional standard planes, which could be
used as alternative reference for the bracket placement process.
4. Perform bracket placement for Maxilla and
Mandible
a. Adjusting the FA points.
The default position of FA points is defined at the intersection of the projected long axis on the
vestibular side of the tooth and the mid-transverse plane of the crown. The midtransverse
plane of the crown is calculated from the top of the tooth at the gingival contour to the tip of
the tooth.
The FA points turn white when you hover the mouse cursor over them.

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In order to position the FA points use the tools in the left

side of the screen.
Choose in what fashion to move the FA points along the
tooth by marking the corresponding radio button.
You can undo/redo the action by clicking on

In order to reset the positioning of the FA point to its

default position use the
button (1). To lock (2) and
unlock (3) the positioning of the FA point, use the
corresponding buttons.
Show plane and measurements checkbox enables the
display of the chosen reference plane in the views
section at the bottom of the screen (in green) and shows
the measurements of the FA points.
It is possible to choose the plane for reference for all
calculations from the drop-down menu. The occlusion
plane defined at step 3.1 is used as default reference
plane.
In case the occlusal plane doesn't intersect a cusp tip you can use the landmarks instead of the
reference plane to define the FA points.

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The chosen reference plane will define the tooth previews offered at the bottom of the screen.
Choosing the occlusion plane will typically return the angle position of the tooth (tip and
torque), and therefore an expression of the patients malocclusion in absolute terms.
The tooth edge plane option will offset the reference plane at the tooth tip and show a
perpendicular view from the tooth long axis to return the height reference for the bracket
placement.
Finally, the use of the additional landmarks allows to apply the inter-cusp buccal segment as
reference for height calculations for molars instead of the occlusal edge.

Occlusal plane as a reference

Tooth edge plane view

When you finish with positioning the FA points, lock all the points by clicking at
. All the
FA points turn green, which means that brackets will be able to be positioned on them. Then
you can move to the next step.
b. Placing the brackets
Select the brackets library name from the corresponding drop-down menu.

Note: You can select different libraries for the upper and lower jaws.

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It is possible to choose the Reference plane as well as the

movement option for the bracket placement, similarly to the FA
points positioning.
Movement distance - you can move the brackets with the
mouse using the red control points.

Collision detection tools ensure that the brackets geometry is

in maximum contact with the tooth surface, but never
intersects with it.
Disable collision detection to antagonist - allows you to
position brackets by disregarding the constraints from the
antagonist. That is it disables the function of collision detection
of the brackets to the antagonist jaw, but applies to the
considered tooth surface.
Hint: This option allows you to optimize the
bracket position on the lower jaw in spite of
occlusal interferences with the upper jaw. Using
the virtual articulator then allows you to open the
bite of the patient to avoid these occlusal
interferences.
Show collisions - will highlight collisions between the
brackets and the underlying, neighboring tooth or gingiva in
red.
Disable auto-snap - allows you to correct the position of the
bracket manually in all dimensions using control points.
Hint: Auto-snap is the function that automatically
ensures maximum contact of the bracket on the
tooth surface. If it doesnt perform properly
initially, disabling this function while manually
positioning the bracket and then enabling it again
can usually solve the issue.

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The Positioning table lists the tooth specific

positioning values:
The Prescribed column indicate the
manufacturers prescription for the chosen
bracket.
The FA position column shows the values
calculated from the FA point position. This
expresses the malocclusion of the patient using
the absolute reference plane
The Current column shows the actual values
returned from the bracket placement. The
different values for each column are defined
below:
Tip (also referred to as Angulation) - the
angulation of the long axis of tooth (or bracket)
to the reference plane in the mesial distal
direction.
Torque - with respect to the straight wire or
edgewise appliance, torque is the force system
created when a rectangular arch wire is
engaged in a bracket slot in torsion, and which
has the effect of changing the inclination of the
tooth in the in the buccolingual or faciolingual
direction.
In - Distance from the inner side of the bracket
slot to the tooth surface at the entrance of the
wire (mesial side).
Out - Distance from the outer side of bracket to
the tooth surface at the exit of the wire (distal
side).
Dis. incisal edge -Distance to the incisal edge
from the FA point or bracket base point.
Dis. ging. contour - Distance from the gingival
contour to the FA point or bracket base point.
Bracket point deviation - Distance from the
defined and locked FA point to the base point at
the center of the bracket in its actual position.
This is the reference of the positioning of the
bracket.
Locking brackets: once each bracket position has been reviewed, you can lock it individually,
or using the lock all option. The control points of the locked bracket(s) will turn green; this
indicates that they will be usable for bracket transfer once the project is validated.

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Hint: Use the model preview buttons and visibility sliders to control your bracket
placement from the occlusal side and by removing the gingival model.

4. Validate
At this stage you check all the settings for the brackets and validate their positioning with the
validation tools so the bracket transfers can be designed in the Bracket Transfer module of
Appliance Designer Validation allows for a reliable exchange and review process of indirect
bonding cases between locations (e.g. a clinic and a lab). Reviewing a validated case without
making any changes will keep the validation. Making any change a validated indirect bonding
project will require a new validation to be done for the project to be processed further.

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Click at the Validate button and Done at the bottom of the screen to finish the procedure.
It is possible to validate the brackets with the help of the 2D cross-section option. Control the
position of the brackets on the teeth as well as in relation to the antagonist.

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Click Show prescription table to view all the bracket placement prescriptions. This information
can be added to the report. Note that the tip (FA) and torque (FA) fields give you an indication
of the patients malocclusion in absolute terms with reference to the chosen reference plane
(typically occlusion plane).

Note: Validating the model set will save with the brackets positioned in the way you
did in the Ortho Analyzer ready for the transfer to the Appliance Designer.

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8 Appliance Designer

Appliance Designer 2015-1

User Manual
OS-AD-1.6.1.0-A-EN

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8.1 Appliance Designer Glossary

Warning: It is the responsibility of the Appliance manufacturer to ensure that the
design of the 3D appliance is suitable for Orthodontic purposes.

Part: a part is an individual element of an appliance; it consists of components and

features and will typically be manufactured individually. For example, one appliance can
be made of two separate parts: one for the upper jaw and one for the lower which will
be mounted together.
Component: a component is a building block for the appliance.

The main component types are:

Shell: wrap surface

with a fixed offset
distance.

Bar: a 3D model based

on a 2D profile, allows to
apply predefined
parameters and
geometries.

Combine models: adding or subtracting 2 models geometries

Remove undercuts: fills undercuts to simulate e.g. waxing on models
Load model: load any STL to use it as visual guide, or combine it with the appliance.
Model Hollowing: allows to hollow a 3D model in order to save material for rapid prototyping.
Create Bracket transfer master model: allows you to create a master model for either
thermoforming or continuous digital printing of directly printed trays. With this feature it is
possible to design brackets for printing.
Create Post Processing: this special step allows to ensure that some selected features (see
below) are being applied to a specific model in a modeling template
Features: indicate the specific design parameters applied to a component.
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Additional features, which can be applied to any active 3D model (i.e. not just to components)
are:

Additional Features:

Modify model: a sculpting toolkit to add, remove material, or smooth the models surface.
Attachments: allows to place an STL object from the library to the active 3D model.
ID tags: places a unique ID tag on the active 3d model to distinguish it.
Cut model: allows you to make a cut on your designed model.
Drill Compensation: ensures that the drill used in CNC milling manufacturing process is able
to access the sharpest areas of the designed part. It needs to be adjusted with relation to the
actual drilling tool which will be applied.
Workflows: sequence of components and features used to create an appliance or part.
Template: a template allows to reapply a given workflow to another patient model set. A
detailed modeling template is easy to create using the components and features presented
above.

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Warning: Please assure that the required material thickness and fitting properties
are applied, when creating the appliance model, according to the specific material
and manufacturing machine requirements you will use.

8.2 ApplianceDesigner User Interface

The user interface comprises of the following four sections as indicated on the image below:
1.
2.
3.
4.
5.

Main toolbar
Function panel
Session window
Visualization toolbar
Visualization sliders
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The following sections describe the main user interface components in detail.

8.2.1 Main Toolbar

The Main toolbar contains functionality relevant to managing the analysis and the processes of
design:
Option

Action
Patient model set - Loads previously created patient model sets from
the patient database.
Templates - manages the templates for the program.
Rebuild all components - allows to rebuild all the loaded
components.
Open models - Opens model(s) required for inspection and imports
them into the system.
Save session - Saves the current analysis session to default file.
Export models as... - Saves the current analysis session to the
selected file.

Once you have selected the Export models as... button, the Export models window appears,
displaying all the models and components:
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Select the path for the saved models and click OK.
It is possible to export spline marking as well to optimize the CAM manufacturing process:

237

It is possible to customize the general application settings. Go to Application->Preferences. The

Preferences window appears:
The Preferences window posses three
tabs.
In the Feature tree set the parameters
for the Features tab in the
ApplianceDesigner.
Language tab allows you to select the
language of the program from the dropdown menu.
Visualization tab offers a choice of
checkboxes to customize the view of the
model in the program.
Click OK to save the settings.

The Models button opens the list of options that duplicate the
functions in the Main toolbar

The View button allows you to customize the look of the

Components tab.

8.2.2 Visualization Toolbar

Finding the right point of view to work on a 3D model most effectively can be difficult and timeconsuming. ApplianceDesigner comes with a set of tools aimed at helping you find the most
advantageous visualization. The visualization tools are grouped in the Visualization toolbar
and allow to:

Rotate the 3D view to a preset angle: this allows you to view the models from the front,
back, top, bottom etc.
Set the position of objects on the screen for analytical inspection of the models in
relation to each other.
Set the visibility of objects visualizing a part of the virtual cast, which allows for a more
detailed inspection of particular objects on the virtual cast.
Set the objects transparency for the current operation to see or hide their internal
structure.
Switch to custom rotation and panning mode enabling rotation and free movement of
objects on the screen.

