Why machines injure: motions, actions and nip points

Machines multiply human effort. A press can bend steel that no person could bend, a saw can cut a plank in a second, and a conveyor can move tonnes of product without anyone lifting a box. The same energy that makes machines useful makes them dangerous. A moving part does not know whether it is shaping metal or a hand. When a person's body meets a moving part, the machine usually wins, and the injuries are among the most severe in any workplace: crushed hands, amputated fingers and arms, scalping, degloving, and deaths from entanglement or crushing.

This is an awareness course for operators, maintenance helpers, supervisors, joint health and safety committee members, health and safety representatives, purchasers and anyone who works around machinery. It explains how machines injure, what provincial and federal law and CSA Z432 expect, how guards and safeguarding devices work, and how to recognize when a machine is not adequately safeguarded. It does not qualify anyone to design safeguarding, to validate safety-related control systems, to sign a pre-start health and safety review or to certify a machine as safe. That work needs a competent person, often a professional engineer.

The scale of the problem

Machinery injuries are less common than slips or strains, but they are far more likely to be permanent. In Ontario, the Ministry of Labour, Immigration, Training and Skills Development has run repeated inspection blitzes on machine guarding in industrial workplaces, and missing or defeated guards are among the most frequent orders written. Workers' compensation boards across the country record hundreds of amputation claims each year, most of them fingers and hands caught in presses, saws, conveyors, rollers and food processing machines. Each claim represents a worker who will live with the injury for the rest of their life.

Behind the numbers are a handful of recurring stories. A worker reaches into a machine to clear a jam without stopping it. A guard was removed for maintenance and never put back. A light curtain was muted, or an interlock was taped over because it slowed production. A new worker was never shown where the danger zone was. A machine started unexpectedly while someone was inside it. Almost every one of these injuries was preventable with known, affordable controls.

Where the danger is: three areas of a machine

Safety specialists divide a machine into three areas. Thinking in these areas helps you look at any machine, however unfamiliar, and find the places where a person could be hurt.

• The point of operation is where the machine does its work on the material: where the press die closes, the blade cuts, the drill bores, the roll forms or the mould closes. It is usually the most dangerous area because the work requires force, and because operators feed, position or remove material there.
• The power transmission apparatus is every part that carries energy from the motor to the point of operation: shafts, couplings, belts, pulleys, chains, sprockets, gears, flywheels, cams, spindles and connecting rods. These parts often run fast and continuously, and they create nip points and entanglement hazards even though no one needs to touch them during normal work.
• Other moving parts include everything else that moves while the machine runs: feed mechanisms, auxiliary parts, rotating stock, reciprocating tables, ejectors, robots, conveyors and the material itself.

Some hazards do not come from moving parts at all. Machines can release stored energy, eject chips, sparks or broken tooling, produce noise and vibration, leak hydraulic fluid at high pressure, generate dust and fumes, and expose people to electrical and thermal hazards. This course focuses on mechanical hazards, but a full risk assessment considers them all.

Hazardous motions

Mechanical hazards come from a few basic kinds of motion. Each has a characteristic way of catching and injuring people.

Rotating motion is the most common and often underestimated. Even a smooth shaft turning slowly can grip hair, a glove, a sleeve, a lanyard or loose jewellery and wind it around itself, pulling the person in. Projections such as set screws, keyways, couplings and bolt heads make the hazard worse. Rotating parts include shafts, spindles, flywheels, collars, chucks, drill bits, fan blades and rotating stock in a lathe.

Reciprocating motion is back-and-forth or up-and-down movement, such as a press ram, a shaper ram, a hydraulic cylinder or a sliding table. The hazard is being struck by the moving part or caught between it and a fixed object at the end of its travel.

Transverse motion is movement in a straight, continuous line, such as a conveyor belt, a saw band or a moving web of paper or film. A person can be struck or caught in a pinch point between the moving part and a fixed one, or drawn into the point where a belt meets a pulley.

Hazardous actions

Motions describe how parts move. Actions describe what the machine does to the material, and therefore what it can do to a body part placed in the same spot.

A single machine often combines several actions and motions. A meat slicer has a rotating blade that cuts, a reciprocating carriage and a point where the product meets the blade. A press brake bends but also creates pinch points between the workpiece and the bed, and the workpiece itself can whip upward and strike the operator. When you look at a machine, ask what moves, how it moves, what it does to the material and where a person could be when it happens.

Nip points and pinch points

An in-running nip point, sometimes called a pinch point, is formed where two parts move together and draw material in between them, or where a moving part meets a fixed one. Common examples are two rolls turning toward each other, a belt running onto a pulley, a chain running onto a sprocket, gears meshing, and a rotating wheel running past a fixed rest. Once a finger or glove is caught in an in-running nip, the machine pulls it in faster than a person can react.

Entanglement, crushing, shearing and impact

Standards such as ISO 12100 list the ways mechanical hazards cause harm. Knowing the names helps you describe hazards clearly in a risk assessment or an inspection report.

• Entanglement: hair, clothing, gloves or jewellery caught by rotating parts and wound in.
• Drawing-in or trapping: a body part pulled into an in-running nip.
• Crushing: a body part trapped between a moving part and a fixed part, or between two moving parts closing together.
• Shearing: a body part caught between two edges passing each other.
• Cutting or severing: contact with a sharp edge, blade or abrasive surface.
• Impact: being struck by a moving part, such as a robot arm or a swinging gate.
• Stabbing or puncture: contact with a pointed tool, needle or the end of a moving rod.
• Friction or abrasion: contact with a fast-moving rough surface such as a grinding wheel or sanding belt.
• Ejection: parts, chips, broken tools or the workpiece thrown out by the machine.

Who gets hurt, and when

It is natural to picture an operator at the point of operation, and operators do suffer many machine injuries. But many serious injuries happen to people who are not running production at all. Maintenance workers, cleaners, setters, millwrights, electricians and contractors spend time inside or behind guards, often when the machine is in an unusual state: partly disassembled, running slowly, jammed, being adjusted or being tested. Sanitation crews in food plants clean machines at night, often under time pressure. New and young workers are over-represented because they do not yet recognize the danger and may be reluctant to ask.

Injuries also cluster around particular tasks: clearing jams, adjusting settings while the machine runs, removing scrap, changing tooling, threading material and troubleshooting. These are exactly the tasks that tempt people to reach past a guard or to keep the machine running. Later lessons show how lockout, safe tooling, interlocked guards and well-designed procedures remove the temptation.

The machine safety vocabulary

A few terms appear throughout this course and in the standards.

• A hazard zone, or danger zone, is any space within or around a machine where a person can be exposed to a hazard.
• A guard is a physical barrier that prevents access to the hazard zone.
• A safeguarding device, or protective device, is something other than a guard that reduces risk, such as a light curtain, two-hand control, pressure-sensitive mat or interlock switch.
• Safeguarding is the combination of guards and devices used to protect people.
• A safety function is a function of the machine's control system whose failure would immediately increase the risk, such as stopping when a guard opens.
• Risk is the combination of how severe the possible harm is and how likely it is to happen.

This lesson has focused on recognizing hazards. The rest of the course follows the logic of the machine safety standards: understand the law, apply the hierarchy of controls, assess risk, choose and design safeguarding, make sure the control system is reliable enough, and keep the safeguarding working throughout the machine's life.