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    Explosion-Proof Drives

    to EU Directive 94/9/EC

    Edition

    02/2003

    Drive Engineering Practical Implementation1056 0211 / EN

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    Practical Engineering - Explosion-Proof Drives to EU Directive 94/9/EG 3

    Contents

    1 Purpose of Explosion Protection..................................................................... 4

    2 Purpose of this Documentation....................................................................... 5

    3 Explosion Protection in Europe Today and Tomorrow................................ 6

    3.1 Useful Internet addresses ......................................................................... 7

    4 The New Protection Concept ........................................................................... 84.1 Overview of EU Directive 94/9/EC ............................................................ 84.2 Overview of EU Directive 1999/92/EC.................................................... 11

    5 Drives to EU Directive 94/9/EC....................................................................... 135.1 Conformity evaluation ............................................................................. 135.2 EC-type examination............................................................................... 135.3 Production quality assurance.................................................................. 145.4 Internal control of production .................................................................. 145.5 Declaration of conformity and CE marking.............................................. 145.6 Designation key for explosion-proof equipment...................................... 15

    5.7 Mechanical equipment according to EU Directive 94/9/EC..................... 175.8 Required accompanying documentation................................................. 18

    6 Gas Explosion Protection............................................................................... 196.1 Categorization......................................................................................... 196.2 Protection types ...................................................................................... 206.3 Protection type e standard for AC motors in zone 1............................. 236.4 Special features of speed-controlled AC motors..................................... 26

    7 Dust Explosion Protection ............................................................................. 287.1 Characteristic values for dust explosion protection in accordance with

    EN50281-1-1:1998.................................................................................. 297.2 New zone classification according to EC Directive 1999/92/EC ............. 327.3 Standards / design regulations for dust explosion protection.................. 33

    8 Application Examples..................................................................................... 348.1 Transportation of sacks / standard operating conditions......................... 348.2 Transportation of sacks / zone 22........................................................... 368.3 Transportation of sacks / zone 1 ............................................................. 38

    9 Service and Maintenance ............................................................................... 399.1 General maintenance.............................................................................. 409.2 Special maintenance............................................................................... 40

    10 A Comparison of Foreign Regulations.......................................................... 4110.1 North American regulations..................................................................... 41

    11 Overview of Standards ................................................................................... 43

    11.1 Figures.................................................................................................... 43

    12 List of References ........................................................................................... 44

    13 Glossary ........................................................................................................... 45

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    1

    4 Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC

    Purpose of Explosion Protection

    1 Purpose of Explosion Protection

    The purpose of explosion protection in industrial facilities consists of ensuring the safetyof the personnel and related production, storage, and distribution facilities. It is impossi-

    ble to completely avoid occurrences of explosive atmospheres. The majority of workprocesses may not be interrupted when explosive atmospheres occur.

    An explosive atmosphere is a mixture with air, under atmospheric conditions, of flamma-ble substances in the form of gases, vapors, mists or dusts in which, after ignition hasoccurred, combustion spreads to the entire unburned mixture. This process may evenstir up dust clouds due to the pressure resulting from the explosion.

    Explosion-proof equipment that avoids ignition sources or prevents an explosion fromspreading to the entire mixture can be used in potentially explosive environments.

    51299AXX

    Figure 1: Serious damages caused by an aluminum dust explosion [1]

    51300AXX

    Figure 2: Gas explosion in a silo [2]

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    Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC 5

    2Purpose of this Documentation

    2 Purpose of this Documentation

    This volume of the series Drive Engineering Practical Implementation contains infor-mation on the European Directive 94/9/EC on the design of explosion-proof equipment

    and its implementation in the area of drive engineering. Here, equipment refers to elec-trical motors, motors with integrated frequency inverters, reduction gear units, mechan-ical variable speed gear units and combinations of motors, gear units, and electricalequipment that operate directly in potentially explosive atmospheres.

    Additional informa-tion

    As a supplement to the SEW-EURODRIVE product documentation about explosion-proof drives (Figure 3), this document contains additional information and backgroundinformation.

    Guidelines and standards publications serve as supplements, while clarifying funda-mental differences with respect to current procedures.

    The new principles for certification, classification of areas, and project planning are ex-plained as well as typical application examples and important rules regarding the oper-ation of the equipment without going into details about products.

    Notes about deviating regulations concerning explosion protection in countries outsideEurope complete this documentation.

    51481AXX

    Figure 3: "Explosion-Proof Drives" catalog

    Explosion-Proof DrivesEdition

    11/2002

    Price Catalog1055 3711 / EN

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    6 Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC

    Explosion Protection in Europe Today and Tomorrow

    3 Explosion Protection in Europe Today and Tomorrow

    Regulations forequipment and

    systems

    There have been regulations for the operation of production facilities in potentially ex-plosive atmospheres since the beginning of industrial manufacturing. They are roughly

    divided into regulations on the condition of equipment and protective systems intendedfor use in potentially explosive atmospheres and regulations on the installation, opera-tion and maintenance of entire systems with special considerations for the protection ofworkers.

    Until today they differ partially from country to country, obstruct the flow of goods in spiteof the mutually agreed free movement of goods within the EU (EU agreement, article28), and do not include all theoretically potentially explosive equipment and systems.

    Uniform Europeansolution

    The new Directive 94/9/EC on the design and structure of equipment which can be usedin potentially explosive atmospheres was enacted with the goal of reaching a uniformsolution for the entire European Union (EU) and increasing the safety of personnel andsystems. It was adopted as law by individual states on September 1, 1995, and is es-tablished law since March 1, 1996, parallel to existing applicable individual regulations

    during a transition period. In the meantime, it was amended by EU Directive 1999/92/EC for the installation and operation of explosion-proof systems.

    Designations The acronym ATEX (Atmosphres Explosibles) has established itself as a designationfor the new guidelines. The EU Directive 94/9/EC (ATEX 100a) governs all regulationsconcerning the design and structure of explosion-proof devices, the EU Directive 1999/92/EC (ATEX 137) governs the safety of personnel during installation, operation andmaintenance of potentially explosive systems.

    Transitional peri-ods

    Starting July 1, 2003, only the Directives 94/9/EC and 19999/92/EC will be in force inthe EC. This comprehensive harmonization of explosion protection in the EU perma-nently removes all existing trade barriers in this area among the European countries.

    A transitional period is in effect until June 30, 2006 for all systems that were put to use

    prior to June 30, 2003, and did not meet the new regulation 1999/92/EC.

    Transitional periods of EU directives 94/9/EC and 1999/92/EC

    Introduction of94/9/EC

    Introduction of1999/92/EC

    Legal validity of94/9/EC and 1999/

    92/EC

    End of transitionalperiod for 1999/92/

    EC

    3/1/1996 1/28/2000 7/1/2003 7/1/2006

    Putting equipment into circulation

    Based on "old" regulations

    Based on 94/9/EC

    Construction of systems

    Based on "old" regulations

    Based on 1999/92/EC

    Converting existing systems

    to minimum requirements of 1999/92/EC

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    Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC 7

    3Explosion Protection in Europe Today and Tomorrow

    Of course, the Directive 94/9/EC also applies to all products manufactured outside theEC and imported into the EC. To provide an outside indication of conformity with Direc-tive 94/9/EC, explosion-proof equipment now carries the CE marking on the nameplate.

    In contrast to the regulations that are in effect during the transitional period, explosionprotection in accordance with 94/9/EC covers electrical as well as mechanical equip-ment and defines equipment categories for the first time.

    The assignment of equipment categories to the new danger zones is newly regulated inDirective 1999/92/EC.

    3.1 Useful Internet addresses

    Additional information about explosion protection can be found at the following Internetaddresses:

    European Union online:

    http://europa.eu.int/comm/enterprise/atex/index.htm

    Physikalisch-Technische Bundesanstalt (PTB), Braunschweig:

    http://www.explosionsschutz.ptb.de

    Deutsche Montan Technologie GmbH:

    http://www.dmt.de/gf/gf%5Fsa%5F02.html

    Federal Ministry of Labor and Social Affairs:

    http://www.bam.de/index4.htm

    Main Association of Industrial Social Insurance against Occupational Accidents:

    http://www.hvbg.de

    Federal Office for Material Research and Testing:http://www.bma.bund.de/index.cfm?F0D98AC704AB7AB1BD5BCCCE467E1

    Laboratoire Central des Industries Electriques (LCIE):

    http://www.lcie.fr/FR/home.cfm

    SEW-EURODRIVE GmbH & Co KG:

    http://www.sew-eurodrive.de/deutsch05_dokumentation/index_doku.htm

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    8 Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC

    The New Protection Concept

    4 The New Protection Concept

    The EU Directives 94/9/EC and 1999/92/EC form the basis of the new concept. EU Di-rective 94/9/EC is the harmonized European regulation for the design and structure of

    explosion-proof equipment; 1999/92/EC regulates the safe operation of this equipmentwith respect to personnel.

