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Report on the circumstances leading to the 1996 outbreak of infection with E.coli 0157 in Central Scotland, the implications for food safety and the lessons to be learned.
 
Chapter 2 The Central Scotland and Tayside Outbreaks and Their Implications
 
The Central Scotland Outbreak
 
2.1 Perhaps somewhat against hope and expectations, it is not our intention to describe or debate in any detail in this report the likely cause of the Central Scotland outbreak or the individual roles and actions of those involved in its occurrence, management and control. That is for the FAI and any criminal proceedings and, as indicated earlier, commentary on these issues could delay publication of this report. The findings of the FAI will be published in due course and there may be further issues identified and recommendations arising out of that process to add to those in this report. We also recommend, later in this document, that a full scientific report of the Central Scotland outbreak should be written up and published in due course.
 
2.2 Therefore, the aim of this chapter is to set out very briefly the course and scale of the outbreak and some of the key facts, statistics and issues associated with it - to help set the context for the response measures we propose and which are set out later in this report.
 
Background
 
2.3 The possibility of an outbreak of food poisoning caused by infection with E.coli O157 was identified on the afternoon of Friday, 22 November 1996 when the Public Health Department of Lanarkshire Health Board ('the Health Board') became aware of several cases of infecXtion (some of which had been confirmed by microbiological testing) in residents of Wishaw in the central belt of Scotland.
 
2.4 The Health Board informed the Environmental Services Department of North Lanarkshire Council ('the Council') that day, 22 November, and arrangements were subsequently put in place to investigate and control the outbreak in accordance with the updated guidelines issued in 1996 by The Scottish Office Department of Health Advisory Group on Infection4. An outbreak control team (OCT) was formed on Saturday, 23 November.
 
The Source of the Outbreak
 
2.5 By the evening of 22 November 1996, histories had been obtained from 9 of the 15 confirmed or suspected cases. Indications are that 8 of these 9 had consumed food obtained, either directly or at a church lunch, from J Barr and Son, Butchers, of Wishaw. The possibility of other common exposures could not at this stage be excluded, as a high proportion of the population of Wishaw might patronise Barr's in any one week. Although outwardly a small, local butcher with adjacent bakery shop, the business was involved at the time of the outbreak in a substantial wholesale and retail trade involving the production and distribution of raw and cooked meats and bakery products from the Wishaw premises. It employed some 40 people, many on a part-time basis.
 
2.6 The Group was told that Mr Barr was visited by representatives of the Health Board and the Council late on Friday 22 November. The circumstances of that meeting are relevant to a current criminal charge against Mr Barr and it would be inappropriate to comment further at this time. The voluntary closure of the entire business (including the bakery) was announced on Wednesday, 27 November 1996.
 
2.7 The distribution chain of meat and meat products from Barr's was diverse and complex and it took some days for the details on that to be unravelled from a painstaking investigation of the company's records. That caused delays in relation to the identification, publicly, of some of the outlets involved or potentially involved in the outbreak. Some 85 outlets throughout the central belt of Scotland were eventually identified as being supplied by the company, making the task of outbreak management and control extremely difficult.
 
2.8 Large quantities of meat and meat products were taken from Barr's, or from other premises supplied by Barr's, for microbiological testing. These included cold cooked meats supplied to other butchers and the remains of gravy supplied with cooked steak to the Wishaw Parish Church lunch on 17 November. Microbiological swabbing of Barr's premises was undertaken and some items of equipment sent for detailed examination. The large numbers of food samples have placed a heavy burden on the testing laboratories and testing is still on-going. The staff of Barr's were subsequently screened. It would not be appropriate to go into the results of testing while criminal proceedings are pending.
 
2.9 It is understood that Barr's had claimed exemption from the Meat Products (Hygiene) Regulations 1994 ('the 1994 Regulations') so as to be subject only to the Food Safety (General Food Hygiene) Regulations 1995 ('the 1995 Regulations') - see Chapter 7 of this report. We understand that the Procurator Fiscal's enquiries include the question of possible contravention of the 1994 Regulations in respect of alleged handling of meat products for sale other than to the final consumer when the premises were not approved under these regulations. It would not therefore be appropriate to comment further on that matter.
 
