ExMC15 IECEx certification of non-electrical Ex equipment Summary of how the standards deal with ignition hazard assessment

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ExMC15 IECEx certification of non-electrical Ex equipment Summary of how the standards deal with ignition hazard assessment IECEx ExTAG Training Workshop The Hague 2014

Introduction of Non-electrical Ex equipment Standards In 2008, during the SC31M Plenary meeting it was decided to create an Ad-Hoc Group which will deal on the production of a standard covering Non-electrical equipment and components Ignition hazard assessment, application of IEC 60079-0 for mechanical equipment " on the basis of EN 13463-1. 1 It was also decided to draft the requirements for Non-electrical equipment in two parts: ISO 80079-36: Basic method and requirements ISO 80079-37: Non electrical type of protection constructional safety 'c', control of ignition source 'b', liquid immersion 'k' The first drafts were published in 2010 IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 2

Scope of Non-electrical equipment standards The 80079-36 standard specifies: the basic method and requirements for design, construction, testing and marking of non-electrical Ex equipment, Ex Components, protective systems, devices and assemblies of these products that have their own potential ignition sources and are intended for use in explosive atmospheres. Hand tools and manually operated equipment without energy storage are excluded from the scope of the 80079-36 standard. IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 3

Examples of non-electrical equipment Examples of non-electrical equipment are: couplings, pumps, gearboxes, brakes, hydraulic and pneumatic motors and any combination of devices to realise a machine, fan, engine, compressor, assemblies, etc. IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 4

Assessment Procedure The ignition hazard assessment procedure can be divided into the following steps: 1. Identification of ignition hazards (analysis of the ignition hazards and their causes), 2. Preliminary ignition hazard estimation and evaluation (estimation of the ignition hazards determined in step 1 regarding the frequency of their occurrence and comparison with the target EPL), 3. Determination of measures (determination of protective measures, if necessary, to reduce the likelihood of an ignition hazard according to step 2), 4. Finally ignition hazard estimation and categorisation (estimation of the ignition hazards regarding the frequency of occurrence after including protective measures determined in step 3), 5. Determination of the EPL, Temperature classification, Gas and Dust Group. IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 5

Step 1: Identification of Ignition Hazards Possible Ignition Sources Equipment Related Yes/No Reason Hot surfaces Yes Inside and outside - Gas compression, vane friction, particle ingress Mechanical sparks Yes Particles could produce hot-spots Flames, hot gases Inside compression temperature to be Outside No measured - gas temperature directly at Inside Yes exhaust Electrical sparks No Not present Stray electric currents and cathodic corrosion protection No Not present Static electricity Yes Vanes, lipseal, exhaust filter, float valve Lightning No Not present Electromagnetic waves No Not present Ionising radiation No Not present High frequency radiation No Not present Ultrasonic No Not present Adiabatic compression Yes Inside chamber Chemical reaction Yes Possible with process fluid/gas IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 6

Example with a non-metallic enclosure In order to understand the process of the different steps about the assessment in accordance with ISO 80079-36 we are going to proceed with a very simple example: the non-metallic enclosure IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 7

Step 1: Identification of Ignition Hazards 1 Ignition hazard analysis a b No. 1 Potential ignition source electrostatic discharge Description of the basic cause (Which conditions originate the ignition hazard?) parts of non metallic material with a surface resistance exceeding 1 GΩ IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 8

Step 2: First assessment 1 2 Ignition hazard analysis Assessment of the frequency of occurrence without application of an additional measure a b a b c d e No. 1 Potential ignition source electrostatic discharge Description of the basic cause (Which conditions originate the ignition hazard?) parts of non metallic material with a surface resistance exceeding 1 GΩ IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 9 during no ormal ope eration during ex xpected malfunction n X during ra are malfun nction not relev vant Reasons for assessment no charging during normal operation; material is an outer part of the casing; charging g could be done by a person (operator)