    This volume deals primarily with the design of the equipment, but it also addresses theuse of such equipment to facilitate understanding.

    4.1 Overview of EU Directive 94/9/EC

    EU Directive 94/9/EC is primarily intended for manufacturers of equipment and protec-tive systems.

    One of the fundamental changes in 94/9/EC compared to previous regulations is the factthat 94/9/EC does not directly refer to European standards.

    Minimum require-ments

    The Directive 94/9/EC defines minimum requirements for equipment and protective sys-tems for use in potentially explosive atmospheres.

    This makes it possible to build and certify equipment and protective systems for the firsttime that do not, or only partially, meet a valid explosion protection standard as long asthey meet the requirements of 94/9/EC. This is an important aspect when it comes toenabling solutions in the future that are not yet defined in a standard.

    Mechanicalequipment

    Yet another profound change in the course of the introduction of 94/9/EC is the integra-tion of mechanical (non-electrical) equipment in the explosion protection. However, thepractical implementation faces special difficulties since the respective standards of theEN 13 463 series (non-electrical equipment) are currently being created.

    Categorization According to 94/9/EC, the equipment is newly classified in groups, categories and pro-

    tection types.

    Group I, categories M1 and M2 for underground mines and Group II, category 1 for par-ticularly high safety requirements (zones 0 and 20) are special areas and, therefore, notdiscussed in any detail.

    This volume focuses on the equipment groups, categories and protection types (high-lighted in gray in the tables) that apply to gear units, motors, electrical and electronic in-stallations and sensors.

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    Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC 9

    4The New Protection Concept

    Categories According to EU Directive 94/9/EC (also referred to as ATEX 100a), explosion-proofequipment is divided into categories. The category indicates the level of protection of theequipment as well as the operating conditions.

    In addition, equipment must be identified for use in areas

    with explosive gas-air mixtures with the letter G

    with explosive dust-air mixtures with the letter D.

    Category1)

    1) Only the gray boxes are relevant to drives from SEW-EURODRIVE.

    Level of

    protection

    Guarantee of protection Operating conditions

    M1 Very high through two independent protectivemeasures, two errors may occurindependent of each other

    Equipment remains in operation withexisting explosive atmosphere

    1 Very high through two independent protectivemeasures, two errors may occurindependent of each other

    Equipment remains in operation withexisting explosive atmosphere

    M2 High suitable for normal operation andheavy conditions

    Equipment is switched off with exist-ing explosive atmosphere

    2 High Through a protective measure, suit-able for normal operation and fre-quently anticipated malfunctions, afault may occur

    Equipment remains in operation withexisting explosive atmosphere

    3 Normal Suitable for normal operation Equipment remains in operation withexisting explosive atmosphere

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    10 Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC

    The New Protection Concept

    Protection types The protection type indicates the method used to implement the explosion protection.

    Type of equipment Protection type1)

    1) Only the gray boxes are relevant to drives from SEW-EURODRIVE.

    Standard Description

    Motors (electricalequipment)

    d EN 50014 + EN 50018 Flameproof enclosure

    e EN 50014 + EN 50019 Increased safety

    i EN 50014 + EN 50020 Intrinsic safety

    n / nA EN 50014 + EN 50021 Non-sparking

    m EN 50014 + EN 50028 Encapsulation

    o EN 50014 + EN 50015 Oil immersion

    q EN 50014 + EN 50017 Sand filling

    2)

    2) No explicit protection types are specified for dust explosion protection.

    EN 50014 + EN 50281 Dust explosion protection

    Gear units (mechani-cal equipment)3)

    3) The standardization of protection types for gear units (mechanical equipment) has not been finalized yet.

    b EN 13463 P. 1 and 6 Protection by control of ignitionsources

    c EN 13463 P. 1 and 5 Design safety

    d EN 13463 P. 1 and 3 Flameproof enclosure

    fr EN 13463 P. 1 and 2 Restricted breathing

    g EN 13463 P. 1 and 4 Inherent safety

    k EN 13463 P. 1 and 8 Liquid immersion

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    Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC 11

    4The New Protection Concept

    4.2 Overview of EU Directive 1999/92/EC

    In contrast to EU Directive 94/9/EC, which specifies the equipment properties for themanufacturer, the EU Directive 1999/92/EC is directed at system operators. Besides

    various requirements for the installation and operation of systems, it also defines theclassification of the equipment category to the different danger areas (zones),

    System safety EU Directive 1999/92/EC deals with Minimum regulations to improve protection ofhealth and safety of workers at possible risk through explosive atmospheres.

    The system operator is required to:

    guarantee the safety of the system during the operating time,

    either prevent the formation of explosive mixtures in the system

    or prevent the ignition of explosive mixtures and

    at worst, reduce the harmful effects of an explosion to the extent that health and safe-ty of workers is guaranteed.

    create an explosion protection document and keep it current:

    Risk assessment Within a general and special assessment of explosion risks, the responsible operator di-vides the production facilities into zones that reflect the degree of danger in the frequen-cy and duration of occurrences of explosive atmospheres.

    The most important criteria for the zone classification are:

    probability and duration of occurrence of explosive atmospheres,

    possible ignition sources,

    interactions between facility, procedure and product

    scope of expected effects

    Supplementary to the classification of zones, the ignition temperature for gas and dustatmospheres and for dust as well as the smoldering temperature are important for riskassessment.

    excerpt from the Operational Reliability Regulation (BetrSichV, effective starting

    10-03-2002)

    Explosion protec-tion document

    (1) Independent of the number of employees, the employer must ensure as part of hisduties according to 3 that a document (explosion protection document) is createdand kept up-to-date.(2) In particular, the explosion protection document must show that the danger of explosion was determined and evaluated that appropriate measures were taken to achieve the objectives of the explosion

    protection which areas were divided into zones in accordance with appendix 3, and to which areas the minimum requirements in accordance with appendix 4 apply

    (3) The explosion protection document must be created before work is taken up. Itmust be updated if the tools and fixtures or the sequence of operations is changed,expanded or redesigned.

    Zone1)

    1) Only the gray boxes are relevant to drives from SEW-EURODRIVE.

    Probability of a potentially explosive atmosphere occurringGas Dust

    02)

    2) Not relevant for electrical drives

    202) Constant, long-time, often, the majority of times

    1 21 Occasionally, during normal operation

    2 22 Seldom, short-term

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    12 Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC

    The New Protection Concept

    Classification ofcategory - zone

    The following overview shows the use of equipment of certain categories in the respec-tive zones:

    Gas (G) explosion atmosphere Dust (D) explosion atmosphere

    Category1)

    1) Only the gray boxes are relevant to drives from SEW-EURODRIVE.

    For use in zones Category 1) For use in zones

    1G 0, 1 and 2 1D 20, 21 and 22

    2G 1 and 2 2D21 and 22

    22 + conductive dust

    3G 2 3D 22

    05990AXX

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    Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC 13

    5Drives to EU Directive 94/9/EC

    5 Drives to EU Directive 94/9/EC

    For explosion-proof equipment, the EU directive 94/9/EC defines

    which equipment falls under the directive

    the requirements for the equipment and its assignment to categories

    the certification of equipment and manufacturing site

    the responsibility of the manufacturer or the person putting it into circulation

    5.1 Conformity evaluation

    To assess the conformity, the manufacturer must first decide to which group and cate-gory his products belong.

    This volume deals exclusively with equipment of Group II for the use in areas that do notbelong to underground mining. As a further limitation, only categories 2 and 3 that are

    customary for drives are taken into account.