The buttons in the Visualization toolbar are presented in table below:

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Icon

Action
View The view buttons allow you to switch between a number of predefined
viewpoints:
Front view
Rear view
Right side view
Left side view
Top view
Bottom view
Zoom all Sets the model to the default view, size and position on the screen
leaving its current rotation angle intact.
Axis locked rotation Locks the rotation to the x, y or z axes.
Additional plane views - allows to view the models according to predefined planes.
Cross-section - Allows to create the 2D cross-section of the model at any stage of
the workflow (please find more information on Cross-section here).
Show undercuts - Marks the undercuts with the colors according to the set color
scheme
3D measurements - Allows you to perform measurements on the model (please find
more information on this feature here).
Articulator - simulates the movements of the model in the articulator (please find
more information on Articulator here).
Distance map - allows you to inspect the distance from the part of appliance to the
any selected model or from one jaw to another.
Thickness map - displays the thickness of the appliance.
Pan view When selected, right-click and drag to pan the view.
Zoom view When selected, right-click and drag to zoom in and out.
Show material and shadows Marks the cast segments with the corresponding
material colors and toggles on and off the function of shadow visualization.
Show scanner acquired texture - Shows the model texture rendered during
scanning.
Show wireframe Shows the triangulation of the virtual casts.
Show as transparent Changes the degree of transparency of the virtual casts.
Show perspective Transforms the model into a realistic 3D object, where the
distant objects appear smaller than the closer ones.

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Show material and shadows

Show wireframe

Show as transparent

Show perspective

8.2.3 Additional Plane Views

Click the Additional plane views button on the Visualization toolbar to open the option.
Select Planes configuration from the drop-down menu
Click the Add button on the Planes window to
create a new plane. Give a name to the new
plane, place three blue arrows on the model to
mark the plane area:

The plane is annotated with its name and turns

yellow when selected.
Click OK to save it.

It is possible to select now different views according to the

created plane.

Note: You can apply any custom planes created (and saved) in Ortho Analyzer in
Appliance Designer by choosing them from the list.

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8.3 Components Tab

Components are the main
building blocks used to create
an appliance part.
The main Components are: Shell, Bar, Combine models,
Remove undercuts, Bracket transfer master model and Load
model. The Components tab presents the section where it is
possible to operate with the appliances for the model.

8.3.1 Part
Parts are the main elements of an appliance. Using parts allows for more overview in
the design process and to create a file that will be exported individually. For example,
for an appliance that consists of a maxillary and mandibular element, two parts will
be created individually

Click the Create new part

part and click OK.

button, give a name to the

8.3.1.1 Shell
A Shell is a surface wrapped around the surface of the source model, which thickness and
offset distance are defined.
To create a Shell you need to proceed with the following steps:
1. Set the new component properties

In the newly created part section click the

button in the
Part section and select the Create shell option from the
drop-down list (see the image to the left).

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Indicate the Name of the shell.

Important: the
name of the
component
corresponds to the
name of the Output
model!
It is possible to select source
models on which the
component is to be built by
pressing the Click button. The
All available models window
pops up (see the image below).
If the Skippable workflow
component checkbox is
marked, this step can be
skipped in the workflow.

Note: Appliance Designer allows you to build any component on either the tooth
model, or on any other component created previously.
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Select the model from the list or

click Set empty to leave the
source model unidentified.
Fill in the Text that will be
displayed on the Shell icon to the
left. The last sign in the Name
section will be duplicated in the
Text section (see the image to the
left).
Apply color, if checked, allows
you to apply the selected color to
the image icon.
Customize the color of the model
click the colored square and select
the desired color from the palette.
To get back to the default color
click the Reset to default button.
Start now if checked allows you to be immediately taken to the Features tab for the selected
component.
Click OK to save the settings.

Alternatively, you can right-click at the

desired model and open the drop-down
menu duplicating the options in the Part
tab.

2. Define a shell on a model

a)

- Indicate the insertion direction

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It is possible to Reset the insertion direction to default (1) or Copy current insertion
direction to default (2). Click the Set insertion direction button to indicate your own
direction. The Show colors check box activates the Undercut depth color map. Click Next to
proceed.
b)

- Create shell

You need to indicate the area of the shell on the model. Create a spline that will define the
shell.
There are two ways to create a spline:

Draw the spline with the cursor like with a pencil.

Place individual control points of the spline by clicking with the cursor.

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Double-click the first control point on the

spline to close it. It is possible to edit the
spline by right-clicking at it and selecting
the appropriate options from the pop-up
menu.

From the Shell features, it is possible to set the parameters of the shell
in the Settings window:
Thickness edit box displays the thickness parameters of the shell.
Remove undercuts, if checked, removes all the undercuts visible from
the set insertion direction to ensure easy insertion of the shell on the
underlying model.

without Remove undercuts

with Remove undercuts

Retention amount - allows you to define a retention factor that will

compensate for the removed undercut, depending on the material to be
used for manufacturing. If it is 0 then all the undercuts are removed.
The larger the parameter,the more retention is provided for, in spite of
the undercut removal.
Use offset for inside surface - indicates the parameters of the offset
inside the shell. This feature can be used to accommodate friction issues
where the part cannot be seated due to high friction.
Offset - sets the amount of offset for the inner surface of the shell so
that it could be lifted from the source model.
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Use edges smoothing - allows you to select from the drop-down

menu the type of smoothing.
Reverse spline-selected part - reverses the splines placement that
the opposite area that originally selected will be shelled.
Selection spline - defines the selection spline from the drop-down
menu.
You can adjust the visualization of the shell by pulling the

slider.

It is possible to view the result before applying the changes by clicking the Preview
button.
Click Done to apply the changes.

8.3.1.2 Bar
A Bar is a 3D model based on a 2D profile that allows to apply predefined parameters and
geometries.
Note: To be able to use Bar component, you need to define some 2D profiles of bars
in the Ortho Control Panel (see the Ortho Control Panel section for more information).
To create a Bar you need follow the procedure:
1. Define the new component properties.
This step is identical to the one from the Shell setting.
2. Set a bar on the model

Set the insertion direction

The procedure here is similar to the one with the Shell.

Define spline

Click the Define spline

button to move to the next step or click Next.

1. Central spline tab

There are two ways of placing the spline:
3D spline on models

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Place the spline in the desired area by simply

clicking at the surface of the model.
Click Next to continue.

2D spline on models
This option allows you to control the height of the modeled bar by positioning on a 2D plane,
typically an occlusion plane.
To place the central spline in 2D mode
select the plane from the Plane dropdown menu (you have to create the
desired planes before this. For more
information see the Additional Plane
Views section).
Adjust the plane position in the Offset
edit box or use the dedicated control
points to rotate the tilt of the 2D plane.
Snap to grid aligns each control point
to the nearest grid line.
Symmetric spline allows you to place
control points of the spline
symmetrically. If a sagittal plane has
been defined, this will be used a
reference for symmetry. If there is no
sagittal plane, the mid-line of the grid is
used as a reference for symmetry.
Place the spline of the plane and click
Next. To redo the spline click Clear
spline. Otherwise, right-click the spline
to edit it.

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Note: It is possible to Undo/Redo the last action on any stage of a bar creation by
clicking at the corresponding buttons
2. Fixed-on-model spline
This option allows to create a secondary spline to limit the lower part of the bar in order to
define its lower geometry according to the patients dentition.
If you want to use the Fixed-on-model spline option, go to the corresponding tab and place the
spline before continuing to the Define Spline step.

When you are finished, click Next to move to the following step.

248

Bar designed with Central spline only

Bar designed with a central spline and a Fixed on model spline

249

Create Bar

Click the Create Bar

points:

button. The bar on the model if formed. Align it using the control

Important: the Bar should be created previously in the Control Panel (see the Ortho
Control Panel manual for more information).

Hold the right button of the mouse and pull the control point (becomes yellow when active) to
the desired position. Use red control points to rotate the bar segments round their axis. Green
points allow you to squeeze/stretch the bar. Blue control points move the bar up/down in
relation to the model surface. Purple control points stretch/shorten the general length of the
bar.
Double click at the blue control point cuts the bar at the control point for easy inspection (2).
To undo the cutting double click the control point once again (1):

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Click Adjust width to set automatically the bar width to that of the underlying model.
Select the type of the Bar ending from the drop-down menu (Flat or Wrap around).
In case you have selected the Fixed-on-model spline type, mark the Use fixed-on-model
checkbox. Fit bar surface to spline, if checked, automatically aligns the bar to the secondary
spline.
Press Shift to select all the control points.
Press Ctrl to select some points only.

Right-click the selected control point to open the

popup menu. With this option it is possible to move
all selected control points to a common plane.

Once you place a mouse over the

green segment a red control
point appears. Right-click the
point to open the pop-up menu.
The linear option creates straight
segments only and the control
points are positioned between
them.
The free form option resets all
the segment to their original
states.

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Note: It is possible to Undo/Redo the last action on any stage of a bar

creation by clicking at the corresponding buttons

Bar
creation
post
processing

Click the Bar creation postprocessing

button to finalize the process.

Move the control arrows to adjust its position:

Select one of the three options enlisted. And click Done to

finish.

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8.3.1.3 Combine Models

Combine models feature allows you adding or subtracting 2 models geometries.
To use this option follow the next steps:
1. Set the new component properties
This step has the same procedure as the one for the Shell setting (for more information see
the Shell chapter).
Important: the model you want to subtract from should be selected first from the
list of the models.
2. Combine the selected models

Use the Operations tab in the left bottom corner of the screen
to select the type of combination:

Combine - allows you to combine two models geometry into one new solid model

Bar before Combining

After Combine

Subtract - will carve one models geometry according to the other selected model.
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Bar before Subtracting

After Subtracting

Extra Combine - allows to combine two models while carving the underlying dentition
away automatically.

Shell and Bar before Extra Combine

Shell and Bar after Extra Combine

For higher-quality results, mark the Check and Repair models checkbox.
Click Preview to view the result of the process.
Click Done to save the changes.

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8.3.1.4 Remove Undercuts

Remove undercuts fills undercuts to simulate e.g. waxing on models. The output of this
process is a modified master model ready for further design.
To set the Remove undercuts option follow these steps:
1. Set the remove undercuts properties

In the newly created part section click the

button in the
Part section and select the Create "Remove undercuts"
option from the drop-down list (see the image to the left).

Indicate the Name of the new

component.
Important: The name
of the component
corresponds to the
name of the Output
model!