Malfunction definition Malfunction (ISO 80079-36 3.3.1): situation where equipment or components do not perform their intended function with respect to explosion protection Expected malfunction (ISO 80079-36 3.3.2): disturbance or equipment malfunction which normally occur in practice Rare malfunction (ISO 80079-36 3.3.3): 33): type of malfunction, which may happen, but only in rare instances. IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 10

Step 3: Determination of protective measures 3 Measures applied to prevent the ignition source becoming effective a b c Description of the measure References (standards, technical rules, experimental results known from literature) Technical documentation (evidence including relevant features listed in column ) largest area less than 2500 mm 2 ISO 80079-36, 5.7.5 c), 6.4.2 and 643 6.4.3 - specifications of the material - (6.4.2); - parts list, pos. Z; - drawing No. Y IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 11

Step 4: Concluding estimation and categorisation After applying the measure, the categorisation has to be done as follow: 4 Frequency of occurrence incl. all measures a b c d e f du uring normal operation during exp pected malfunc tion d uring rare ma alfunction No need for futher considera ation in resulting respect of th hazar EPL his ignition rd necessary res strictions X Ga Da X Gb Db X Gc Dc X * * If after applying the measure, the source of ignition remain available during normal operation then the equipment can t be used in explosive atmosphere IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 12

Step 4: Concluding estimation and categorisation 3 4 Measures applied to prevent the ignition source becoming effective Frequency of occurrence incl. all measures a b c a b c d e f Descriptio nofthe measure References (standards, technical rules, experimental results known from literature) Technical documentation (evidence including relevant features listed in column ) during norm mal operatio on ring expect ted malfunc ction malfunctio on during rare du No need for futher consid deration resulti ng EPL n respect of this ignitio on haz zard i restrictions s necessary largest ISO 80079- area less 36, 5.7.5 c), than 6.4.2 and 2500 mm 2 6.4.3 - specifications of the material - (6.4.2); - parts list, pos. Z; - drawing No. Y X Ga Da IIB IIIC IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 13

Second example with a ball bearing During its life a bearing has negligible heating during normal operation. Usually a bearing is designed according ISO 281 for a specified lifetime. Under these conditions, a malfunction is generally agreed as a rare incident. The maximum surface temperature is determined under the most adverse conditions (110 C). It is important to note that the maintenance of the equipment is part of the safety. in this case it would be requested to the user (in the instructions) to change the bearing before the end of the lifetime. IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 14

Step 1: Identification of Ignition Hazards 1 Ignition hazard analysis a b No. Potential ignition source Description of the basic cause (Which conditions originate the ignition hazard?) 2 hot surface hot surface of a ball bearing IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 15

Step 2: First assessment 1 2 Ignition hazard analysis Assessment of the frequency of occurrence without application of an additional measure a b a b c d e No. Potential ignition source Description of the basic cause (Which conditions originate the ignition hazard?) during no ormal ope eration during ex xpected malfunction n during ra are malfun nction not relev vant Reasons for assessment 2 hot surface hot surface of a ball bearing X bearing has negligible heating during normal operation IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 16

Step 3: Determination of protective measures 3 Measures applied to prevent the ignition source becoming effective a b c References Description of the (standards, technical Technical documentation measure rules, experimental results known from literature) The bearing is calculated according to ISO 281 for a specified lifetime. A malfunction is generally agreed as a rare incident under these conditions. The maximum surface temperature is determined under the most adverse conditions (110 C) ISO 80079-37 "c" (evidence including relevant features listed in column ) - test report no. about the thermal type test IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 17

Step 4: Concluding estimation and categorisation 4 Frequency of occurrence incl. all measures a b c d e f during normal operation during expected malfunction n during rare malfunction No need for futher consideration resulting EPL in respect of this ignition hazard necessary restrictions X Gb Db T4 IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 18