    5.2 EC-type examination

    Electrical equip-ment

    Electrical equipment of category 2 which also includes motors, motors with frequencyinverters and sensors of drive engineering must pass through an EC-type examinationat a notified body. If the submitted type meets the provisions of the Directive, the notifiedbody issues an EC-type-examination certificate. The certificate contains the name andaddress of the manufacturer, conclusions of the examination and the necessary dataffor identification of the approved type. A list of the relevant parts of the technical docu-mentation shall be annexed to the certificate and a copy kept by the notified body.

    Each notified body shall communicate to the other notified bodies the relevant informa-tion concerning the EC-type-examination certificate.

    The manufacturer shall keep copies of EC-type examination certificates and their addi-tions for a period ending at least 10 years after the last equipment was manufactured.

    Category Type Conformity through

    2

    Electrical unitsEG prototype test and Conformity based on type of construction or Production quality assurance

    Non-electrical unitsTechnical documentation to designated authority and internal pro-duction control

    3 All Internal production control

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    Drives to EU Directive 94/9/EC

    5.3 Production quality assurance

    In addition to the EC-type-examination certificate, a requirement for the approval of ex-plosion-proof electrical equipment of category 2 is that the production quality assurance

    is certified by a notified body und monitored permanently.

    5.4 Internal control of production

    Mechanicalequipment

    Mechanical equipment of category 2 and all equipment of category 3 are subject to in-ternal production control. This means that the manufacturer shall establish a designatedselection of documentation to cover the design, manufacture and operation of the prod-uct and keep it for a period ending at least 10 years after the last piece of equipment wasmanufactured. The manufacturer shall take all measures necessary to ensure that themanufacturing process guarantees compliance of the manufacture equipment with thetechnical documentation referred to above.

    5.5 Declaration of conformity and CE marking

    In all cases, the manufacturer draws up a declaration of conformity that certifies the con-formity of the equipment with the corresponding standards and regulations.

    The equipment receives a CE marking to provide an external indicator of the conformitywith European directives. The marking indicates not only conformity with 94/9/EC, butalso conformity to all concurrently applicable directives, such as Directive 89/336/EEC(Electromagnetic Compatibility).

    The low-voltagedirective does not

    apply to equip-ment accordingto 94/9/EC

    The Low-Voltage Directive 73/23/EEC, on the other hand, explicitly does not apply toequipment that is subject to the EU Directive 94/9/EC.

    However, all electrical equipment operated with explosion-proof equipment outside thepotentially explosive atmosphere, is subject to the low-voltage directive. The same ap-plies to protection, control and monitoring equipment installed in switch cabinets and, of

    course, to separate frequency inverters for speed control of motors.

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    5Drives to EU Directive 94/9/EC

    5.6 Designation key for explosion-proof equipment

    All explosion-proof electrical equipment continues to be designated with a uniform key.The complete designation became longer due to the addition of equipment group, cate-

    gory, distinguishing feature for gas or dust, and the listing of the designated authorityresponsible for certification.

    For example, an explosion-proof AC motor designated for use in zone 1 with protectiontype Increased Safety now carries the following identification next to the type designa-tion:

    EEx e II T3

    According to EU Directive 94/9/EC, the new designation is:

    0102 II 2G EEx e II T3

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    16 Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC

    Drives to EU Directive 94/9/EC

    EU Directive 94/9/EC links the protection types to the equipment groups, categories, ex-plosion atmospheres, minimum protection types and temperature classes. The CEmarking may be listed.

    Example: Equipment in "flameproof enclosure" protection type.

    0102 II 2 G E Ex d II C T3

    CE marking

    Code number of the notified body0102: PTB (Physikalisch-TechnischeBundesanstalt, Braunschweig)

    Marking of explosion protection(according to 94/9/EC)

    Unit group

    II: Use above ground

    Category

    2: for zones 1, 2, 21, 223: for zones 2, 22

    Potentially explosive atmosphere

    G: GasD: Combustible dust

    European standards EN

    Explosion protection

    Protection type

    d: Flameproof enclosuree: Increased safetynA: Protection type n; A: Non-sparking equipmentc: Mechanical safetyk: Liquid immersion

    Explosion group II

    Maximum width of gapA: d 0.9 mmB: 0.9 mm > d 0.5 mmC: 0.5 mm > d

    Surface temperature (C with dust)Temperature class (for gas)

    Limit temperatureT1: max. 450 CT2: max. 300 CT3: max. 200 CT4: max. 135 CT5: max. 100 CT6: max. 85 C

    The designation IIA, IIB and IIC applies in connection with protection type "d." Forall other protection types, only II is listed here.

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    5Drives to EU Directive 94/9/EC

    5.7 Mechanical equipment according to EU Directive 94/9/EC

    In contrast to electrical equipment, mechanical equipment exhibits important differencesfor use in potentially explosive atmospheres.

    In contrast to electrical equipment, the gas and dust explosion protection is cov-ered by the same standard series.

    Responsibility ofthe manufacturer

    After the standard series EN 13463 is available in the future, every manufacturer will beable to declare the mechanical equipment for use as equipment category 2 or 3 in directresponsibility as explosion-proof equipment for gas and dust atmospheres. In this con-text it is also important that the manufacturer approves the equipment of category 2 indirect responsibility for use in zones 1 or 21. For electrical equipment, an EC-type ex-amination is required.

    New protectiontypes

    The same standard also defines new protection types. In the future, different protectiontypes for mechanical equipment will be applicable.

    Category 3 To be able to designate gear units as equipment of category 3, the manufacturer must

    demonstrate fulfillment of EN 13463-1 Basic Methodology and Requirements. Thedesignation for this category does not contain any protection type.

    Category 2 If gear units must now be designated as equipment of category 2, two sections of thestandard series EN 13463 must be met. It is left to the manufacturer to decide which part( 2 8 ) will be met in addition to Part 1. The protection type is defined depending uponthe selected part. Of highest importance for gear unit engineering are the standardsEN13463-5 and EN13463-8. EN13463-5 is entitled Protection by constructional safetyand corresponds to protection type c. EN13463-8 is entitled Liquid immersion andcorresponds to protection type k.

    Since the standards series EN 13463 is still under development, no detailed informationconcerning the contents of protection types or the characteristic properties of these pro-tection types can be given here.

    Protection type Description Application

    cConstructonal safety

    according to EN13463-5

    An explosion protection type which uses structuralmeasures to ensure protection against possible igni-tion through moving components, generated hot sur-faces, sparks and adiabatic compressions.

    For all non-electrical equipment ofcategory 2G and 2D, provided thatthey do not have any ignition sourcesthat can be created through antici-pated faults.

    kLiquid immersion

    according to EN13463-8

    A protection type in which potential ignition sourcescannot become active or are separated from the ignit-able atmosphere, either through complete immersionin a protective liquid or through partial immersion and

    continuous wetting of its active surface with a protec-tive liquid, so that a potentially explosive atmospherethat can be located above the liquid or outside theequipment housing cannot be ignited.

    For all non-electrical equipment ofcategories 2G, 2D, 3G and 3D.

    ok!

    The explosion-proof gear units from SEW-EURODRIVE are always designed for appli-cations in categories II2G/II2D. They automatically meet the requirements of categoriesII3G/II3D, which means explosion-proof gear units of categories II2G/II2D can also beused in applications for categories II3G/II3D.

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    Drives to EU Directive 94/9/EC

    5.8 Required accompanying documentation

    Operating instruc-tions

    Each equipment must be accompanied by operating instructions including at least thefollowing particulars:

    general and specific safety instructions,

    definite information for the identification of the unit, analogous to the nameplate,

    definite information on the intended use,

    warning about the consequences on non-intended use which occurs empirically,

    important technical data and drawings / diagrams for assembly, installation, startupand maintenance

    detailed instructions for safe assembly and dismantling (if required), installation, star-tup and operation,

    detailed information for safe removal of malfunctions and maintenance,

    including all required diagrams and drawings for this purpose.

    Language of coun-try of use

    The operating instructions must be available in the language of the country in which theequipment is to be used and in the original language.

    Availability atinstallation site

    The operating instructions is an important document that accompanies the installation,startup and maintenance or troubleshooting or repair with binding and safety-relevantinstructions and information. It is part of the equipment and must always be available forwork with and on the equipment.

    The equipment supplier provides the operating instructions together with the equipmentupon delivery of the drive to the mechanical and systems engineer. The systems engi-neer is responsible for forwarding the instructions to the operator of the system.

    Declaration of con-formity

    In addition, every equipment must be provided with the conformity declaration of themanufacturer and, if necessary, a copy of the EC-type examination certificate.