2.10 Members of the Group visited Barr's premises during the course of our investigations, in order to familiarise themselves with the physical layout and to gain a first hand impression of the circumstances and nature of the operation of the business. The premises comprise 2 retail units - a butcher's and a baker's. At the rear of the butcher's retail premises is the manufacturing area. The premises are long established and have been extensively converted and extended. However, the premises are similar to many other premises of this age. The layout and design constrain the measures that can be taken to ensure effective product flows and separation of cooked and raw products. However a significant capital investment had been made in the premises, which have modern chillers, equipment and work surfaces.
 
Management and Control of the Outbreak
 
2.11 The OCT first convened on Saturday, 23 November and met initially daily (less frequently later on as it became clear that the outbreak was being brought under control). It was chaired by Dr Syed Ahmed, Consultant in Public Health Medicine (Communicable Diseases/Environmental Health) of Lanarkshire Health Board and included representatives of the Health Board, North Lanarkshire Council, local hospital and healthcare NHS Trusts, the Scottish Centre for Infection and Environmental Health (SCIEH) and the Wishaw Health Centre.
 
2.12 Representatives of The Scottish Office Department of Health (SODoH) and Agriculture, Environment and Fisheries Department (SOAEFD) met with the Health Board and the Council on the evening of Tuesday, 26 November and a Food Hazard Warning was issued by The Scottish Office on Wednesday, 27 November. This provided details of the outbreak and asked food authorities in the central belt to investigate suspected outlets. Further advice and guidance to butchers was issued by The Scottish Office by means of a further Food Hazard Warning on 28 November 1996. The Scottish Office attended OCT meetings, as observers, from Thursday, 28 November.
 
2.13 We reviewed the minutes of OCT meetings and spoke to key representatives of the Team. The OCT dealt during the outbreak with the full range of matters envisaged in the guidelines and some specific issues arose out of that. We expect that the OCT's operation, individuals' roles and related issues will be examined in the context of the FAI, so it is not possible to comment in detail on these issues in this report. However our interim report recorded our view that the guidelines, and the arrangements put in place locally for outbreak management and control, apparently worked reasonably well in practice - albeit that the nature and scale of the outbreak presented a stern test and challenges to the system. We have not substantively changed our view on that. Some recommendations were made in our interim report and some further commentary on outbreak management and control is included in Chapter 12.
 
2.14 Regardless of the outcome of the FAI, recognition needs to be given to the efforts of all those involved in the identification, management and control of the outbreak and in dealing with its effects. The enormous personal efforts, the difficult professional judgements and resource pressures involved have not always been recognised in the face of understandable concern about the outbreak. There has also been some explicit or implied criticism of those involved. There are, no doubt, lessons to be learned: but that should not detract from what was achieved, in extremely difficult circumstances and in the face of a rapidly evolving situation, by those most closely involved.
 
The Course and Scale of the Outbreak
 
2.15 As the epidemic curve for the outbreak indicates, the number of cases of suspected or confirmed infection increased dramatically from the outset of the outbreak. By Sunday, 24 November reports indicated that distribution of products from Barr's had extended beyond the local authority area into the central belt of Scotland. Cases of infection were subsequently reported in Forth Valley, Lothian and Greater Glasgow. In the early days of the outbreak, before full exposure histories were obtained and in the absence of comprehensive information about supply and distribution, the OCT could not assume that there was only one source of contaminated food.
 

 
2.16 Epidemiological and subsequent microbiological evidence shows that the outbreak comprised of several separate but related incidents - relating to the lunch (attended by around 100 people) held in Wishaw Parish Church Hall, a birthday party held in the Cascade Public House on 23 November 1996 and retail sales in Lanarkshire and Forth Valley. All isolates of E.coli O157 from individuals in the outbreak belonged to phage type 25 and possessed the verocytotoxin gene VT2. To date, 262 of these isolates (which total 272) have been subjected to pulsed-field gel electrophoresis (PFGE): all had indistinguishable profiles.
 
2.17 As of 27 March 1997, the final date of onset of illness in a confirmed case of illness associated with the outbreak is 15 December 1996. A possible case was, however, reported with a date of onset of 29 December 1996. The outbreak was declared over on Monday, 20 January 1997 - although it was recognised that further cases could occur as a result of secondary (person to person) spread, or could be identified retrospectively as laboratory results became available. It was also recognised that further deaths could occur following prolonged illness.
 