It is possible to select source

models on which the component is
to be built by pressing the Click
button. The All available models
window pop ups( see the image
below):

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Note: Appliance Designer allows you to build any component on either the tooth
model, or on any other component created previously.
Select the model from the list or
click Set empty to leave the source
model unidentified.
Fill in the Text that will be displayed
on the Remove undercuts icon to
the left. The last sign in the Name
section will be duplicated in the Text
section (see the image to the left).
Apply color, if checked, allows you
to apply the selected color to the
image
2. Remove undercuts

set the insertion direction

Once you get to the Features tab, you can customize the parameters for removing undercuts.
Show colors - indicates the areas on the model according to the Undercut depth color
scheme (3). You can observe the areas that will be removed on the model (2).
Reset to default - allows you to undo the adjustment of the insertion direction back to the
default one.
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remove undercuts

Indicate the Retention amount parameters in the appropriate

edit box. Use Block angle option to indicate at what angle the
changes are not applied to the model. Click the Preview button
to activate the Cut the model with plane. Adjust the position
of the cutting plane by dragging it and click the button.
It is possible to undo the cutting by clicking the Restore button.

257

wax trimming

Use the Wax knife settings (similar to the Sculpt tool) to perform a manual wax trimming of
the desired areas to create local retention on the master model:

258

Click Done to apply changes.

8.3.1.5 Model Hollowing

Model hollowing feature has the same procedure at the beginning as the Shell.
Once you get to the Model hollowing

step.

On this step, it is possible to adjust the Surface thickness of the appliance by indicating the
desired values in the edit box.
Marking the Add drain grid checkbox opens the drain grid and allows to adjust the Drain
Hole Size in order to create a grid at the bottom of the selected model.

259

260

8.3.1.6 Bracket Transfer Master Model

The Bracket transfer master model option allows you

to create a master model for either thermoforming
or continuous digital printing of directly printed
trays. With this feature it is possible to design
brackets for printing.
Watch also video:
How to create a bracket transfer media in Appliance
Designer
Follow this procedure:

After you have selected this option the New component properties form appears:

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Choose the source model and click OK

It is possible to create three types of Master model: with markers and containers.

Master model with markers

Markers are small hedges or fences on the tooth surface, which indicate where the real physical
bracket should be placed after the master model has been printed. This method still require
you to protect the delicate features of the brackets with silicone before thermoforming, but
doesnt have the same accuracy requirements for the printer as the container method.
1. Indicate the parameters for the markers:
Inner surface offset - indicates the parameters of the offset
from the inner surface. The values can vary due to the purpose
of extra or less friction. The values can be set in the measure
from -0.1 to 0.1 mm.
Wall width - indicates the wall width of the markers. The values
can be set in the measure from 0.5 to 1mm.
Wall height - indicates the height of the wall of the markers.
The values can be set in the measure from 0.5 to 1mm.

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Master model with markers

Master model with containers

Containers are a bracket representation that protects the delicate and overhanging features on
the brackets. That means you dont have to protect them with silicone drops before vacuum
pressing.
1. Adjust the settings for the brackets containers by indicating
the following parameters:
Inner surface offset - indicates the offset of the size of the
containers. The choice for the higher or lower parameters
depends on your desire to increase or avoid friction. The values
can be set in the measure from -0,1to 0,1 mm.
Block-out angle - indicates the difference between the walls of
a tooth and the walls of the brackets. Allows you to
accommodate friction issues. The values can be set in the
measure from -20 to 20 degrees
Retention amount - indicates the amount of material removed
perpendicular to the insertion direction of the bracket onto the
tooth. This creates a gripping effect from either the
thermoformed or directly printed tray created on the basis of the
master model. The values can be set in the measure from - 5 to
5 mm.
Prolongation length - allows you to extend the base of the
bracket into the tooth. This removes the cavities between the
bracket base representation and the tooth surface, which can
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create problems during printing of the master model. The values

can be set in the measure from 0 to 10mm.

Master model with containers

Click Done to create a master model with markers/containers.

2. Build a Shell on the Master model with containers by right-clicking the model and selecting
Create "Shell".
If you use a printer with short-term biocompatible materials, it is possible to design and print a
transfer tray on the basis of the master model with containers and hence skip the
thermoforming.
Indicate the insertion direction and position the spline:

264

Master model with containers and spline

Click Done to create a shell:

265

Master model with containers and a shell

3. (Optional) Based on the rigidity of the material, it is possible to make ridges in the design to
increase flexibility. In the Features tab click at
the list.

In the Sculpt toolkit select the Reduce thickness

and choose Modify model option from

tool.

Radius - indicates the radius of the spline on the

model.
Smooth edges after cut - if enabled, smooths the
edges of the cut line.
Spline closed - if checked, creates a closed spline

266

As a result we get a flexible model with the grooves:

267

4. In the Features tab click at

and choose Cut model option from the list:

268

Use the Spline cut settings for a more precise placement.

Spline type - allows you to choose the type of the
spline cut.
Fillet radius - the value of the radius of the spline cut
fillet.
Press the Play button to view the spline cut on the shell.

As the result you get separate models:

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8.3.1.6 Information Component

An information component allows you to give additional

design directions to the users in the template, which might not
be associated with a component.
One example of use would be open bite in the virtual
articulator placed at the start of a modeling process.
It is possible to create the Information section while working
with your appliance. Click
in the Part section and select
Create "Information" in the popup menu.

Add the necessary information in the Features tab in order to make sure that this step appears
in the template.

270

Option
Language to edit
Step name
Action

Function
Choose from the drop-down menu the language for this step.
Indicate the name for the information step.
Select from the drop down menu the action that will be automatically
performed on this Information step.

8.3.1.7 Post Processing

It is possible to create the Post processing step while working

with your appliance. Click
in the Part section and select
Create "Post Processing" in the popup menu.

Add the necessary feature in the Features tab in order to make sure that this step appears in
the template.

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8.3.1.8 Load Model

It is possible to load any STL model to the Components

section. Contrary to the Attachments , loaded models dont
need to be fixed on another 3D model. They get their own
view slider which allows to view them as design guides
without affecting the actual design process.
Click
in the Part section and select Load model in the
popup menu. The New component properties window is open
(see the settings for it in the Shell section).

In the Select source model section indicate the path a model is loaded from.

It is possible to observe the model preview.

After loading model it is possible to align it. Right-click it and

select the Add "Align model" option in the popup menu. The
Registration window appears:

272

Follow the instructions at the top of the Registration window.

The Reference model button opens the list of the available
models.
You can select the type of alignment:

Surface 1-point: Indicate single corresponding points

on each model for alignment and optionally select the
surface to align with the help of the Selection Tools.
Surface 3-point: Indicate three corresponding points
on each model for alignment and optionally select the
surface to align using the Selection Tools.
Direct 3-point: Indicate three corresponding points on
each model for alignment. This method does not use the
surface information.
Note: It is advisable to use the Dual view
visualization in order to access both models at the
same time. The selection of points can be done on
the reference model first and then on the
comparative model, or vice versa. Use the Reset
button to delete the reference points if needed.

Reference
model
2. Model
Selection
3.
tools
1.

The selection tools can be used in any order and combination. They include the following:
Icon

Function
273

Unselect all Unselects all selections

Reduce selection Reduces the selected area by
excluding the neighboring areas from the selection.
Extend selection Extends the selected area by
adding the neighboring areas to the current selection.
Invert selection Unselects the selected and selects
the unselected areas of the surface.
Undo last selection Makes one step back in the
selection operation
Paint selection Use the brush tool to "paint" the
model reference surface while keeping the left mouse
button pressed.
Click Preview to perform the changes but remain on the current step.
Click Done to apply the alignment and exit the current option.

8.4 Features Tab

The Features are the parameters of components as described
in this section. But there are also additional features that can
be applied to an existing component. It is automatically open if
you have marked the Start now checkbox while creating the
new component.
It is possible to use the Current workflow wizard operation buttons to customize your steps:
The Previous button allows you to undo the changes.
The Next button allows you to move to the next step.
The Done button finalizes the customization process.
The Add Feature button opens the drop down menu with additional features:
You can edit the features' properties of a Shell and Bar step in this tab by right-clicking the
appropriate section. The Step properties form popups. This will allow to hide some specific
component operations from your workflow. For example, if you use a global remove undercut
feature for your modeling process (see the Remove Undercuts section), you are able to remove
the similar feature from the bar or shell component.
Uncheck the options you don't want to use in this step and click OK:

274

Add "modify model"

The modify model is a sculpting toolbox that allows you to make local changes to
the selected component or models geometry.

This option adds the Modify model step to the selected component or model.
This is applicable, when you have created a certain appliance and need to trim it. The Sculpt
window is open:

The Wax knife

option allows you to add or
remove surface on the selected area. Click the
Add
button in the Wax knife settings
section to add some material to the scan. The
target area circle is marked red. Select the
Remove

button to delete extra material or

click the Smooth

button. The target area
circle is marked blue and green respectively.
Adjust the Radius and Level of the marking
circle by pulling the corresponding slide bars. It is
possible to use the already customized settings
from the list of six variants. Activate the desired
mode by clicking at its number in the list. To
change the setting for the mode set the
parameters in the Wax knife settings section and
click the Save
button. Mark the Show target
area checkbox to display the marking circle.

275

The Morphing
option allows to force in
and out the curve on the surface. You can set the
radius of the marking circle by pulling the Radius
slidebar.
Note: the green outline indicates that
the models edge will be affected by
the morphing process.

The Plane cut

option allows to cut the
selected parts of the appliance with the plane.
Draw the red line by holding the left button of the
mouse. The cut plane is created. The green arrow
indicates the cutting direction. You can move the
cutting plane by pulling the blue control point or
set the parameters in the Offset edit box. You
can select the already created plane by choosing
it from the Default planes drop-down list. It is
possible to adjust the size of the cutting plane by
marking the Local plane cut checkbox. Set the
parameters for Smooth radius in the appropriate
edit box. If marked the Show cut-off part shows
the section that was cut. To select another side of
the plane cut click Swap cut direction. Click
Clear to delete the plane cut.

The Spline cut

option allows to cut-off the
parts of the appliance using the splines. Mark the
desired area with the splines. It will be circled
with green line and the rest of the model will be
transparent. It is possible to Save parameters for
this option or Load the already existing on
another model. Select the Spline type. Set the
Fillet radius and Plane offset parameters in the
corresponding edit boxes. Use the Reverse
Direction button to change swap the selected
area. Mark Additional plane cut checkbox to
create the additional plane.