    51294AXX

    Figure 4: Operating instructions as mandatory accompanying documentation

    ExplosionsgeschtzteVerstellgetriebe

    VARIMOTundZubehr

    Ausgabe09/2000

    Betriebsanleitung10506802/DE

    ExplosionsgeschtzteVerstellgetriebe

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    Betriebsanleitung10506004/DE

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    Typenreihen R..7, F..7, K..7, S..7, SpiroplanW

    Ausgabe

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    Drive Engineering - Practical Implementation Explosion-Proof Drives to EU Directive 94/9/EC 19

    6Gas Explosion Protection

    6 Gas Explosion Protection

    6.1 Categorization

    The EU Directive 94/9/EC adopts essentially the existing statutes for electrical equip-ment and supplements them by the classification into categories.

    Ignition tempera-ture

    After determining the danger level and subsequently the zone through the systems op-erator, the systems operator determines the ignition temperature for the possible gasmixture.

    Temperature class/ explosion group

    The temperature class T.. is derived from the ignition temperature. Yet another char-acteristic of the gas-air-mixture is the explosion group, i.e., the ability for transmissionof internal ignition (relevant for protection type d). Here, the dangerous nature increasesfrom explosion group IIA to IIC. Gases of explosion group IIC are the most dangerousones.

    Gases and vaporsIgnition tem-perature C1)

    Temperature class1)

    Explosion group1)

    T1 [C] T2 [C] T3 [C] T4 [C] T5 [C] T6 [C]IIA IIB IIC

    > 450 300 ... 450 200 ... 300 135 ... 200 100 ... 135 85 ... 100

    Ethanal 140

    Acetone 540

    Acetylene 305

    Ammonia 630

    Benzine 220 - 300

    Benzene (pure) 555

    Cyclohexanone 430

    Diesel fuels 220 - 300

    Ethanoic acid 485

    Acetic anhydride 330

    Ethane 515

    Ethyl acetate 460

    Ethyl alcohol 425

    Ethyl chloride 510

    Ethylene 425

    Ethyl ether 170

    Ethyl glycol 235

    Heating oils 220 - 300

    Carbon oxide 605

    Methane 595

    Methanol 455

    Methyl chloride 625

    Naphthalene 540

    n-butane 365

    n-butyl alcohol 340

    n-hexane 240

    Phenol 595

    Propane 470

    Carbon bisulphide 95

    Hydrogen sulphide 270

    City gas 560

    Toluol 535

    Hydrogen 560

    1) No responsibility is accepted for the accuracy of this information; please verify in particular cases at appropriate authority!

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    Gas Explosion Protection

    Unit category The next step consists of determining the equipment category. Essential criteria forthis purpose include:

    the zone

    conditions at the site that could make a uniform equipment outfit necessary

    6.2 Protection types

    In the case of several possibilities, the specification of the protection type is influencedby the following aspects:

    the costs

    typical country-specific practices

    conditions at the site that could make a uniform equipment outfit necessary

    the operating mode

    51291AXX

    Figure 5: Motor with protection type "Increased Safety," II2GEExe design

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    6Gas Explosion Protection

    Protection type Description Application

    d

    Flameproof enclosurein accordance with EN

    50018

    Potential ignition sources are enclosed in a flameproofhousing in such a way that the explosive gas mixturemay enter and possibly ignite, but the mixture burntinside is forced to cool off on its way to the outside bymeans of ignition gaps. The temperature which isnow lower and not dangerous prevents an ignition ofthe external atmosphere. The gas-air-mixtures areclassified into explosion groups depending upon theirignitability and explosive force. The construction offlameproof housings is dependent upon the maximumexperimental safe gap of the ignition gap. In principle,the designation of the flameproof equipment includesthe explosion group.

    Within the scope of electrical drive

    engineering primarily for equipmentwhere its operation may createsparks: collector, commutator, andslip ring units, mechanical brakes.Also used for squirrel-cage motors ifvery high danger potentials arepresent, if the chopping operationchanges the motor from thermally crit-ical stator to thermally critical rotorthat can no longer be protected viaPTC thermistor, or if electronic speedcontrol is required for application inzone 1.

    e

    Increased safety inaccordance with EN50019

    To reduce the risk of sparking during operation, special

    construction measures are taken, such as: maintaining minimum safe gaps, observing creepage clearances and distances, special selection of enameled wires, careful selection of utilized plastics and insulating

    materials.

    To prevent excessive surface temperatures, the criti-cal components are taken into consideration in theelectrical specification. The verification of maintainingpermitted surface temperatures must be carried outthrough complicated measurements. An error must beobserved in the specification of the equipment and thesubsequent test.The sum of these measures practically rules out theignition of air-gas-mixtures.

    Special monitoring of potential ignition sources withmotor protection switch or PTC thermistors ensuresthat a temperature rise to ignitable temperatures doesnot occur.With a stalling of the motor at operating temperaturecondition, the motor protection switch must switchoff the motor at the specified Ia/In within the tE time.If PTC thermistors (TF) are used as the only moni-toring device, a tA time is determined and specified.With a stalling of the rotor, the TF must trip in cold con-dition within this time period.

    This protection type is applicable only

    for equipment for which sparking istypically not expected. Within thescope of electrical drive engineering,protection type e in the power rangeup to approx. 50 kW is applied prima-rily for continuous duty squirrel-cagemotors in zone 1 with fixed supplyvoltage and frequency. In exceptionalcases (single certification), electroni-cally speed-controlled squirrel-cagemotors can also be designed as e.Single certifications for operatingmodes S2, S3 and S4 are also possi-ble up to certain limits. In addition, eis frequently used in combinations

    such as with d: e.g., explosion-proofmotors with terminal box in e.

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    Gas Explosion Protection

    Protection type Description Application

    i

    Intrinsic safety inaccordance with EN

    50020

    Intrinsically safe electric circuits are defined by the fact

    that a power limitation in the case of a malfunctionensures that neither a spark nor a thermal effect arecapable of causing an ignition of explosive atmo-spheres.

    Intrinsically safe equipment within the

    scope of electrical drive engineeringare, for example, all types of sensors.

    nANon-sparking in accor-dance with EN 50021

    The construction and specification requirements ofprotection type nA correspond largely to those of pro-tection type e. The major difference lies in the factthat only undisturbed operation (no faults) must betaken into account for protection type nA.

    Protection type nA is used primarilyfor equipment of category 3G.

    nA

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    6Gas Explosion Protection

    6.3 Protection type e standard for AC motors in zone 1

    The protection type e was developed in Germany several decades ago and has provenitself in practical applications. This protection type made its way into international stan-

    dards by means of IEC 60079-7 and was subsequently accepted into the series of har-monized European standards as EN 50019.

    "e": extremelyeconomical

    In contrast to protection type d, increased safety is a very economical and space- andtime-saving protection type that is now widely used in Europe.

    The use of protection type e in zone 1 for squirrel-cage motors in the range up to ap-proximately 50 kW is now given priority in Europe. In Germany, 75 to 80% of the motorsin zone 1 are protected in accordance with e.

    Principle The principle of protection type e lies in avoiding ignition sources. The operating prin-ciple of the asynchronous motor does not allow any sparking during operation. Con-structive measures ensure that any possible risk factors due to breakdowns and equip-ment failures are reduced to a minimum.

    Continuous duty For all motors that are used primarily as continuous duty, the remaining main risk,overload and therefore increased surface temperature, is controlled by proven monitors.

    Sole protectionthrough motorprotection switch

    Motor protection switches approved by a notifed body must be set to the rated currentof the motor. The tripping time of the protection switch can be determined by means ofthe characteristic curve of the protection switch and the starting current ratio IA/IN of themotor. It must be shorter than the tE time of the motor.

    Sole protectionthrough PTC ther-mistor

    PTC thermistors are built into the motor winding. They are connected to an approvedPTC thermistor trip switch. If the motor, starting in cold condition, is connected to thepower supply system in stalled condition, the time tA passes until the PTC thermistor trip

    switch responds. As a prerequisite, the motor must be a stator-critical motor, i.e., thehighest temperature increase occurs in the stator. Here, the starting current ratio I A/INhas the same significance as with a motor protected by a motor protection switch.

    Protectionthrough motorprotection switchand PTC ther-mistor

    The safety is increased significantly. Only the monitoring principle with motor protectionswitch is certified.

