🚧 Under construction — VoTechWorks is being built. A free tech program — complimentary, as our commitment to get America working.
voTechWorksGrade 13 · a vocational technology learning center, by urbanicity
newSchoolWorks.com › VoTechWorks › Health & Personal Services › Surgical Technology › Surgical Instrumentation: Identification, Handling, and Set Management › Lesson 6
HLT-SURG65-03 · Lesson 6 · 20.5 clock hours · demo

Retracting and Exposing Instruments

Objective. Students will identify handheld and self-retaining retractors by name and describe the correct placement, angle, and pressure guidelines that prevent tissue and nerve injury during retraction.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a licensed clinician in the field or by a certification or approval body. It is a study draft and may contain errors. Do not use it to make decisions about any patient or medication. Always follow your instructor, your supervising professional, and current official references and regulations.

VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.

Retracting and Exposing Instruments

Retractors hold tissue away from the operative site so the surgeon can see and work safely. Without adequate exposure, every other step of the operation becomes harder and riskier. As a surgical technologist, you must know each retractor by name, understand how it is designed to work, and recognize the tissue and nerve injuries that improper use can cause.

Handheld Retractors

Handheld retractors are held by an assistant throughout use. They require active attention but allow the holder to adjust pressure instantly in response to what is happening in the field.

Army-Navy retractor — A double-ended, flat-bladed instrument with a small blade on one end and a larger blade on the other. It is lightweight and used for shallow to moderate-depth retraction in many general and orthopedic procedures. The name comes from its development for military use.

Richardson retractor — Available in small, medium, and large sizes. Its rounded, right-angle blade hooks under tissue and retracts it steadily. The Richardson is a workhorse of abdominal surgery, used to retract the wound edge and expose the peritoneal cavity or organ layers. Choosing the correct size matters: a blade that is too small will slip; one that is too large will crush adjacent structures.

Deaver retractor — A long, curved, thin blade shaped like a slightly bent spatula. The Deaver reaches deep into the abdominal or pelvic cavity to retract the liver, bladder, or bowel. Because it contacts a broad surface of tissue, it must be repositioned regularly to prevent ischemia (tissue death from sustained pressure). Never allow a Deaver to rest with full force on a ureter, blood vessel, or nerve.

Brain retractors (ribbon/malleable retractors) — Thin, flexible metal strips used in neurosurgery and other delicate procedures. They can be bent to custom angles. Pressure must be minimal and intermittent because neural tissue is extremely sensitive to sustained compression.

Self-Retaining Retractors

Self-retaining retractors maintain their position without a human holder, using a ratchet, frame, or spring mechanism. They free the assistant's hands but must be set with particular care because no one is continuously monitoring pressure.

Balfour retractor — A frame-style abdominal retractor with a central bladder blade and two lateral arms that accept interchangeable blades. It is used for open abdominal and pelvic surgery. After placement, confirm that the lateral blades are not pressing on the iliac vessels or femoral nerves, a common source of postoperative nerve injury.

Weitlaner retractor — A self-retaining retractor with sharp or blunt prongs that spread open and lock. It is used for smaller incisions in orthopedic, vascular, and general surgery. Sharp prongs grip tissue more securely but increase the risk of laceration; select the appropriate tip type per surgeon preference and procedure.

Gelpi retractor — A small, pointed self-retaining retractor commonly used in spinal and orthopedic surgery. Its fine tips retract muscle or fascia in narrow fields. Because the tips are sharp and the spring tension is high, confirm correct placement before locking.

Safe Handling and Passing Technique

When passing any retractor, orient the blade away from both your hand and the surgeon's hand so neither is struck. Announce the instrument by name if the surgeon has not already called for it. Place the handle firmly in the surgeon's palm—do not dangle it. For heavy retractors such as the Balfour, use two hands to support the weight during transfer.

Maintain sterile field integrity at all times. Never reach across the field. If you must pass a retractor to the opposite side, hand it to the circulator or use a neutral zone.

Pressure, Angle, and Depth of Field

Three physical factors determine whether retraction is safe:

1. Pressure — Use the minimum force needed. Excessive or sustained pressure compresses vessels and nerves. For self-retaining retractors, ask the surgeon to confirm that blade tension is appropriate after placement.

2. Angle of pull — Retract parallel to tissue planes whenever possible. Pulling at a sharp angle concentrates force on a small edge and increases the risk of tearing or crush injury.