276

Use the Global transformations

option
to stretch/squeeze the appliance to the desired
length and height. Use the green and red control
point to move the appliance. Hold the left button
of the mouse and pull the control point in the
desired direction. You see the ruler to view the
numerical information on the movements you
perform. It is possible to rotate the appliance by
pulling the red control point. Click OK to apply the
changes.

You can Undo/Redo the operation by clicking the appropriate buttons. It is

possible to view the history of actions performed by clicking the black arrow by
each button.

It is possible to observe the changes you perform in colors. Activate

the Difference map by clicking the appropriate button. Open the
drop-down menu by clicking the black arrow to view the legend and
customize its view.
Customizing the features for a template
It is possible to customize the set of the options in this step by right-clicking it and adjusting its
properties in the corresponding popup form:

277

Set the step action that will automatically open on this step by selecting it from the Step action
drop-down menu.

Add "Attachments"

Attachments are 3D models that can be added to or subtracted from the surface of any
model, or simply used as visual guides for the output models or appliances.
Note: attachment should be added to an attachment group through the Ortho
Control Panel before they are available in the Appliance Designer.
Click on the desired area and place the attachment. Customize it using the red, green and blue
control points:
278

Rotates attachment
Changes the height of
4.
round its axis
attachment
Moves the attachment in
Changes the width
2.
5. relation to the surface of the
of attachment
appliance
Moves the
3. attachment back
and forward
1.

Visual model - an attachment setup as visual model will be displayed on the screen but will
have no impact on the underlying geometry, unless one of the two following options is chosen:

Additive models: when this option is chosen, the attachment geometry will be added
to the underlying models geometry (Boolean operation)

Subtractive models: when this option is chosen, the attachment geometry will be
subtracted from the underlying models geometry (Boolean operation)

OR

Note: Attachments properties can be edited in the Ortho Control Panel: it is for
example possible to lock the scaling parameters (i.e. 2 and 4 in the image above), so
the attachments geometry cannot be changed during the design process. This is
particularly useful when attachments are standard physical parts that will be mounted
in the designed appliance.
It is possible to select the Group, type of Attachment and Default orientation by choosing
them from the corresponding drop-down menu in the Attachment settings window.

279

Add "ID tag"

ID Tags allow you to add easy identification to any output model for easy sorting in
the manufacturing equipment.

Click at the desired area on the model. It is possible adjust the ID tag in the desired position
with the help of the blue and purple control points on the joystick:

Changes the angle of ID tag

position according the surface
Moves the ID. You can set
2. it along the surface of
appliance
Rotates the ID tag round its
3.
axis
1.

280

It is possible to add several ID tags by clicking the Add button

(1). Remove it by clicking the Delete ID tag button (2).
You can customize the look of the Id tag in the ID Tag
generation window. Type the ID Text and select the drop-down
menu (Detachable or Integrated). Indicate the Text Depth
and Font Height in the appropriate edit boxes (for Integrated
ID Tag type).
You can set the parameters for the ID tags in Ortho Control
Panel -> IDTag Settings (see chapter ID Tag Settings for more
details).
Place one control point in the desired area to indicate the
detachable ID tag and click OK to view the result:

Set Connectors count and Min. distance to Model in the corresponding edit boxes (for
Detachable ID Tag type).

281

Cut model - allows you to make a cut on your designed model. In the Features tab
click at

and choose Cut model option from the list:

282

Use the Spline cut settings for a more precise placement.

Spline type - allows you to choose the type of the
spline cut.
Fillet radius - the value of the radius of the spline cut
fillet.
Press the Play button to view the spline cut on the shell.

As the result you get separate models:

283

Drill Compensation - ensures that the drill used in CNC milling manufacturing
process is able to access the sharpest areas of the designed part. It needs to be
adjusted with relation to the actual drilling tool which will be applied.
Note: Drill compensation is only relevant for CNC milling and should be omitted or
skipped for any rapid prototyping manufacturing process.

284

Before drill compensation

After drill compensation

285

Option
Drill radius

Function
Indicates the radius at which the drill will be performed
(max. tool size is 1mm (maximum 0.6 radius))

Show area for

Marks the area which will be affected by the drill
drill
compensation.
compensation
Skip this feature Allows you to omit this step

Information step - the information step is used to create modeling templates and
allows to add design directions which might not be related with specific features or
components.

Once you select this option the Information step Properties form popups:

286

You can select the language from the drop-down menu and enter the name of the step.
Indicate the Step action by choosing the appropriate option from the drop-down menu. This will
automatically open the corresponding feature at this step. Click OK to proceed.
Now you need to choose the positioning of the information step by marking the ratio button:

Click OK to create the step. Just like for the other features, it is easy to add some Hint text or
images to an Information step. Right-click it to add hint text or image:

287

Note: Hint texts and Images can be added to any selected feature in order to give
more details re. how to apply the feature for a modeling template (e.g. size of tools,
position of control points etc.)
It is possible to add hint texts and images to the of all the available features.
Simply right-click on a chosen feature and choose the Hint Text and Image option. Choose the
right language. Type in the text in the dedicated window. And use the + button (1) to browse
to the desired picture. You can easily remove the image (2) and substitute it with another one.

It is possible to observe the relation between the two jaws by using the color scheme. Select
both jaws and right-click the model. Select the Thickness map

button:

288

Click OK to save the changes.

8.5 Workflows
The Workflow wizard section presents the list of actions performed to create the selected
part.

289

It is possible to navigate through the appliance design steps on the certain model by simply
clicking at the modeling workflow buttons at the top of the screen (see the image above).
The workflow for these appliances will be displayed to the left.
It is possible to work with the templates in the Workflows section.
In order to open a modelling template for a given appliance go to Open patient case form,

create a new appliance

. The New Appliance form appears:

290

In the Template name section open the drop-down menu and choose the template from the
list.
In order to create a template, perform the necessary steps. It is possible to customize the step
properties on a Shell, Bar and Sculpt step. Right-click the Create shell/bar workflow step in
the Features tab->Set step properties. The popup form appears:

291

Unmark the options you want to skip on the relevant steps and click OK.

Once you have created a template click the Templates button

in the main toolbar. The
Templates form popups. Choose Save current... option to save the created template. In order
to Export it click the Export button.

292

9 Ortho Control Panel

Ortho Control Panel 2015-1

User Manual

OS-OCP-1.6.1.0-A-EN

9.1 The Ortho Control Panel User Interface

Ortho Control Panel employs a Microsoft Windows -based graphical user interface that allows
you to view the settings modifications on screen while they are being made.

293

Ortho Control Panel is started by double-clicking the Ortho Control Panel desktop icon
or
via the Windows Start menu: Start All Programs 3Shape 3Shape Ortho Control Panel.
When the application is started, there appears a main window of the program displayed on the
image below. It consists of:

Control
toolbar
Main
2.
window
1.

A detailed description of the toolbars is provided in sections below.

9.1.1 Control Toolbar

The Control toolbar contains four basic control functions:
Displays the home
page.
Brings you back to
the previous step.
Saves the current
changes in the
settings.

294

Opens the user

manual.

9.2 Executing the Program

3Shape Ortho Control Panel is started by double-clicking the Ortho Control Panel desktop icon
or via the Windows Start menu: Start All Programs 3Shape 3Shape Ortho Control
Panel. When the application is started, there appears the screen described and illustrated in the
previous chapter The Ortho Control Panel User Interface.
At this stage, there are options available for you as a starting point:

System settings
Workflow settings
Administrative settings
Construction elements
Custom report configuration
Standard analysis
Custom analysis

To continue, press the icons in the Main window:

Note: For any change to the Ortho Control Panel to take effect, it needs to be saved
in the Ortho Control Panel and the relevant application (i.e. ApplianceDesigner,
ScanItOrthodontics, ScanItOrthoImpression or OrthoAnalyzer) has to be restarted.

9.2.1 System Settings

As soon as you click the System Settings icon, the main
window opens up displaying six tabs with different system
settings available for editing. You will have to scroll down to
view all of them:

OrthoAnalyzer
ApplianceDesigner
ScanItOrthodontics
295

ScanItOrthoImpression
Data folder
Export
Miscellaneous
Dongle license server

The Tasks menu displays the three main tasks currently available for completion:

Set
Set
Set
Set

OrthoAnalyzer path
ScanItOrthodontics path
ScanItOrthoImpression path
ApplianceDesigner path

Follow the hints provided in the following chapters to complete these tasks.

9.2.1.1 OrthoAnalyzer
View the OrthoAnalyzer tab of the System Settings window identifying the path for the
OrthoAnalyzer application in it (see image below).
Click Set OrthoAnalyzer path on the Tasks menu or click the Browse button to identify the
path. Set the OrthoAnalyzer path in the Browse for folder window that appeared. The default
path would be C:\Program Files\3Shape\OrthoAnalyzer.

Ortho Analyzer settings

In this section you can make the following application settings:

Option
Ortho Analyzer
folder
Standard view
Jaw state
Cases compare
auto-alignment
Use 2D tooth
length

Function
The path to the folder, where Ortho Analyzer is installed. Use Browse to
change it.
Allows you to select from the drop-down menu the default position of the
model during the modelling process.
Sets the default position of the jaw.
Allows the Model set compare function in Ortho Analyzer to
automatically run an alignment algorithm on the two models when
starting the function.
If checked, uses the traditional two-dimensional measuring system, which
would enable measuring dental distances using the user point-of-view as a
measuring plane (1).
296

Use auto save

If checked, allows you to set the frequency with which the model will be
during modelling saved automatically during the workflow.
(1)

The method for placing the 2D (38.00) length Illustration of the differences between the 2D
looks identical to that of the 3D length (51.33)
(38.00) and the 3D (51.33) lengths
(2) The formats available for saving your models are:
Format

Option

STL

Standard open format.

3Shape compressed format. Gives smaller files, but not supported
DCM
by external software.
Only the raw scan points are saved. However, the points will still be
PTS
processed (temporarily) in order to allow alignment.
PTS Cyra Special point cloud format (for very special cases only).
Is an alternative format for saving models. It is primarily used for
VRML
saving face scan models in 3Shape software.