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    Gas Explosion Protection

    Type examina-tion certificate

    The demonstrated properties of the motors under specified voltage and frequency con-ditions within the scope of the EC-type examination in connection with the monitoringsystem are recorded on the examination certificate of the notified body.

    Limitations for "e" With the exception of complicated single certifications, protection type e is not pos-sible in the following cases:

    AC squirrel-cage motors for intermittent operation, switching operation, short-termoperation and others that cannot be reliably protected against overload,

    electrical machines with sliprings, commutators, and collectors (sparking),

    operation with frequency inverter.

    In these cases, the usual protection type is flameproof enclosure "d".

    The following diagram shows the sample temperature variation on a motor with blockedshaft. Due to the fault, the motor heats up rapidly and can reach critical temperatureswithin a short period of time. The temperature climbs from the rated temperature N dur-

    ing the heating period tE to the maximum permitted surface temperature T3 = 200 C.

    To effectively protect the motor against inadmissibly high temperatures, the disconnec-tion of the motor from the power supply system must be carried out in a time that is short-er than the heating time tE.

    51015AXX

    W = Maximum permitted winding temperatureN = Steady-state temperature of the motor in operation without malfunctionsamb = Ambient temperature

    200

    175

    150

    125

    100

    75

    50

    25

    0

    [C]

    amb

    N

    W

    tE

    t

    T3

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    6Gas Explosion Protection

    For this purpose, special motor protection switches with a trip characteristic accordingto EN50019 were used ( following chart).

    In practice, this means for motors with protection type "e" that the heating time tE de-pendent upon the ratio of starting current to rated current (I

    A/I

    N) must fall above the trip

    characteristic (M). The switch-off time of the motor protection switch must fall belowthe trip characteristic (S).

    Example Drive in accordance with II 2G EEx e II T3: eDT80N4 / tE = 22 s / IA/IN = 4.4

    51016AXX

    S = Range of protection deviceM = Range of motors

    5

    10

    20

    40

    60

    120

    1 1.5 2 43 5 6 7 8 9 10

    EN 50019

    tE

    [s]

    IA/IN

    M

    S

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    Gas Explosion Protection

    6.4 Special features of speed-controlled AC motors

    With the exception of mechanical variable speed gear units, todays squirrel-cage mo-tors in connection with frequency inverters are typically speed-controlled.

    The explosion protection of such drives must be solved differently than that for equip-ment linked directly to the power supply system because

    voltage and frequency are variable,

    the variable speed also influences the thermal development due to the different cool-ing effect of the fans.

    A distinction is made between explosion-proof motors with inverters outside of the dan-ger zones and motors with integrated frequency inverters.

    Use of category2G in zone 1

    The inverter-supplied drives listed first of category 2G for zone 1 can be designed asprotection type d or e.

    The design in e is complicated, generally too expensive for individual drives, and dueto the mandatory conformity declaration of every combination of inverter, motor, andmonitoring system with the intended function often also unacceptable with respect to thedelivery time.

    However, the flameproof motor can be tested as type independent of the individual in-verter make, taking into account the maximum speed setting range for the inverter op-eration.

    Thermal monitoring of the flameproof motor is carried out through PTC thermistors assole protection. The inverter current must be limited to a maximum value of 2 x IN. Thefrequency may not exceed 110% of the tested frequency.

    Explosion-proof inverter motors for zone 1 are delivered exclusively in flameproof enclo-sure.

    Use of category 3in zone 2 or 22

    Speed-controlled applications in zone 2 and 22 are designed preferentially with ACsquirrel-cage motors of category 3 and frequency inverters approved according to tech-nical specifications in the switch cabinet outside the potentially explosive zone. This re-quires that the motor is operated with limited torque. The thermal monitoring is carried

    out exclusively with PTC thermistors and approved tripping unit.

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    6Gas Explosion Protection

    MOVIMOTinverter motors of category 3D are also recommended for operation in zone22.

    51283AXX

    Figure 6: Geared motor with integrated MOVIMOTfrequency inverter in II3D design

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    Dust Explosion Protection

    7 Dust Explosion Protection

    Today, the dust explosion protection receives a more appropriate significance with thenew zone classification according to EU directive 1999/92/EC. Dust explosions occur

    more frequently than expected. Here, dusts from food and feed are prominent.Until now, the dust explosion protection was regulated imperfectly. A majority of theelectrical equipment used in zone 11 was not certified until now.

    51284AXX

    Figure 7: Brake motor in II3D design (dust explosion protection)

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    7Dust Explosion Protection

    Difference com-pared to gas

    In contrast to explosion protection with gas atmospheres, the following must be ob-served for dust:

    dust does not evaporate but deposits itself in an increasingly thicker layer

    the dust explosion protection is highly dependent upon the operating conditions.An ignitable gas atmosphere can be diluted through strong venting to the point that nodanger of explosion exists any longer. If the same procedure is used for dust accumu-lations, they are whirled up, distributed and form additional sources of danger. The dustlayers obstruct the cooling of the equipment and, thereby form an additional ignition risk.This means that periodic cleaning of the respective equipment is absolutely mandatoryfor the dust explosion protection.

    For this reason, three characteristic values are used for the atmosphere of ignitabledusts:

    Ignition temperature

    Smoldering temperature

    Maximum surfacetemperature

    7.1 Characteristic values for dust explosion protection in accordance withEN50281-1-1:1998

    Smoldering tem-perature

    The lowest temperature of a hot surface at which a deposited layer of flammable dustwith a thickness of 5 mm barely ignites is referred to as smoldering temperature T5mm.

    Ignition tempera-

    ture

    The lowest temperature at which a dust cloud (dust-air-mixture) with flammable dust of

    a particle size between approx. 0.02 and 0.4 mm and a concentration between 20 g/m3

    and 2 kg/m3 barely ignites is referred to as ignition temperature TCI.

    Maximum surfacetemperature

    The maximum surface temperature that a unit reaches during rated operation and mal-functioning operation is referred to as maximum surface temperature Tmax and is partof the equipment designation.

    Reference temper-ature

    Unless otherwise indicated, this temperature information refers to a maximum ambienttemperature of 40 C.

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    Dust Explosion Protection

    Interaction The possible change between whirled-up and deposited dust is treacherous: the in-creased dust concentration in the dust cloud tends to reduce the danger of explosion,the larger thickness of the deposited layer increases it.

    For this reason, a sufficient safety range must be maintained between the permitted sur-face temperature of the equipment and the ignition and smoldering temperature of thedust.

    Interrelationships between the maximum surface temperature and the smoldering or ig-nition temperature:

    Tmax = T5 mm - 75 K

    Tmax = 2/3 TCI

    For the specification of the maximum permitted surface temperature of the equipment,the smaller of the two values Tmax must be taken into account.

    Example A grain silo is to be equipped with drives. The values for Tmax from the table "Tempera-ture characteristic of selected dust types" amount to 215 C from the smoldering tem-

    perature table and 280 C from the ignition temperature table. The maximum permittedsurface temperature may not exceed 215 C.

    If dust deposits above 5 mm can be expected, the maximum permitted surface temper-ature of the equipment must be reduced accordingly. The following group of curves fur-nishes reference values:

    50267AXX

    Figure 8: Smoldering temperature in reference to layer thickness

    400

    400C T5mm

    320C T5mm 400C

    250C T5mm 320C

    300

    200

    100

    00 10 20 30 40

    a [mm]50

    Tmax [C]

    T5mm

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    7Dust Explosion Protection

    The following table contains an overview of solid matters that may cause danger of ex-plosion in dust form as clouds or deposits:

    Material designation

    Dust cloud Dust deposit

    Ignition Temperature1)

    [C]

    1) No responsibility is accepted for the accuracy of this information; please verify in particular cases at ap-

    propriate authority!