Third example: the breakdown of a bearing In a mixer, a stirrer is placed inside a vessel. A bearing ensure the good rotation of the stirrer in the vessel. The breakdown of the bearing of an EPL Gb equipment could cause grinding of a stirrer in a vessel (zone 0); the distance between the stirrer and the vessel may be unacceptably reduced. IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 19

Step 1: Identification of Ignition Hazards 1 Ignition hazard analysis a b No. Potential ignition source Description of the basic cause (Which conditions originate the ignition hazard?) 3 mechanical spark breakdown of the bearing of an EPL Gb equipment (gear) could cause grinding of a stirrer in a vessel (zone 0); the distance between the stirrer and the vessel may be unacceptably reduced IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 20

Step 2: First assessment 2 Assessment of the frequency of occurrence without application of an additional measure a b c d e eration during normal op malfunctio on during expected during rare malfu unction X not rele evant Reasons for assessment A breakdown of the bearing needs to be considered as a rare malfunction (for EPL Ga equipment), because this is not considered in EPL Gb equipment. Therefore, mechanical grinding cannot be excluded inside the vessel. IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 21

Step 3: Determination of protective measures 3 Measures applied to prevent the ignition source becoming effective a b c References (standards, Description of the measure The shaft feed through is designed with an additional emergency bearing to avoid contact between stirrer and vessel (sleeve bearing in EPL Gb; EPL of the gear remains unchanged) In addition the failure of the bearing will be controlled by a temperature monitoring and limiting system (ignition prevention type "b1"). Limiting temperature < 155 C. technical rules, experimental results known from literature) Clause 4, ISO 80079-37, 6.1 and 8.1 Technical documentation (evidence including relevant features listed in column ) - test report no. about the thermal type test - Instructions of the monitoring system (purchased from an external supplier) IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 22

Step 4: Concluding estimation and categorisation 4 Frequency of occurrence incl. all measures a b c d e f during normal operation during expected malfunction n during rare malfunction No need for futher consideration resulting EPL in respect of this ignition hazard necessary restrictions X Ga Da T3 IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 23

Step 5: Determination of the EPL, T C and Groups The results of the assessment will be to summarize for all sources of ignition identified in step 1: EPL of ignition identified in step 1: EPL, Temperature classification, Gas and Dust Group for the equipment. 4 Frequency of occurrence incl. all measures a b c d e f du uring norma al operation ed dur ring expect malfunction n nction rare malfu during ther n need for fut onsideratio No n co L his rd esulting EP respect of t nition hazar re in r ign No 1 X Ga Da IIB IIIC 2 X Gb Db T4 3 X Ga Da T3 4 X Gb Db IIC 5 X Gb Db IIB Resulting EPL including all existing ignition hazards: Gb Db IIB IIIC T3 neces ssary restric ctions IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 24

Marking of non-electrical Ex equipment In accordance with the draft ISO 80079-36 (31M/83/CDV) the marking of a non-electrical equipment would be: BEDELLE FR, = name AB 5 = type of equipment Ex h IIB T3 Gb = marking according to Ex symbol, the letter h, equipment group II, (subgroup IIB), temperature class T3, EPL Gb Ex h IIIC T155 C Db = marking according to Ex symbol, the letter h, equipment group III, (subgroup IIIC), maximum surface temperature T155 C, EPL Gb Ser. No. 32567 = serial number IECEx INE 16.0012X = certificate number with special conditions IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 25

Thank you for your attention Thierry HOUEIX Ex Certification Officer & Technical Advisor ExNBG Vice Chairman / IECEx Lead Assessor ISO/IEC SC31M MT80079-34 Convenor ISO/IEC SC31M MT80079-36 Project Leader Parc Technologique ALATA - B.P. 2 F-60550 Verneuil-en-Halatte +33 3 44 55 64 88 IECEx ExTAG Training Workshop The Hague 2014 Assessment of Non Electrical Equipment - 26 Thierry.Houeix@ineris.fr i i