9.2.1.2 ApplianceDesigner
View the ApplianceDesigner tab of the System Settings window identifying the path for the
ScanItOrthodontics application in it (see image below).
Click Set ApplianceDesigner path on the Tasks menu or click the Browse button to identify
the path. Set the Appliance Designer path in the Browse for folder window that appeared. The
default path would be C:\Program Files\3Shape\ ApplianceDesigner

297

Appliance Designer settings

Option
Function
Appliance Designer The path to the folder, where Appliance Designer is installed. Use
folder
Browse to change it.
Allows you to select from the drop-down menu the default position of
Standard view
the model during the modelling process.
Save format
Allows you to select the format in which the model will be saved.
Use auto save
If checked, allows you to set the frequency with which the model will be
during modelling
saved automatically during the workflow.
For more information on Save format option see the chapter about OrthoAnalyzer.

9.2.1.3 ScanItOrthodontics
View the ScanItOrthodontics tab of the System Settings window identifying the path for the
ScanIt Orthodontics application in it (see image below).
Click Set ScanItOrthodontics path on the Tasks menu or click the Browse button to
identify the path. Set the ScanItOrthodontics path in the Browse for folder window that
appeared. The default path would be C:\Program Files\3Shape\ SIOrthodontics.

ScanIt Orthodontics settings

Option
Function
Save raw scan
Saves the intermediate results as raw (point cloud) data. This allows you
data
to get back to the scanning process without having the scan.
Cut and close base Cuts the base and align its contours automatically.
298

Reduce file size to

Transform
maxillary

Define the extent of decimation (%) to visualize the scan decimation

along the way.
Transforms the upper model if only the maxillary model is scanned.
Sets the format in which the model will be saved (see the chapter
OrthoAnalyzer for details).

Save format

9.2.1.4 ScanIt Ortho Impression

View the ScanItOrthoImpression tab of the System Settings window identifying the path for
the ScanIt Ortho Impression application in it (see image below).
Click Set ScanItOrthoImpression path on the Tasks menu or click the Browse button to
identify the path. Set the ScanItOrthoImpression path in the Browse for folder window that
appeared. The default path would be C:\Program Files\3Shape\ ScanItOrthoImpression beta\

ScanIt Ortho Impression settings

Option
Save raw scan
data
Reduce file size
to
Save format

Function
Saves the intermediate results as raw (point cloud) data. This allows you to
get back to the scanning process without having the scan.
Defines the extent of decimation (%) to visualize the scan decimation along
the way.
Allows to select the format for the scan (see chapter OrthoAnalyzer for
details).

9.2.1.5 Database
View the Data folder tab of the System Settings window identifying the path for the OrthoData
in it. The OrthoData folder contains the input files for the 3Shape Ortho-applications.
Click the Browse button and set the OrthoData path in the Browse for folder window that
appeared. The default path would be C:\Program Files\3Shape\OrthoData.

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Database settings

Option
Microsoft SQL
Server location
SQL Server Named
Instance
User
Data folder

Function
Indicates the PC with the SQL server. You can change to another PC
by clicking Modify or Browse.
Indicates the named instance of the SQL server on the PC. There
can be more than one SQL server named instances on one PC.
Indicates default user of the system (1).
Indicates the path to the data folder.

(1) You can set the new password for a user and the SQL Server Named Instance information
by clicking the Modify button:

Modifying additional parameters

It is possible to add some customized parameters to the Patient info, Model set info and add
list of Clinics in the following sections:

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Setting parameters for Patient and Model set info and Clinics

Click the Add button to fill in customized information in the corresponding fields:

After adding a new item click the Default values button (1) to customize its parameters. The
Default values form popups. Click Add (2) to indicate the values (3). Click OK to save them.
Mark the Automatic patient-ID checkbox to automatically generate the IDs:
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Choose the number of characteristics by clicking at the arrows

option to the right.

in the characteristics

The Define template for ModelSet-ID generation section allows to edit the settings for the
models templates:

9.2.1.6 Export Settings

The Export section allows you to make changes the settings for the Export option in the Ortho
System Appliance Designer and Ortho Analyzer files destination, unique file names etc. It is
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recommended to use this feature for all import and export of model sets, rather than copying
the files from the Windows Explorer.
Set up parameters in Ortho Control Panel first by going to Control Panel > System Settings >
Export.
Note: These parameters will apply to 3D models created via the Export Model As
options in the Ortho Analyzer and Appliance Designer software, but also to the
Export features in the Ortho System Patient Browser (refer to chapter Exporting for
more details).

Export section in Control Panel

Option

Function
If checked enables exporting files to Model Set folder.
This will apply all available Export options: Export to File,
Use ModelSet folder for export
Export TRIOS Models without patched areas, Export to
CAMbridge, Export to ABO.
If checked allows you to set the path to the default
Use default export folder
export folder (by clicking Browse).
If checked allows to give the exported models unique
names such as Patient and Model Set ID when exporting
Use qualified names when
models. If this is unchecked, the model sets will have
exporting models
standard names such as Maxillary.XXX and
Mandibular.XXX
Export of TRIOS models with
If checked, enables exporting of TRIOS models with
patched areas into single archive patched areas into single archive.
Export format
Allows you to select the format for the exported file.
Note: To export Study models as STL, please make sure that you have an active
license of the STL Study Model Builder. To export Planning models as STL, please
make sure that you have an active license of the STL Planning Model Builder.

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9.2.1.7 Miscellaneous
This section allows you to set the additional parameters for the system.

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Miscellaneous settings

Option

Function
Allows you to set the language for the program (e.g. English,
Language
French, etc.).
Indicates the Tooth index system that will be used in the
Tooth index system
applications (1).
Background type
Indicates the default color of the background.
Basic model color
Sets the basic color for the model in the applications.
Shader material
Allows you to select the material for shader.
Defines the mode for the virtual texture visualization of the teeth
Shader material for teeth
(2).
Indicates the mode for the virtual texture visualization of the
Shader material for tissue
tissue.

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List patients by name

Allow patient and case
info editing
Allow patient and case
deleting
Allow multiple patients
and cases deleting
Allow to export raw scan
data

If checked, lists the patients by name, otherwise, they are sorted

by ID.
If checked, allows editing of patient information and case
information.
If marked, allows deleting of patient and case.
Allows deleting of multiple patients and cases.
Allows exporting raw scan data.

When checked, OrthoAnalyzer automatically displays the list of

Automatic patients search
patients when entering the Open patient form (so you dont have
when opening form
to press Search).
Default unprepared model Allows you to select the default action at double-clicking the
set double click action
unprepared model ( open or prepare model set).
Large previews
If selected, displays large previews in the applications.
Previews and screenshots
Allows you to set the format of the previews and screenshots.
format
Enable high resolution
If checked, enables high resolution models preview generator.
models preview generator
High resolution preview
Becomes active if the high resolution preview generator option is
size
enabled. You can set the parameters for the size of preview.
Save signed copies of
If checked saves the signed copies of scanned models.
scanned models
Allow updating patient
If checked, it is possible to update the patient info from
info from command line
command line.
Force generating
If checked, generates previews of the imported models.
previews on import
(1) Select the appropriate Tooth index system out of the four possible options: Universal
Numeric Notation, FDI Notation, Haderup Notation and Palmer Notation.
Universal Numeric Notation:

FDI Notation:

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Haderup Notation (mostly used in Scandinavian and Eastern Europe countries):

Palmer Notation:

In the Ortho System, the mouths quadrants are identified using the following convention:

UR for Upper Right

UL for Upper Left
LR for Lower Right
LL for Lower Left

Thus, the Upper Right Central Incisor is called UR1 according to the Palmer notation.
Check the Use 2D tooth length checkbox to employ the traditional two-dimensional
measuring system, which would enable measuring dental distances using the user point-ofview as a measuring plane.

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The method for placing the 2D (38.00) length looks identical to that of the 3D length (51.33)

Illustration of the differences between the 2D (38.00) and the 3D (51.33) lengths

(2) Select the appropriate Shader material which would define the mode for the virtual
texture visualization of the models:

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Gypsum

ModelBackface

ModelBackface2

Not specified*

*If you prefer to leave the shader material as Not specified, then the system will
automatically display the Choose button that you can click to get the color map and select the
shader (color) of your own choice for the models.

9.2.1.8 Dongle Licence Server

Click the Browse button and specify the dongle license sever, selecting it in your network
places.
To set your current PC as the dongle license server for the 3Shape Ortho applications, click
This PC.
Specify the number of the Dongle license server port and click Test connection.

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9.2.2 Administrative Settings

Administrative settings section allows you to set
administrative services like:
Dongle Service
Communication
Sites

9.2.2.1 Dongle Service

As soon as you click the Administrative settings icon,

the main window opens up displaying the Dongle
update option (see image below). Click on it to start
updating your dongle.
After you have clicked the Dongle Service tab, the main window opens up allowing you to
update the dongle in two ways (see the image below):

Via internet (by clicking the Internet update button).

Manually (by clicking the Manual update button). In this case the Manual update
window will pop up asking you for the update code provided by 3Shape.

Click the Refresh button to update the following information:

Dongle number The unique number of your dongle.

Number of updates The number of updates performed so far.
Applications enabled The applications available on your dongle.
In order to update dongles via internet, click on the Connection setup button in the Tasks
menu. The image below illustrates the window that appears on the screen.
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The Server URL field must contain the address pointing at the 3Shape dongle server. If you
are behind the proxy server, enter the appropriate settings in the Proxy settings section.
Click Test connection button to verify whether the connection was successful.

9.2.2.2 Communication

The Communication section allows you to make settings for

the Trios connection. Please check the TRIOS Ortho System
integration guide for more details re. the configuration of the
TRIOS for export to Ortho System installations.

TRIOS

Mark Enable checkbox to activate the Trios Direct Connection Folder section. If you need to
change the path simply click Browse and choose the folder.

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Click Ok and the changes will be saved.

#Shape Communicate

To activate the Communicate connection, mark the Enable checkbox. Enter the User e-mail
and password for your Communicate account. It is possible to configure the Communicate
folder path by unfolding the Advanced section and clicking Browse and setting the new path.
Note: 3Shape Communicate Inbox must be enabled on the active dongle in order to
be able to exchange files using this method. Please contact your reseller if needed.

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Configuring Communicate connection

Click Ok to finish the procedure. The information popup will appear. Click OK:

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9.2.2.3 Sites

The Sites section allows you to customize interactions

between Ortho System and labs, manufacturers or clinics.
Using this section will ease transferring orders process from
the current site to the central manufacturing site.