    Tmax1)

    [C]

    Smoldering tempera-

    ture1)

    [C]

    Tmax1)

    [C]

    Aluminum 530 353 280 205

    Cotton 560 373 350 275

    Brown coal 380 253 225 150

    Iron 310 207 300 225

    Grain 420 280 290 215

    Wood dust 400 267 300 225

    Cocoa 580 387 460 385

    Rubber 460 307 220 145Cork 470 313 300 225

    Magnesium 610 407 410 335

    Milk powder 440 293 340 265

    Paper 540 360 300 225

    Polyvinyl acetate 500 333 340 265

    PVC 530 353 380 305

    Soot 620 413 385 310

    Sulphur 280 187 280 205

    Soya 500 333 245 170

    Starch 440 293 290 215

    Hard coal 590 393 245 170

    Tobacco 450 300 300 225

    Tea 510 340 300 225

    Peat 360 240 295 220

    Wheat flour 480 320 450 375

    Zinc 570 380 440 365

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    Dust Explosion Protection

    7.2 New zone classification according to EC Directive 1999/92/EC

    The introduction of Directive 1999/92/EC results in fundamental changes for the atmo-sphere of flammable dust.

    The adoption of the IEC classification of potentially explosive atmospheres with ignitabledust-air-mixtures in 3 zones is new (Figure 9):

    Zone 20 (zone 10 until now),

    Zone 21 (zone 10 or 11 until now), and

    Zone 22 (zone 11 until now).

    Comparison:"old" and "new"zones

    It must be observed here that areas of the old zones 10 and 11 do not automaticallychange over to zones 20, 21 or 22. The zone classification must be verified in accor-dance with the new requirements. This situation will intensify after 1 July 2003 (end oftransitional period), because only equipment approved for the new zone classificationmay be sold as of that date.

    For this reason, system operators should inform themselves early about the new zoneclassification.

    Help It is highly recommended that the system operator consult the proper monitoring author-ity (e.g. UL) or employers liability insurance association if any uncertainties exist.

    05992AEN

    Figure 9: Change in zone classification

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    7Dust Explosion Protection

    7.3 Standards / design regulations for dust explosion protection

    The requirements of EU Directive 1999/92/EC for electrical equipment were implement-ed with the introduction of EN60079-14 (installation regulations) and EN50281-1-2

    (equipment regulations).In contrast to gas explosion protection for electrical equipment with several protectiontypes, there are no different protection types for gas explosion protection.

    IP enclosures One of the decisive design criteria for equipment used in potentially explosive dust at-mospheres is the fulfillment of certain IP enclosures (protection from foreign matter en-tering the equipment in accordance with EN 60529).

    Electrical equipment of category 3 is required to meet at least IP54, for category 2 atleast IP6X is required. Figure 10 shows a test object in the dust protection test chamber.

    IP Enclosure Description Application

    IP65Dust-proof housings

    according toEN50281-1-1

    The housing is designed so that dust cannot enter thehousing. For this reason, ignition sources inside the

    housing no longer need to be considered. Only thehousing itself can represent an ignition source (surfacetemperature). Constant temperature monitoring of thehousing allows for implementing an effective protec-tion.

    For all electrical equipment withenclosed housing and monitoring of

    surface temperature.

    IP54Dust-proof housings

    according toEN50281-1-1

    The housing is designed so that dust cannot enter thehousing in dangerous quantities. For this reason, igni-tion sources inside the housing no longer need to beconsidered. Only the housing itself can represent anignition source (surface temperature). Constant tem-perature monitoring of the housing allows for imple-menting an effective protection.

    For all electrical equipment of cate-gory 3D with enclosed housing andmonitoring of surface temperature.

    IP65

    IP54

    51293AXX

    Figure 10: Variable speed geared motor in dust protection testing chamber

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    Application Examples

    8 Application Examples

    8.1 Transportation of sacks / standard operating conditions

    Pusher A pusher at the end of the belt moves the sacks into the palletizer. The pusher isswitched 900 times / h and powered with a 4-pole helical-bevel geared motor with brakevia a gear rack. The brake stops the pusher at the end positions.

    Based on friction forces, mass moments of inertia and pinion diameter at the outputshaft, the following data can be calculated:

    Mos = 70 Nm nos = 130 min

    -1

    For this reason, a helical-bevel geared motor KA37 DT90S4/BMG

    50194AXX

    Figure 11: Pusher drive

    with the following data is used:

    Pmot = 1.1 kW

    Mos = 0 79 Nm

    SEW operating factor -fB = 2

    nos = 133 min1

    i = 10.49

    51285AXX

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    8Application Examples

    Palletizers The palletizer works as a hoist without counterweight and is powered by an 8/2-polegeared motor with brake.

    Hoist data

    vhub = 0.6 ms-1

    mmax = 400 kg 50 cycles / hour

    Results in the following calculation:

    Pmax = approx. 2.7 kW Mstat = ca. 200 Nm

    A parallel shaft helical geared motor

    FA57 SDV112M8/2/BMG

    with the following data is selected:

    P = 0.8 / 3 kW nos = 32 /129 min

    -1

    i = 21.17 Wbr_max= 55.81 Ws

    50223AXX

    Figure 12: Palletizer drive

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    Application Examples

    8.2 Transportation of sacks / zone 22

    The same machine combination is to be delivered for a palletizer to push off flour sacks.The operator prescribes explosion hazard in accordance with zone 22 for this area. Any

    occurrence of explosive flour dust is expected to be rare and only short-term. The equip-ment of category 3D approved for operation in zone 22 must fall below the following tem-perature limit values with their maximum surface temperature:

    from ignition temperature: 480 C temperature limit = 2/3 480 C = 320 C

    from smoldering temperature: 450 C temperature limit = 450 C - 75 K = 375 C

    Pusher The following applies to the pusher: it must be guaranteed that the maximum permittedsingle-shot braking work for the respective brake is not exceeded. Since the maximumbraking work of the BMG brake is not reduced in category 3D, it is possible to fall backon the calculation of the output drive.

    The thermal utilization of the motor by the switching operation may not exceed the ther-

    mal classification range B. It is not possible to use a motor protection switch for moni-toring purposes. The bimetal has a small time constant and tends to trip after only a fewswitchings.

    With the required 900 switchings/h, the drive can be meaningfully protected with PTCthermistors TF only. The calculation for this drive example is:

    Zperm = Z0 KJ KM KP 900 switchings/h Zperm = 2200 0.8 1 0.6 = 1050 switchings/h

    The drive in use is a helical-bevel geared motor KA37 DT90S4/BMG/II 3D 120 in II3D120 design.

    51287AXX

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    8Application Examples

    Palletizers Explosion-proof pole-changing drives are limited in their adaptability to changing oper-ating conditions. For this reason, we decided to drive the palletizer with a certified invert-er drive consisting of a 4-pole geared motor and MOVITRAC31C frequency inverteralso with respect to future adaptation to other procedures.

    The calculation results in a parallel shaft helical geared motor

    type FA57 DV112M4/BMG/II3D T120which is powered by the

    MOVITRAC31C frequency inverter of type MC31C 030-503-4-00.

    51317AXXParallel shaft helical geared motor in shaft-mounted version, dust explosion protectiondesign II3D 120 and MOVITRAC31C frequency inverter

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    Application Examples

    8.3 Transportation of sacks / zone 1

    The operating range is defined as zone 1 for the use in a chemical plant. Explosive gasmay occur occasionally during normal operation.

    Pusher A brake motor of II2G Eex ed IIB T3 design is selected for the clocked pusher, typeeDT90S4/BC2/HR/TF with 1.1 kW.

    The starting frequency test is identical with that listed under 8.2.:

    Zperm = 2200 0.8 1 0.6 = 1050 switchings/h 900 switchings/h

    The designation for the complete geared motor is KA37 eDT90S4/BC2/HR/TF with i =

    10.49.

    In addition, it must be checked whether the single-shot maximum braking work for theBC2 brake is not exceeded. The calculation results in a braking work of 70 Ws. The max-imum braking work of the BC2 brake with approx. 500 Ws for 900 switchings/h is muchhigher.

    Palletizers If a frequency inverter is used for exact positioning of the hoist drive of the palletizer, aflameproof brake motor is required that is powered by a MOVITRACor MOVIDRIVE

    frequency inverter.

    Explosion-proof motors are approved for inverter operation with a certain maximumspeed setting range based on their type examination. Unlike protection type IncreasedSafety, they are not tied to certain frequency inverters. Thermal monitoring of the flame-proof motor is carried out through PTC thermistors as sole protection. The inverter cur-rent must be limited to a maximum value of 2 x IN. The frequency may not exceed 110%of the tested frequency.

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    9Service and Maintenance

    9 Service and Maintenance

    All service and maintenance work must be performed by qualified personnel according

    to EU Directive 1999/92/EC. It must be guaranteed that no additional explosion risk ex-ists during service and maintenance work.