3. Depth of field — Match blade length to wound depth. A blade that is too short does not protect underlying structures; one that is too long can injure the structure beneath.

Injury Prevention

The most common retraction-related injuries include:

If a handheld retractor must stay in one position for more than a few minutes, alert the surgeon. Periodic release of pressure allows tissue perfusion to recover. Document or communicate any change in retractor position or unexpected patient response to the circulator.

Your Role as Scrub

You are responsible for presenting the correct retractor, correctly oriented, at the right moment. Study the setup card before each case to anticipate which retractors will be needed and in what order. During the procedure, keep retractors organized on your back table so you can retrieve them without searching. After use, inspect each retractor for damage—cracked blades or faulty ratchets must be pulled from service.

Key terms10

Handheld retractorA retractor that must be held continuously by an assistant; allows real-time adjustment of pressure and angle during the procedure.
Self-retaining retractorA retractor that holds itself open by a ratchet, frame, or spring mechanism, freeing the assistant's hands but requiring careful initial placement to avoid sustained pressure injury.
Balfour retractorA frame-style self-retaining abdominal retractor with a central bladder blade and interchangeable lateral blades; used in open abdominal and pelvic surgery.
Deaver retractorA long, curved, spatula-shaped handheld retractor used to retract deep abdominal or pelvic structures such as the liver or bladder; must be repositioned regularly to prevent ischemia.
IschemiaReduced or absent blood flow to tissue, which can result from sustained retractor pressure and may cause tissue death if not relieved.
Depth of fieldThe distance from the skin surface to the structure being retracted; blade length should match depth of field to avoid injuring underlying structures.
Angle of pullThe direction in which a retractor blade draws tissue; retraction parallel to tissue planes minimizes tearing and crush injury.
Gelpi retractorA small, sharp-tipped self-retaining retractor used in spinal and orthopedic surgery to retract muscle or fascia in narrow operative fields.
Richardson retractorA right-angle, rounded-blade handheld retractor available in multiple sizes; a standard instrument for abdominal wound-edge retraction.
Femoral nerve palsyWeakness or numbness in the thigh caused by compression of the femoral nerve, a recognized complication of incorrectly positioned Balfour lateral blades.
In class: Instructor demonstration using a pelvic model: proper placement of Richardson, Army-Navy, Deaver, and Balfour retractors, with discussion of depth of field, angle of pull, and risk of crush injury to underlying structures. · Retractor family sorting lab: students receive a mixed set of 16 retractors and sort them into handheld versus self-retaining categories, then sub-sort by specialty use (abdominal, chest, orthopedic, neuro) using reference cards. · Role-play drill: one student acts as scrub, one as first assistant; scrub correctly names and passes three retractors in sequence; roles rotate so every student completes both parts.
Materials: Richardson retractors (small, medium, large), Army-Navy retractors, Deaver retractors, Balfour self-retaining retractor with blades, Weitlaner retractor, Gelpi retractor, brain retractors, pelvic/abdominal task model, reference sorting cards
Check: Performance checklist: student correctly names 12 of 16 retractors and demonstrates safe passing of three retractors to a partner without field contamination. Both criteria must be met; retractor naming pass mark: 75% (12/16).

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Surgical instrumentation and equipment
1. The surgeon is performing an open cholecystectomy and needs to retract the liver edge superiorly. Which retractor is best suited for this deep abdominal retraction?
Patient safety and perioperative care
2. A patient develops femoral nerve palsy after an open pelvic procedure. Which retractor and error most likely caused this injury?
Patient safety and perioperative care
3. During a procedure, the surgeon holds a Deaver retractor in the same position for an extended period without repositioning. The scrub technologist should:
Surgical instrumentation and equipment
4. When passing a heavy Balfour retractor to the surgeon, the correct technique is to:
Surgical instrumentation and equipment
5. Which of the following retractors is SELF-RETAINING?
Sterilization, disinfection, and instrument processing
6. A scrub technologist notices a crack in the blade of a Richardson retractor after a procedure. The appropriate action is to:
Anatomy and physiology as applied to surgical technology
7. In neurosurgery, brain retractors are used with minimal and intermittent pressure primarily because:
Surgical instrumentation and equipment
8. During the retractor sorting lab, a student is unsure whether the Gelpi retractor belongs in the handheld or self-retaining category. The correct classification and rationale is:
Record this lesson on my transcript. Sign in with your key and enrollment email to record lessons (enroll free if you have no key). This page stays open to read and practise.