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Edit site section

9.2.3 Workflows Settings

As soon as you click the Workflow settings icon, the main
window opens up offering you to edit the workflow steps
(see the image below).
The application allows you to setup a number of customized workflow wizards with predefined
operational steps in OrthoAnalyzer. This cleans up the software interface and organizes steps
and operations for your own use.

315

In the Workflow settings you can use and edit the pre-made wizards or add your new
wizards.

Adding a new wizard

When creating a new wizard, click the Add button
to add the wizard ID in the appeared Selection of
ID window.
Once the new wizard is added it appears in the
Workflow list on the left. Inactive wizards can be
hidden from the list by selecting the required
wizard and ticking the Hide inactive items
checkbox. All available steps of a wizard are show
under All steps listing while the wizard remains
selected.
Select the required steps for the created wizard
and transfer them to the Current workflow
steps list on the right with the

button.

Use the
button to remove the selected
steps from the Current workflow steps list if
needed.

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The customized workflow wizard name can be

edited by selecting it from the Workflow list and
clicking the Change ID button.
You can specify color of the selected wizard by
clicking the Workflow color cube and selecting
the desired color from the available palette.

Other operations

With the other operations you can Copy, Delete, Move up and Move down the selected
wizards. The deleted wizards are kept in the Recycle bin. You can either restore them or
empty the Recycle bin.
The Export and Import buttons allow you to easily export or import your wizard settings
to/from a *.3ml file.

Preparation

VirtualSetup

Analyzer

The supplied Ortho software installs 3 pre-made

customized workflow wizards by default as
examples. As shown in the table to the left, the
wizards are represented by the hat icons of
varying color and are located in the Main toolbar
of OrthoAnalyzer.

Only the sequence of steps defined for the wizard in the Ortho Control Panel appears in the
OrthoAnalyzer interface on the wizard icon selection. The following image shows the
operational steps of the default Preparation wizard in the Ortho Control Panel and
OrthoAnalyzer interfaces.

9.3 Construction Elements

The Construction elements section
contains the templates and settings for
the
Template base models
Bars
Attachments
Teeth Movement Constraints
ID Tag Settings
Click at the appropriate icons will take
to these sections.

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9.3.1 Template Base Models

Template base model Enlists entries for the template base models.
Manipulation field (Add/Copy/Delete/Move up/Move down) - enlists the actions you may
apply to the template base models.
Recycle bin - Navigates the deletion and restoration process regarding the template base
models entries.
Details - Show the quantity of all the template base models (total) and the only active ones
(active).

Template base
4. Details
models library
Edit template
Manipulation
2.
5. base model
field
section
Template base
3. Recycle bin
6.
model
1.

1. Template base models library Enlists entries for the template base models.
2. Manipulation field (Add/Copy/Delete/Move up/Move down) - enlists the actions you
may apply to the template base models.
3. Recycle bin - Navigates the deletion and restoration process regarding the template base
models entries.

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4. Details section - Shows the quantity of all the template base models (total) and the only
active ones (active).
To add a new template base model, click
Add. The Selection of ID box appears, asking you
to insert a valid unique ID for the new template base model, which can involve any
alphanumeric combination, except for the ones already present in the list.
5. As soon as ID is specified, the main window transfers to the Edit Template Base Model (see
image above).

The system automatically identifies the model ID with its name. Click the Change ID button
to change the ID specified before.
The upper-base 1model is marked as Active, together with 11 other items on the list, which is
reflected in the Details tab.
6. The path for the current base model
entry is not specified at first. To specify it,
move the cursor to the Template Base
Model <Not specified field> (the white
box will circle it to make it active) and
click the field. The Open window will
appear asking for the file name for the
base.
The default path for the base templates is specified opposite to the schematic image of the
model selected (see image above). The templates are located in the Base models folder in the
3Shape OrthoAnalyzer library.
As soon as one of the templates is specified (in our case, the upper model), go on to add the
second template for the virtual cast, if necessary. Start with the

Add operation, as before.

Note that the template base

models are shown in different
colors for you to associate between
the upper and the lower basses
easily.
Select the Hide inactive items checkbox to see only the active templates in the template base
list.
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To copy a template base model, select the model to be copied and click
To delete a template base model, select it and click

Copy.

Delete.

To move a template base model up in the list, select it and click

To move a template base model down in the list, select it and click

Move up.
Move down.

Follow the scheme below to navigate the various options in the Recycle bin:

9.3.2 Bars
Bars are 3D construction components based on a predefined 2D profiles which can be
used to create appliances in Appliance Designer. Follow the instructions to arrange
settings for bars.

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1. Create a bar

Bar settings

Click the
Add button and enter the ID of the item. The Edit Bars section is activated. It is
possible to change the ID of the created item and the Name ( for more information see the
section Template Base models).
2. Customize the item settings
Select the Bar shape type from the drop-down menu:

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Each type has specific further settings. For instance, Custom type allows to edit the
parameters of the Shape spline coordinates manually.
Click at the coordinates and type the desired numbers. In either case you can
scroll the wheel on your mouse to change the parameters.
Customize the scale of the spline in the Scale editbox. It is possible to observe the results of
editing on the grid in the Shape spline image section.

It is possible to create a spline of any shape you like.

Add extra points by double-clicking at the grid. You
can move the red point to any position you like by
holding the left button of the mouse. Right-click the
point to open the popup menu and remove a point.
Select Interactive control point to be able to
operate with the selected point in the Appliance
Designer.

Snap to grid - allows to fixate the points on the grid.

Mark the Symmetric shape checkbox to keep the spline automatically symmetric.
Customize the look of the spline grid by setting the parameters in the Shape spline image
grid spacing editbox.

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Select the Ending type from the drop-down menu:

Flat - creates flat ends on the bar

Wrap Around - creates rounded ends with the shape wrapped around the vertical axis.

Optional degrees of freedom section - enables the indicated bar transformations in

ApplianceDesigner during editing.
Save your settings by clicking the Save

button in the Main menu.

9.3.3 Attachment Settings

Attachments section allows you to set the parameters for the attachments in
OrthoAnalyzer. Click the corresponding icon on the Home page to open the
Attachments page.

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1. Create an attachment

Attachment settings

Click the
Add button to create an attachment. Enter the ID of the item and click OK in the
popup window. Now you can set the parameters for the new item. Choose the type of
attachment from the following options:
Visual model - an attachment setup as visual model will be displayed on the screen but will
have no impact on the underlying geometry, unless one of the two following options is chosen:

Additive models: when this option is chosen, the attachment geometry will be added
to the underlying models geometry (Boolean operation)

Subtractive models: when this option is chosen, the attachment geometry will be
subtracted from the underlying models geometry (Boolean operation)

OR

2 . Customize the attachment settings

It is possible to change the ID and Name of the item (for more information see the section
Template base models).
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Indicate the path of the model in the Attachment visual model path, Attachment additive
model path and Attachment subtractive model path that will be displayed together with
the preview of the attachment. Once you click at the desired section the Open window appears,
where you select the CAD file (.stl, .dcm, .wrl).
Select the Default orientation of the attachment from the drop-down menu:

Mark the Tilt checkbox to set the parameters for the inclination of the attachment axis in the
Max tilt editbox.
Translate from surface option, if checked, allows to set the Max distance of the attachment
movements in the corresponding editbox.
Mark Rotation around axis checkbox to perform rotation of the attachment around its axis.
The Scale in x (y, z) direction checkbox, if checked, allows stretching of the attachment
along the corresponding axis.
Note: All attachments need to be part of
a Group to be available in OrthoAnalyzer
or Appliance Designer.
To make attachments available in the OrthoAnalyzer or Appliance Designer applications, it is
necessary to include them in Attachment Groups. Click the
group:

Add button to create a new

Type the name of the new group and click OK. The new group window can be filled with the
attachments. To add the attachment to the group select it with a single click from the
Attachment tab and click the

Add current attachment button.

9.3.4 Teeth Movement Constraints

The Teeth Movement Constraints option allows you to set the
parameters for the teeth movements you perform in
OrthoAnalyzer. Constraints can be associated with biomechanical
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values for given tooth groups, or for example to specific

appliances or treatment methods.
The settings for the Teeth Movement Constraints tab are the same as in the Bars and
Attachments section.

It is possible to set the parameters for the group of teeth. Follow

the instructions in the right column and use the appropriate
buttons to Create a new group, Select a group, Change a
group. Mark Use symmetry checkbox to select opposing group
of teeth. The teeth will be highlighted by different colors. After
selecting the group you can set the parameters of the movement
constraints for the whole group.

Double click the numbers in the

Teeth Movements Constraints
table to edit the parameters for each
type of movement of every tooth.

9.3.5 ID Tag Settings

The ID Tag Settings section allows you to set the
parameters for the ID tags that can be placed on 3D
models in Appliance Designer.
An ID tag can either be:
positive

negative

integrated
in the
models
surface

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or it can be
detachable

1. Create a new ID tag

Use the Add
button to create the new ID tag. You can change its ID and Name in the Edit
ID Tag Settings section.
Indicate the Text that will appear on the ID tag.
2. Set the parameters for each type of ID tag
Indicate the Font Depth and Font Height of the Integrated or Detachable types of ID tags in
the corresponding edit boxes.

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9.4 Custom Report Configuration

The Custom report configuration section contains two
subsections:
Report types: defines the content of the report,
chosen from a list of features and analysis items
Report templates: defines which framework is
used to display the elements chosen under the
type.
Click at any subsection to open it.

9.4.1 Report Types

Select the Report types tab to create/edit the type for your customized report:

Report settings

1. Select the type of the report

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Choose the type of the report from the Primitives-Report type tab to the left. It is possible to
Change the ID and the Name of the report type (for more information see the chapter
Template Base Models).
In either case you can create your own type by clicking the

Add button.

2. Customize your report

Select the Default template from the drop down menu (the templates are created in the
Report templates tab descried in the Report templates section). Choose the items that are to
be in the report from the tree by marking the checkboxes with the mouse. Scroll down to view
the entire tree.
Note: choose the Model Image option from the list for each view in order to
show the study models.

9.4.2 Report Templates

You can create a report template in the Report templates section. Click the appropriate icon
in the Custom report configuration section to open the following window:

Report templates settings

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Click the Browse button to select the path to the report template from the Browse for Files or
Folders window that appears on the screen.
Other sections and options of the window are described in details in chapter Construction
Elements.