    In Germany, the EU Directive 1999/92/EC was converted to become national lawthrough the new Operational Reliability Regulation (Betriebssicherheitsverordnung,

    BetrSichV) dated October 3, 2002. The new operational reliability regulation invalidatesa number of German regulations effective until June 30, 2003, the end of the transitionalperiod for the introduction of EU Directive 1999/92/EC, such as:

    ElexV

    Acetylene regulation

    Operational reli-ability regulation

    Extreme care All work performed in this context must be carefully documented.

    A provisional maintenance due to time constraints for the purpose of maintaining pro-duction contradicts the notion of protection and is not allowed.

    For all assembly and disassembly work, the respective documentation of the manufac-turer must be followed in any case.

    For service and maintenance, a distinction must be made with respect to general main-tenance and special maintenance.

    Applicable Directive of the

    European Union

    Corresponding German law

    94/9/EC: Distribution (production)of explosion-proof equipment

    Equipment safety law Explosion protection regulation

    1999/92/EC: Operation (mainte-nance) of explosion-proof equip-ment

    Labor protection law Equipment safety regulation

    Original text of operational reliability regulation

    Qualification of personnel (7) Qualified personnel as defined by this regulation arethose individuals who possess the necessary technicalknowledge for testing tools and fixtures based on theirtechnical training and current work experience.

    Testing after repair (3) The employer must ensure that tools and fixtures aretested for safe operation by qualified personnel followingrepair work that may impact the safety of tools and fix-tures.

    Documentation of test results The employer must document the test results according to10. The appropriate authority can demand that thesedocuments are also made available at the operating loca-tion. The documents must be kept for a reasonable time,but at least until the next test. If tools and fixtures subjectto 10 section 1 and 2 are used outside the company, theyhave to be accompanied by a proof of the performance ofthe last test.

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    Service and Maintenance

    9.1 General maintenance

    General maintenance includes all work that does not deal with explosion protection. Thisincludes, for example, replacing bearings, replacing gaskets, etc. In performing this

    work, only genuine spare parts from the manufacturer or spare parts approved by themanufacturer may be used.

    Qualification ofpersonnel

    The work is performed by qualified personnel according to the operational reliability reg-ulation. This includes work for which the explosion-proof housing of an equipment mustbe opened. For this type of work, special care should be paid to the ignition gap. If thedamaged parts are replaced by genuine spare parts from the manufacturer, it is not nec-essary to consult an expert.

    The following applies to general maintenance:

    It is not necessary to obtain a certificate about the continued suitability with respect toexplosion protection. It is nevertheless advisable to document the work performed.

    9.2 Special maintenance

    Special maintenance includes all work that concerns the explosion protection of theequipment. This includes the maintenance of the winding of a motor of protection typeIncreased Safety or work on the ignition gaps of a flameproof equipment.

    To perform this type of work, an appropriate technical equipment of the repair facility andqualification of the repair personnel is required.

    Individual test The equipment must be tested after maintenance. These tests encompass, for example,the test of the motors temperature rise with locked rotor for the rewinding of a motor ofprotection type e.

    Certificate For example, if the ignition gaps of flameproof equipment are damaged by scratches,

    these components must be replaced with genuine spare parts from the manufacturer.However, qualified personnel can check the components for continued usability and is-sue an appropriate certificate if the test is positive.

    A test must also be performed by qualified personnel if the damaged parts are replacedwith appropriate components that are not from the manufacturer. This includes partssuch as those made by the repair facility.

    The following applies to special maintenance:

    Only qualified personnel may perform maintenance work. The measures taken must bedocumented. In addition, the work performed is noted on the equipment. If an equipmentis repaired by the manufacturer or tested by the manufacturer following a repair, an ex-amination is not necessary. In this case, the manufacturer certifies that the equipment

    meets the requirements of the explosion protection.

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    10A Comparison of Foreign Regulations

    10 A Comparison of Foreign Regulations

    IEC vs. North

    American regula-tions

    Most international rules and regulations concerning explosion protection are similar in

    so far as they are all based on the central regulation body of the IEC (International Elec-trotechnical Commission). It defines the fundamental principles of explosion protection,zone classification, and design requirements although at present only for electricalequipment. All Asian, African, Central and South American countries as well as Australiaand New Zealand are also influenced by the IEC, as are the countries of the EuropeanUnion and all other European countries. Only the North American continent with the USand Canada represents an exception, but one which affects all others as entry restric-tions to this market.

    At a closer look, certain countries in Asia and Central and South America that are heavilyinfluenced by American companies feature particular regulations that are derived fromAmerican rules and mostly in the form of factory regulations. In principle, orders fromnon-EU countries should be checked with respect to the rules that are in force for appli-

    cations in potentially explosive atmospheres.

    10.1 North American regulations

    Traditional classand division

    In the US and Canada, potentially explosive atmospheres are defined as

    Class I for flammable gases, vapors, mists,

    Class II for flammable dusts, and

    Class III for fibers and lint from textiles.

    Depending on the frequency and duration of dangerous concentrations, the atmo-spheres are divided further into

    Division I and

    Division II.

    This is the traditional classification until now.

    IEC influence The zone classification according to IEC has been effective in Canada since 1988 andin the US since 1996 for all areas of Class I. In Canada, the zone classification is sincemandatory for all newly constructed systems; in the US, the user can decide on the sys-tem that is best suited for his purpose.

    In addition, explosive gases, vapors and mists of Class I are divided into groups A, B, Cand D. Flammable dusts of Class II are differentiated according to groups E, F and G.

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    A Comparison of Foreign Regulations

    In contrast to the European regulations based on the IEC, group A is the most danger-ous gas group, with decreasing danger to group D.

    Confusing is the fact that Canada, in connection with the compulsory introduction ofzone classification in accordance with IEC, also performs a classification of the explo-siveness of gases in accordance with the IEC for all new systems effective 1988; here,group C is the most dangerous one.

    The surface temperatures of the equipment are classified into temperature classes T1( 450 C) through T6 ( 85 C) in accordance with the IEC. Fine intermediate levels ex-ist for the (older) classification into divisions, e.g., T2A, T2B, T2C, T2D, etc., while thezone classification utilizes the grading in accordance with the IEC. Temperature classesare also used with the classification into divisions for dust protection.

    Standards andregulations forexplosion-proofsystems

    The classification of potentially explosive atmospheres, the installation of electrical sys-tems in these areas, and the design requirements for appropriate electrical equipmentis regulated with the National Electrical Code (NEC) for the US and the Canadian Elec-trical Code (CEC) for Canada.

    Additional regulations of various testing authorities, especially Underwriters Laborato-ries (UL) and Factory Mutual (FM), apply to the construction and testing of explosion-proof systems and equipment in the US. Without test certificates from these authorities,the operation of explosion-proof systems in the US is traditionally not approved by theapproval authority.

    In Canada, the Canadian Standards Association (CSA) is responsible for testing andcertification. The licensing procedures for the operation of explosion-proof electrical sys-tems is similar to that in the US.

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    11Overview of Standards

    11 Overview of Standards

    EN 60079-10Electrical apparatus for explosive gas atmospheres (Part 10: Classi-

    fication of hazardous areas)

    EN 60079-14Electrical apparatus for explosive gas atmospheres (Part 14: Electri-cal installations in hazardous areas [other than mines])

    EN 50014Electrical apparatus for potentially explosive atmospheres (General re-quirements)

    EN 50018Electrical apparatus for potentially explosive atmospheres: Flameproofenclosures "d"

    EN 50019Electrical apparatus for potentially explosive atmospheres: Increasedsafety "e"

    EN 50020 Electrical apparatus for potentially explosive atmospheres: Intrinsicsafety "i"

    EN 50021Electrical apparatus for potentially explosive atmospheres: Protectiontype "n"

    EN 50281-1-1Electrical apparatus for use in the presence of combustible dust(Part 1-1: Electrical apparatus protected by enclosures construction and testing)

    EN 50281-1-2Electrical apparatus for use in the presence of combustible dust(Part 1-2: Selection, installation and maintenance)

    EN 13237-1Potentially explosive atmospheres: Explosion prevention and protec-tion (Part 1: Terms and definitions for equipment and protective systems intendedfor use in potentially explosive atmospheres)