2.18 After the outbreak was declared over, microbiological and serological results have continued to be accumulated and clinical and exposure histories reviewed. The 27 March figures are provisional but unlikely to change significantly. They show 496 cases of infection with E.coli O157 linked to the outbreak, of which 272 are confirmed, 60 probable and 164 possible. It is the largest ever outbreak of infection with the organism in the UK. A further breakdown of these figures is as follows:-
 
    All Scotland Lanarkshire Forth Valley Lothian GGHB
Confirmed }   272 195 73 4 0
Probable } See Note 60 50 10 0 0
Possible }   164 128 35 0 1
Total   496 373 118 4 1
 
Note:
Confirmed case: someone with E.coli O157 identified in their stool, irrespective of clinical history;
Probable case: someone with bloody diarrhoea and positive serology;Possible case someone who has non-bloody diarrhoea with positive serology or someone who has no symptoms with positive serology or someone who has bloody diarrhoea without positive serology.
 
2.19 The outbreak placed substantial presures on local health resources. In Lanarkshire, the Wishaw clinic carried out batches of tests on some 969 people with diarrhoea (and there will have been, in addition, a substantial number of people who attended their GP). There were admitted to hospital 127 people, of whom 13 required dialysis (all transferred to Glasgow). Twenty seven people were diagnosed as having evidence of thrombotic micro-angiopathy (ie haemolytic uraemic syndrome or thrombotic thrombocytopaenia purpura)6.
 
2.20 There have been 18 deaths (all adults) associated with the outbreak - the second highest number of deaths associated with an outbreak of E.coli O157 infection in the world. Of these, 8 people had attended the luncheon served at Wishaw Old Parish Church on 17 November 1996 and 6 were residents of Bankview Nursing Home in Bonnybridge, Forth Valley. The age range of the 12 residents of Lanarkshire who died was 69 to 90 years and in Forth Valley it was 70 to 93 years.
 
Issues Arising
 
2.21 The following chapter sets out some of what is (and is not) known about E.coli O157, its characteristics and behaviour. The Central Scotland outbreak has brought some of that very sharply into focus and has caused us to examine a number of general issues and questions. These include:-
  • how and why fresh meat becomes contaminated with E.coli O157 in the first place;
  • the likely distribution in the food chain;
  • the measures that can and should be taken to minimise contamination/cross-contamination;
  • how these measures are regulated and enforced; and
  • once an outbreak has occurred, the steps that need to be taken to manage and control it - and the adequacy of systems and arrangements for that.
2.22 The potential for contamination/cross-contamination with the organism, its virulence and the very severe effects it can have on particularly vulnerable groups of the community have been tragically underlined. Of particular significance is the issue of asymptomatic excretion of the organism, which may have very substantial implications in terms of the potential for the spread of infection and outbreak management and control.
 
2.23 All of these issues, and more, have been taken into account by the Group in the preparation of this report and our recommendations. As previously noted, the full facts and circumstances of the outbreak cannot be discussed because of the limitations imposed by the judicial processes now underway. Nonetheless, we believe that what we have learned about the circumstances of the Central Scotland outbreak, and the inevitable uncertainties that may surround outbreaks generally, provide strong justification for the precautionary, preventive measures we propose and the recommendations we make.
 
The Tayside Outbreak
 
2.24 For completeness, it should be recorded that, as requested by the Secretary of State, we reviewed the circumstances of the Tayside outbreak in preparing this report and recommendations.
 
2.25 Six people in a Tayside nursing home were identified as showing symptoms of disease, 5 of whom fell ill on 31 January 1997 and the other on 9 February. Of the 6 cases, 5 have been confirmed as infected with E.coli O157. There have been 3 deaths associated with the outbreak.
 
2.26 All of the circumstances of the Tayside outbreak point to the likelihood of it being a point-source outbreak (ie an outbreak associated with a single event or a single place). In that sense, it raises no issues that do not arise out of the Central Scotland outbreak. Nonetheless, the fact that it occurred at all (along with other recent outbreaks), and has had a grievous impact on a further group of elderly, vulnerable people, has served to reinforce the issues and concerns discussed throughout this report. It also confirms the possibility of a high level of asymptomatic carriage in humans and the difficulties that may cause in outbreak investigations
 
4 HMSO Scotland DdJ 2856 (118239)
5 See Glossary.
6 See Glossary.
 
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