9.5 Analysis set up

The Analysis set up tab deals with the setup of the
following standard analysis tables which are used as
references in some analysis workflows:

Standard tooth width tables

Standard Moyers tables
Standard Bolton tables

Click on any of the icons to begin editing. The image

below illustrates the editing of the Standard Bolton
tables. The Standard tooth width tables and the
Standard Moyers tables are edited in the same
way.

330

Edit Bolton table window

To edit the data in the table, left-click on the cell and insert the necessary
numbers. You can also scroll the mouse wheel to move from cell to cell.
Other sections and options of the window are described in details in the chapter Template Base
Models.

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9.6 Custom Analysis

The Custom Report configuration tab presents the

tools required to fully customize analyses,
questionnaires, and reports.

9.6.1 Custom Objects and Primitives

Custom objects and Primitives
For your customized analyses and report you can setup Landmarks,
Lines, Angles, Planes, Distances and Custom splines. Click on
any of the colored icons to open an editing window. The image below
illustrates the editing of lines.
You can add a line by clicking the Add button and give a name to you
new line. Name your line as desired and select two landmarks (or
points) for it (Landmark 0 and Landmark 1).
Select the Use 2D projection checkbox to use a projection plane on
which to take measures, rather than directly on the 3d model. You
can select the type of plane in the Projection plane drop-down
menu.
Other sections and options of the window are described in details in
chapter Construction Elements.
The editing of Landmarks, Angles, Planes, Distances and Custom
splines follows the same principal.
When editing Distances, keep in mind that there is a point-to line
distance and a point-to-plane distance that you can choose from the
drop-down menu.
Primitives
The following illustration shows the primitives, i.e. the conceptual relationships between the
defined objects:
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The dependencies between the primitives are summarized in the following picture:

Y means X depends on Y

333

Example: Korkhaus-Schwartz Analysis: a custom

analysis has been created in your installed system and
we will use it as a working example of the concepts
applied to the custom objects and analyses (image to
the left).

Landmarks, Angles, Distances and Custom splines sections have almost the same settings
as

planes:

334

Operation
buttons
2. List of planes
3. Recycle Bin
1.

1. Customize the available planes

Click Add to create the new plane and enter the ID for it:

Otherwise, click Copy to duplicate the existing plane. It is possible to give a new name to the
copy.
Select To Recycle bin to delete the plane from the list.
2. Edit the List of planes

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Double click the Name or ID of the plane to edit the appropriate field. Double click the
Landmark 1(2,3) section to select the landmark type from the drop-down menu (see the
image above).
3. Work in the Recycle bin
After clicking the

button you open the list of the items in the Recycle bin.

It is possible to select to
Empty the Recycle bin.

the particular item or to

. Otherwise Delete it or

Click
to exit the Recycle bin.
All the options are available in the pop-up menu after right-clicking the list.

9.6.2 Lookup Tables

To create a reference lookup table for your analysis workflow, go to the
Lookup Tables tab to open an editing window (see the image below).

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A Lookup Table with 5 columns and 19 rows was defined with values from the following
website: http://www.johnsdental.com/articles/ortho/Scwzkork1.htm
To create a new table, click the
Add button and name your table as desired (e.g. SchwarzKorkhaus). Enter the necessary amount of columns and rows in the corresponding fields,
choose the amount of columns and click Apply. After the table has been created, you can
modify it by left-clicking on the columns and entering the respective values.
Other sections and options of the window are described in details in chapter Construction
Elements.

9.6.3 Collections
In the Collections tab you can create a group of different primitives
landmarks, lines, angles, planes, distances, splines and object values, which
will typically correspond to the full analysis protocol you want to create.
The following image illustrates collections and how Primitives can be applied to separate
Collections:

Click the corresponding button in the Custom analysis section on Home page to open the
Collections tab:

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To customize the collections follow the steps described below.

Step 1: Create a collection
To create a collection, click the
Add button and name your collection as desired. Select
different elements from the drop down menus and click
to add them to your collection.
Click
to delete an element from the collection. You can Export and Import the
collection with the help of the corresponding buttons (see the image above).
It is possible to edit the ID and Name of the selected collection ( for more information see the
section Template base models).
Step 2: Customize the collection
You can observe the elements forming the selected collection in the Collection objects tab. It
is possible to fold/unfold the groups by clicking the triangle in front of the name of the group.
Use the operation buttons to the right to customize the collection or right click the selected
object in the collection elements tree.

338

Click the
button to add a new
element to the collection.
This will open the Create
new item window. Select
the New item type and
fill the settings for each
type in the right part of
the window.
Each item has its specific
properties. The general
settings will be the ID
and Name of the object (
as in the Landmark
settings).
Click OK to save the
settings.

Line

It is possible to set the

Landmark1 and 2 from
the drop-down menu for
the new line from the
existing ones. Click the
New button to create the
new landmark. The
Create new item window
for landmark appears
(see the previous image).
You can set the
Projection plane for the
line you create.

Angle

and Plane

Have the same settings as the Line but for the Projection plane.

Distance

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Set the properties for the

Landmark and Line as in
the appropriate sections.

Custom splines
Have the same list of settings the Line but for the Landmarks.

It is possible to add new element to the

collection by clicking the Add existing button.
The Info window appears with the list of the
elements available. Select the element from the
collection tree by single click or holding the Ctrl
button for multiple choice. Click OK to add the
items to the list.

The Korkhaus Schwartz analysis Collection thus includes the following Primitives:

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A set of 7 landmarks set by the user on the specific teeth (e.g. Korkhaus_UR4, Korkhaus_U1_1...)

4 lines: Korkhaus B, defined Korkhaus_U4_4, joining the landmarks Korkhaus_UR4 and

Korkhaus_UL4 etc.; and 1 Distance: Korkhaus_D, which joins the Korkhaus_B line and the
landmark Korkhaus_U1_1.
Please note that a primitive can be applied in several Collections or analyses.
At the bottom of the window there is an Object Values button
where you can create some fixed values or associate some
calculations to the Primitives you have defined in your
Collection. The image below illustrates the Edit Object Values
window that contains the items of the expression and the white
field of the expression itself.

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To create a new expression, click the

Add button and name your collection as desired. Click
on the necessary buttons in the table to select the desired items for your expression in the
drop-down menu (see image above).
To check if the expression was created correctly, click the Check expression button. A small
information window will appear informing you whether the expression was created correctly or
there was an error. Check the Always return result checkbox to return to the default value in
case of the expression failure (the Default value can be entered below.
Other sections and options of the window are described in details in chapter Construction
Elements.
Specifically, the object values defined for the Korkhaus-Schwartz analysis are listed below:

Korkhaus_A: Expression:
ToothWidthPN('UR1')+ToothWidthPN('UL1')+ToothWidthPN('UR2')+ToothWidthPN('UL2')
Korkhaus_B: Line: Korkhaus_U4_4
Korkhaus_C: Line: Korkhaus_U6_6
Korkhaus_B_ideal: Lookup('Schwartz-Korkhaus','B,B1',Korkhaus_A)
Korkhaus_C_ideal: Lookup('Schwartz-Korkhaus','C',Korkhaus_A)
Korkhaus_D_ideal: Lookup('Schwartz-Korkhaus','D',Korkhaus_D)
Korkhaus_B-B_ideal_discrepency: Expression: Korkhaus_B-Korkhaus_B_ideal
Korkhaus_C-C_ideal_discrepency: Expression: Korkhaus_C-Korkhaus_C_ideal
Korkhaus_D-D_ideal_discrepency: Expression: Korkhaus_D-Korkhaus_D_ideal

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9.6.4 Questionnaires
The Questionnaires are used for a better presentation of the customized
analysis and the implementation of the scoring systems.
The Questionnaire is a powerful feature that allows you to present your customized analyses in
a user-friendly manner by arranging them in a logical sequence of Steps.
Each step can contain the following items:

Imported pictures to illustrate e.g. a measurement

The written instructions
A question with multiple choices, each answer having its own individual score
Analysis objects (including any custom analysis object available)
A screen capture button
Notes to be filled by the user

The default model and state of the patient model can also be preset for each step.
Steps can be organized freely into Groups.
Finally, it is possible to enter weights and scores for the individual steps and groups, thereby
making it easy to compute indexes e.g. the PAR Index.
The Edit Primitives-Questionnaire window allows you to customize the already existing
questionnaire or create a new one. In this section, we go through the settings of the PAR Index
scoring system included as an example.
Image below illustrates the main sections and toolbars of the window:

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1.
2.
3.
4.

The Questionnaire list

Editing Toolbar
Recycle bin
Details

5.
6.
7.
8.

Name and ID section

List of Questions and Question Groups
Operation Toolbar
Main menu

1. The Questionnaire list presents the list of the questionnaires available for viewing/editing.
You can hide inactive items in the list by ticking the appropriate option under this window.
2. The Editing Toolbar allows you to add new questionnaires, copy and delete them, move
questionnaires up/down in the list above and export or import questionnaires.
3. The Recycle bin shows the number of the items removed and allows to restore the items or
empty the bin altogether.
4. The Details section presents the information about the total number of items loaded and
the number of active items.
5. The Name and ID section presents the name of the questionnaire and its ID.

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You can change the ID by selecting the

button.

Type the new ID into the ID field and click OK.

To change the questionnaire name, type the

desired name into the corresponding filed.

6. The List of Questions and Question Group presents the list of Groups and Steps.

You can fold/unfold each group by clicking at the

arrow in front of the group name.

To edit a step or the whole group, perform one of

the following actions:

Right click on the step/group and select Edit

from the appeared menu.

Double click on the name of a step/group to

open the Edit Step/Edit Group forms
respectively.

Select a desired step/group and choose the

Edit button from the Operation toolbar to
open the Edit Step/Edit Group forms
respectively.

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While editing groups in the Edit

Group window, you can enter
the Name of the Group as well
as type in the information about
the group in the Description
field.
The Weighting option indicates
the importance of the Group in
the scoring system.
The Steps window presents the
sequence and the list of all steps
in the group.
You can edit a step and the list
itself by selecting the
appropriate buttons in the
Operation toolbar to the right.
See the information below about
the Operation toolbar.
Press OK to save the changes.