    EN 13463-1 Non-electrical equipment for potentially explosive atmospheres Ba-

    sic method and requirements.EN 13463-5Non-electrical equipment for potentially explosive atmospheres Ba-

    sic method and requirements. (Part 5: Protection type "Protection by construction-al safety"

    EN 13463-8Non-electrical equipment for potentially explosive atmospheres Ba-sic method and requirements. (Part 8: Protection type "Protection by liquid immer-sion"

    11.1 Figures

    [1] Figure 1: Berufsgenossenschaftliches Institut fr Arbeitsschutz - BIA (part of

    the Hauptverband der gewerblichen Berufsgenossenschaften HVBG), St. Au-gustin

    [2] Figure 2: Ex magazine, Issue no. 7 of 09-27-1995; published by: R. Stahl Schalt-gerte GmbH, Knzelsau

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    List of References

    12 List of References

    Brenn- und Explosionsgren von Stuben (BIA-Report), Hauptverband der gewer-

    blichen Berufsgenossenschaften, 12/97

    Elektrischer Explosionsschutz nach DIN VDE 0165 (a praxis-oriented introduction toapplicable guidelines, standards and regulations), E. Linienklaus, VDE-Verlag

    Explosionsgeschtzte Elektromotoren (Explanations for DIN VDE 0165, 0170/1 and0530 as well as relevant standards with notes on technical-economical drive optimi-zation), K. Falk, VDE-Verlag

    Sicherheitstechnische Kennzahlen brennbarer Gase und Dmpfe; K. Nabert, G.Schn; Deutscher Eichverlag; 2. exp. Edition. Braunschweig 1963, with 5th Adden-dum 1980

    Explosionsschutz, Explosionsschutzverordnung (ExVO), Verordnung ber elek-trische Anlagen in explosionsgefhrdeten Rumen (ElexV) (Commentary and

    documentation list); W. Jeiter, M. Nthlichs; Erich Schmidt Verlag, Bielefeld 1968

    Explosionsgeschtzte Maschinen der Schutzart "Erhhte Sicherheit" (Ex)e (Vol-ume 3 of PTB testing rules); H. Dreier, H. Stadler, U. Engel, H. Wickboldt; DeutscherEichverlag; Braunschweig 1969, reprint 1978

    Umrichtergespeiste Drehstromantriebe; U. Engel, H. Wickboldt; PTB Information 98,Number 1; 1988

    Explosionsgeschtzte Drehstrommotoren und die neuen Normspannungen; U.Engel, H. Wickboldt; ETZ Volume 112, Number 20; 1991

    Grundsatzuntersuchungen fr explosionsgeschtzte elektrische Betriebsmittelzum Einsatz in Zone 2 (PTB final report)

    Explosionsgeschtzte Drehstrommotoren in Zndschutzart "Druckfeste Kapse-lung" / Sichere Komponenten auch im Umrichterbetrieb; H. Grass

    Installationstechnik in der Zone 2; K. de Haas; 11. Ex Experts Seminar; 1991

    Explosionsschutz bei Umrichterantrieben; U. Engel, H. Wickboldt; Conference doc-umentations on ZVEI/FV1 Exchange of Experiences on Inverter Supply; 1993

    Neue Normspannung 400 V nach IEC38: Weiterbetrieb oder Umwicklung von Dre-hstrommotoren; H. Greiner; ema, Elektrische Maschinen, Number 4; 1993

    Explosionsgeschtzte Industriemotoren entsprechend Europanorm; H. Grass;Technische Information der Firma Felten & Guillaume

    Explosionsgeschtzte Elektromotoren; K. Falk; VDE Documentation Series 64;VDE-Verlag; Berlin 1997

    Vernderungen in den Rechtsgrundlagen des Explosionsschutzes; H. Wehinger;STAHL-Ex-Journal; 1996

    Elektrische Betriebsmittel der Zndschutzart "n" fr explosionsgefhrdete Bere-iche der Zone 2; B. Limbacher, W. Berner; STAHL-Ex-Journal; 1998

    Elektroinstallation und Betriebsmittel in explosionsgefhrdeten Bereichen; H.Olenik, H. Greiner u. A.; Verlag Hthig & Pflaum; Munich 1999

    Normung im Bereich des nichtelektrischen Explosionsschutzes; M. Kloska;STAHL-Ex-Journal; 1999

    Explosionsschutz bei Getriebemotoren; H. Greiner; Danfoss Bauer SD 300

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    13Glossary

    13 Glossary

    EC-type examination certificate The certificate of a notified body for the successful explosion protectionexamination of a specimen representative of the production.

    Rated value A specified qualitative value, usually supplied by the manufacturer, for aspecified operating condition of an equipment, protective system or com-ponent.

    Notified body Legally authorized entity that performs expert explosion protection testsand issues appropriate certificates.

    Intended use Use of equipment, protective systems and devices in accordance with theequipment group and category and taking all manufacturers data intoaccount that are required for the safe operation of the equipment. Thespecified devices are: Safety and control devices for use outside of poten-tially explosive atmospheres that are, however, required for or contributingto the safe operation of equipment and protective systems with respect toexplosion risks.

    CE marking Required trade symbol in the European Union that indicates the confor-mity of the designated product with the applicable directives of the EUcouncil.

    Flameproof enclosure A protection type where all components that could ignite a potentiallyexplosive atmosphere are placed in an enclosure that withstands the pres-sure developed during an internal explosion of an explosive mixture andprevents the transmission of the explosion to the explosive atmospheresurrounding the housing.

    Increased safety The principle of protection type "e" lies in avoiding ignition sources. Con-structive measures ensure that any possible risk factors due to break-downs and equipment failures are reduced to a minimum.

    Explosion Combustion process which releases dangerously high energy for a shorttime.

    Potentially explosive atmosphere Mixture of atmospheric oxygen and flammable gas or dust.

    Explosion group Degree of ignitability (dangerousness) of explosive gases.

    Explosion protection Measure to prevent an explosion source or avoid harmful consequences.

    Unit group The equipment is classified according to the potentially explosive atmo-sphere in which it will be used.

    Unit category Within an equipment group, the equipment is classified into categoriesaccording to the protection level.

    Smoldering temperature (of a dust layer) The lowest temperature of a hot surface at which a dust layer with a spec-ified thickness ignites on this hot surface (EN 50281-2-1).

    IP enclosure Protection type defined in EN 60529 of an electrical equipment to preventsolids and water from entering.

    Declaration of conformity Written explanation from the manufacturer or the person putting the prod-uct into circulation about the conformity of the product with the applicableEU Directives.

    Maximum operating temperature The highest temperature reached if an equipment or a protection systemis operated under its anticipated operating conditions.

    Maximum surface temperature The highest temperature that is reached in operation under most adverseconditions (but within the established tolerances) by a part or the surfaceof an equipment, protective system or component.

    Minimum ignition energy The smallest energy determined under specified testing conditions that iscapable of barely igniting the easily ignitable mixture.

    Normal operation The situation in which the equipment, protective systems and componentsmeet the intended function within their construction parameters.

    Dust-proof housing A housing that prevents dust particles from entering in visible amounts.

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    Glossary

    Dust-protected housing A housing where the entry of dust is not completely blocked, but wheredust is not entering in sufficiently high amounts that would have anadverse affect on the safe operation of the equipment. Dust may not col-lect at locations inside the housing where it could create an explosion risk.

    tA time Trip time = warming time of motor winding with locked rotor until responseof PTC thermistor, based on the winding temperatur of 20 C.

    Temperature class Classification of equipment, protective systems or components for use inexplosive atmospheres according to their maximum surface temperature.

    tE time Warming time that passes at stalling until the motor winding has warmedup from operating temperature to lower temperature limit of the tempera-ture class (for protection with motor protection switch in protection typeEEx e).

    Flameproof joint If two housing sections are connected to each other such that the trans-mission of an igniting flame is barely prevented by the length and width ofthe resulting gap, this gap is referred to as flameproof joint.

    Ignitable spark Any spark (mechanical, electrical or electrostatic) that can act as ignitionsource for igniting a given explosive atmosphere.

    Protection type The special measures applied to equipment to prevent the ignition of asurrounding explosive atmosphere.

    Ignition temperature (of a dust cloud) The lowest temperature of the hot inside wall of an oven at which a dustcloud in the air of the oven ignites (EN 50281-2-1).

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