R. Burgess-Limerick et al. Ergonomics Australia. 2014; 10:2.
[ 1 ]
Bow-tie analysis of a fatal underground coal mine collision
Robin Burgess-Limerick
1
, Tim Horberry
1
and Lisa Steiner
2
1
Minerals Industry Safety and Health Centre, The University of Queensland, Australia
2
Office of Mine Safety and Health Research, National Institute for Occupational Safety and Health, USA.
Abstract
Background: Bow-tie analysis combines aspects of fault-tree analysis and event-tree analysis to identify an initiating event;
its causes and consequences; and potential preventive and mitigating control measures or barriers. Aims: The aim of
the research is to analyse a fatality which occurred in a Queensland underground coal mine in 2007 to illustrate this
technique. Method: The case study concerns a fatality which occurred at an underground coal mine in Queensland in 2007.
Results: A continuous mining machine operator was crushed against the mine wall by a shuttle car following a loss of situation
awareness by the shuttle car driver. The causes included the use of shuttle cars in close proximity to pedestrians, and driver
inexperience. A directional control-response incompatibility contributed to the severity of the final consequence. A range
of potential control measures are identified including: (i) replacing shuttle cars with a mobile conveyer; (ii) non-line-of-sight
remote control of continuous miners; (iii) proximity detection interlocked with shuttle car controls; (iv) “always-compatible”
shuttle car steering design. Conclusions: Proximity detection sensors interlocked with shuttle car control systems is a
technically feasible control measure which should be implemented at all underground coal mines. Non-line-of-sight remote
control of continuous mining machines or automation of continuous mining machines would remove operators from this
hazard entirely. A bow-tie representation provides an effective way of systematically examining the causes, consequences,
and potential preventive and mitigating control measures or barriers associated with a previous incident.
©Burgess-Limerick et al: Licensee HFESA Inc.
Background
Bow-tie analysis (sometime called “cause-consequence”
analysis) is widely used in high hazard industries (e.g.
aviation, chemical, petro-chemical) as a risk analysis
technique which combines elements of fault-tree analysis and
event-tree analysis [1-3]. Pitblado and Weijand [4] suggest
that the barrier diagram or bow-tie diagram was developed
simultaneously in Australia and the Netherlands in the early
1990s, building on the work of James Reason and Patrick
Hudson; although the authors of the Bow-tie Pro software
website attribute the term to David Gill of ICI stating “it
is generally accepted that the earliest mention of the bowtie
methodology appears in the ICI Hazan Course Notes 1979,
presented by The University of Queensland, Australia” (www.
bowtiepro.com/bowtie_history.asp).
While there is no universally accepted standard bow-
tie terminology and method, this paper will employ the
terminology used by RISKGATE (riskgate.org), a major
project funded by the Australian Coal Association Research
Program [5,6]. RISKGATE is an on-line knowledge database
which uses the bow-tie method to capture and present
knowledge regarding the management of safety and health
risk associated with coal mining.
At the centre (or knot) of each bow-tie is an initiating event
(or “top-event”). This is the point in time when there is a
loss of control of a hazard (a source of energy with potential
to do harm). The next step is to determine the causes of
the initiating event, and the potential consequences of the
event. For each cause, both the control measures (barriers)
which can reduce the probability of the initiating event
occurring (preventive controls), and the measures which
can be taken to reduce the severity of the consequences of
each initiating event (mitigating controls) are then identified.
The bow-tie analysis can be further elaborated to examine
the effectiveness of controls or barriers by including “barrier
decay mechanisms” and assessment of the likely effectiveness
of control measures.
One of the particular strengths of the bow-tie method is that
it provides an easily understood overview of the risk controls
linked to initiating events. Equally, it can show both existing
controls and potential/recommended controls for hazards.
The aim of this paper is to illustrate the utility of a bow-
tie analysis of an underground coal mine fatality as a means
of identifying and communicating the potential control
measures which may be adopted to reduce the risk of similar
events.
Method
A case study of a fatality which occurred at an underground
coal mine in Queensland in 2007. The first author was
retained as an expert witness during the subsequent coronial
inquiry [7]. A bow-tie analysis of the fatality was constructed
by the first author based on the information presented during
the inquest.
Corresponding author: Robin Burgess-Limerick. Email: r.burgesslimerick@uq.edu.au
Case study