The Operation panel includes such options:

Add

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To create a step, select the Add

button on the Operation toolbar.
The Create step window includes:
Name - insert the desired name for
the step.
Weighting - insert a number for the
scoring weight for the step.
Standard view - contains the drop
down menu with the model
visualization options:

Jaw state - contains the drop down

menu with the jaw visualization
options:

Models visibility - lets you choose

the upper/lower or both models from
the drop down menu:

Default collection - allows you to

select the appropriate collection. For
further information see the
OrthoAnalyzer 2010 user manual
(section Analysis Objects).

Edit allows making some changes to the step you have created.
Delete removes the steps.
Copy creates a copy of the selected step.
Paste inserts the copied item.
Move up - moves the selected item up the list.
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Move down - moves the selected item down the list.

After selecting the Edit option
for the step you will open the
Edit step window.
Name enter the desired name
for the step.
Weighting - indicates the
importance level of a question.
The Standard view, Jaw
state, Models visibility and
Default collection sections are
the same as sections in the
Create step window.
Steps items section includes
the number of features that
make up each step. There can
be:

The number of items may vary.

You can add as many items as
you like, still there should be not
more than one Question.

Question - is the text with the variants of answers that allows to specify a certain
problem.

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Name - is the section for

naming the certain question.
Text - is the space where you
can type the question itself. The
exclamation mark will be
displayed near the Text field as
long as it empty.
Weighting - shows the
importance of the question that
will be summed at the end.
Answer type - allows you to
select the type in which the
variants of an answer will be
presented either as a list, a
drop-down menu or ratio
buttons.
Select the appropriate type from
the drop down menu.
Integer - stands for unified
numerals.
Float - stands for non-integral
numerals.
Answers section - shows the
list of the answers.
Use the Add
button to create
a new variant or the Delete
button to remove it.
After adding the answer you can edit its content.
Answer text - is the information given as the answer.
Score - indicates the numeral value of the answer.

Hint bitmap - allows you to select and display a picture to illustrate the actions
required at the current setup of the questionnaire.

If you select the Edit or Add button you will open the Add hint bitmap window:

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Name - enter the name of the hinting bitmap.

The width and height of the bitmap can be
changed by clicking on the up/down arrows in the
editing window.
To load the bitmap, press the Load bitmap
button and select the picture you want to upload.
The supported formats are .jpg, .bmp, .png. If
the bitmap is not loaded you will see the
exclamation mark near the editing window.
The picture will be displayed in the Bitmap
preview to the left.

Hint text

You can type the name of the

hinting text in the appropriate
section.
It is possible to add a
description.

Hint analysis object

Name - enter the name of the
analysis object.
Caption - edit the description of the
caption that will appear on screen
for the analysis object.
Collection - select the collection
from the drop-down menu (for
further information see section
Analysis objects in the Ortho
Analyzer manual).
Analysis object type - select the
object type for analysis from the
drop down menu:
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Subtype - choose the object subtype from the drop down menu:

Note: For the predefined Collections, the dropdown menu shows the available analysis objects:

Screenshot

Type in the name and the

description of the screenshot
to be taken by the user and
click OK to save changes.

Note
This field allows you to create a
space in which the user can
write notes in the current step
of the analysis.
Type in the name and the
description of the caption and
click OK to save changes.

You can also edit the already existing items of a step. The form is the same as in adding items.
7. The Operation toolbar allows to manage the Groups and Steps:
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Add step adds steps to the selected group.

Delete step removes the selected group or step.
Add group allows you to add a new group.
Delete group removes a selected group.
Copy step creates a copy of a selected step.
Paste step allows to insert a copied step.
Edit opens the editing window.
Move up moves the selected group or step up the list.
Move down moves the selected group or step down the list.
8. The Main menu allows you to save the changes in the questionnaire file. Select the Save
button in the main menu.
After setting the questionnaire in the Control Panel and saving the changes, you can now open
it in Ortho Analyzer .
Note: Restart Ortho Analyzer if it was opened at the moment of
editing the Questionnaire in the Control Panel for the changes to
take effect.

9.6.5 Analysis Objects General Settings

Allows you to select the color for the enlisted objects by
clicking the appropriate square section and choosing the
desired color from the popping up palette. Click the Reset to
default button to undo the selection:

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9.7 Tools
This section allows you to download additional
materials, such as bracket libraries (for indirect
bonding), user manuals, and demo cases.

Click the Update list button to view the list of the items in your download center.
Select the item from the list and click Download.

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354

Manufacturer Information
3Shape is a global company with offices in Europe, Asia and the Americas.
3Shape
Medical A/S
Europe, Middle East & Africa Sales
Holmens Kanal 7
1060 Copenhagen K
Denmark
Representative offices:
3Shape North America
North American Sales
Somerset
Hills
Corporate
Center
10 Independence Boulevard,
Suite 150
Warren, New Jersey 07059,
USA
3Shape (Shanghai) Co., Ltd
Asian Sales
Room 906, Tower A of Eton
Place
No. 69, Dongfang Road
200120 Shanghai, China
3Shape Latin America
Latin American and Caribbean
Sales
Carrera 13 # 82-91
Oficina 401
110221 Bogot, Colombia
3Shape.com - Visit our corporate web-site to learn more about 3Shape and our innovations.
3shapedental.com - Visit our dental web-site to learn what solutions 3Shape has for your clinic
or lab.

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Warnings and Precautions

Important Information and Legal Disclaimer
The functionality of the Ortho Analyzer software allows you to manipulate a 3D visual model
of a patients dentition by dragging and moving individual teeth in the model, whereby you may
explore how the visual appearance of the dentition may change if such tooth movements are
implemented.
Please be informed that the Ortho Analyzer software does not in any way attempt to check if
any specific tooth movement or combination of tooth movements visualized in the software is
actually possible to implement on the patient in real life.
Manipulations visualized in the software may not be possible to implement in real life, e.g.
because the teeth may not actually be moved as visualized. A visualization created in the
software of any tooth movements may also be inaccurate, e.g. because such movements, if
implemented in real life, might cause more or different effects than as shown in the
visualization created within the software.
Furthermore, the software does not contain any functionality attempting to check whether any
such real-life implementation attempt might result in damage, e.g. to the patients teeth or
jaw. Any treatment attempt to implement on a patient a tooth movement or other manipulation
visualized by way of the software should be planned and made only by an orthodontic
professional having with due diligence assessed whether the visualized manipulation can
actually be implemented without causing damage to the patient.
The risks pertaining to any such treatment attempt shall be assumed entirely by the person
carrying out the treatment.
3Shape A/S disclaims any and all liability for the results of any treatment attempts made on
the basis of the visualizations generated within the Ortho Analyzer software.
Importing third party models
Warning: Please assure that any scan models imported into the system are
representing the specific patients dentition in adequate quality.
Scanning
Caution: Beware that the scanner is a precision mechanical device sensitive to
temperature and power variations as well as vibrations.
Positioning the model in the scanner
Warning: The front teeth should always face the inside of the scanner. There should
be approximately 1cm of blue clay underneath the model, holding it firmly in place.
Preparing impressions before scanning
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Warning: Since 3Shapes R-series lab scanners use optical technology (i.e. laser
light or LED source), the impressions surface must not be too wet/reflective. It is
therefore recommended to wipe excess liquid from the alginate impressions surface
using a tissue, or to use a spray on a dry surface in the case of too shiny silicone
materials. A spray can also be applied to the material used for the bite registration
(wax or silicone).
ScanSuite
Caution! We strongly recommend that both the scanner power supply and scanserver PC power cable are plugged into a UPS unit (rather than directly into the
mains outlet) to prevent work losses and damages to the equipment.
Occlusion control
Warning: Please assure that the occlusion is correct after scanning by using the
miscellaneous available occlusion-adjustment tools.

Warning: If the models are intersecting, after clicking the OK button you will get the warning.

Creating the patient and model set

Warning: Please assure that the physical plaster- or impression models matches the
patient information when scanning the models and creating the record in the system
2D and 3D measurements
Warning: Please ensure to position measurement points on the 3D model and on the
2D cross section carefully by optimizing zooming and viewing positions.

Warning: Please ensure to position analysis points on the 3D model correctly

according to the analysis protocol by optimizing zooming and viewing positions.
Segmentation
Warning: Please make sure to validate separation boundaries and tooth axes
sufficiently when segmenting teeth by using the visual inspection tools available,
notably the overlay of DICOM or X-ray 2D images.

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Warning: Please ensure that the quality of the Cone Beam DICOM data is sufficient
and correctly imported to allow for proper alignment with the surface scan.
Collision detection
Warning: Please use the available tools for collision detection and distance maps
during the virtual setup process.
Design properties
Warning: Please assure that the required material thickness and fitting properties
are applied when creating the appliance model - according to the specific material
and manufacturing machine requirements you will use.

Warning: It is the responsibility of the appliance manufacturer to ensure that the

equipment and materials used are suitable for producing appliances for Orthodontic
purposes.
Generic Design Guidelines
Warning: It is the responsibility of the Appliance manufacturer to ensure that the
design of the 3D appliance is suitable for Orthodontic purposes.

358

Regulatory Representatives
Representatives below should be kept informed in connection with the vigilance and FSCA
procedures:
Country

Representative

Australia

Emergo Australia
Level 20
Tower II, Darling Park
201 Sussex Street
Sydney, NSW 2000
Australia
vigilance@emergogroup.com

Brazil

Emergo Brazil Import Importao e Distribuio de Produtos Mdicos

Hospitalares Ltda
SIA Trecho 3, Lotes 2010/2020, 1 Andar, Ed. Myrian
Bairro: Zona Industrial
Cidade: Braslia/UF:DF CEP: 71.200-030
CNPJ: 04.967.408/0001-98
Responsvel Tcnico: Julia Zema Parente Pinto CRF/DF: 2508

Canada

No representative
Contact Health Canada Directly as per CS-0003

Japan

MIC Medical Corporation

Marketing Authorization Holder(MAH) Division
6F Toranomon 36Mori Building, 3-4-7 Toranomon, Minato-ku
Tokyo105-0001, Japan
Tel:+81-3-6880-9310

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Korea

MEDISPEED
#413, 23 Sejongdae-ro
Jongro-gu
Seoul
Korea

USA

Medicept
200 Homer Ave # M100-2
Ashland, MA 01721
(508) 231-8842

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