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Practical Electrical Equipment and Installations in Hazardous Areas Geoffrey Bottrill PDF

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Practical Electrical Equipment and Installations in Hazardous Areas ii Contents Other titles in the series Practical Cleanrooms: Technologies and Facilities (David Conway) Practical Data Acquisition for Instrumentation and Control Systems (John Park, Steve Mackay) Practical Data Communications for Instrumentation and Control (John Park, Steve Mackay, Edwin Wright) Practical Digital Signal Processing for Engineers and Technicians (Edmund Lai) Practical Electrical Network Automation and Communication Systems (Cobus Strauss) Practical Embedded Controllers (John Park) Practical Fiber Optics (David Bailey, Edwin Wright) Practical Industrial Data Networks: Design, Installation and Troubleshooting (Steve Mackay, Edwin Wright, John Park, Deon Reynders) Practical Industrial Safety, Risk Assessment and Shutdown Systems for Instrumentation and Control (Dave Macdonald) Practical Modern SCADA Protocols: DNP3, 60870.5 and Related Systems (Gordon Clarke, Deon Reynders) Practical Radio Engineering and Telemetry for Industry (David Bailey) Practical SCADA for Industry (David Bailey, Edwin Wright) Practical TCP/IP and Ethernet Networking (Deon Reynders, Edwin Wright) Practical Variable Speed Drives and Power Electronics (Malcolm Barnes) Practical Centrifugal Pumps (Paresh Girdhar and Octo Moniz) Practical E-Manufacturing and Supply Chain Management (Gerhard Greef and Ranjan Ghoshal) Practical Grounding, Bonding, Shielding and Surge Protection (G. Vijayaraghavan, Mark Brown and Malcolm Barnes) Practical Hazops, Trips and Alarms (David Macdonald) Practical Industrial Data Communications: Best Practice Techniques (Deon Reynders, Steve Mackay and Edwin Wright) Practical Machinery Safety (David Macdonald) Practical Machinery Vibration Analysis and Predictive Maintenance (Cornelius Scheffer and Paresh Girdhar) Practical Power Distribution for Industry (Jan de Kock and Cobus Strauss) Practical Process Control for Engineers and Technicians (Wolfgang Altmann) Practical Power Systems Protection (Les Hewitson, Mark Brown and Ben. Ramesh) Practical Telecommunications and Wireless Communications (Edwin Wright and Deon Reynders) Practical Troubleshooting of Electrical Equipment and Control Circuits (Mark Brown, Jawahar Rawtani and Dinesh Patil) Practical Batch Process Management (Mike Barker and Jawahar Rawtani) Practical Hydraulics (Ravi Doddannavar, Andries Barnard) Contents iii Practical Electrical Equipment and Installations in Hazardous Areas Geoffrey Bottrill Bottrill and Associates, London, United Kingdom Derek Cheyne PrEng, BSc (ElecEng), Chief Electrical and Instrument Engineer, South Africa G. Vijayaraghavan Vijayaraghavan and Associates, Mumbai, India Series editor: Steve Mackay FIE (Aust), CPEng, BSc (ElecEng), BSc (Hons), MBA, Gov.Cert.Comp. Technical Director – IDC Technologies AMSTERDAM (cid:127) BOSTON (cid:127) HEIDELBERG (cid:127) LONDON NEW YORK (cid:127) OXFORD (cid:127) PARIS (cid:127) SAN DIEGO SAN FRANCISCO (cid:127) SINGAPORE (cid:127) SYDNEY (cid:127) TOKYO Newnes is an imprint of Elsevier iv Contents Newnes An imprint of Elsevier Linacre House, Jordan Hill, Oxford OX2 8DP 30 Corporate Drive, Burlington, MA 01803 First published 2005 Copyright © 2005, IDC Technologies. All rights reserved No part of this publication may be reproduced in any material form (including photocopying or storing in any medium by electronic means and whether or not transiently or incidentally to some other use of this publication) without the written permission of the copyright holder except in accordance with the provisions of the Copyright, Designs and Patents Act 1988 or under the terms of a licence issued by the Copyright Licensing Agency Ltd, 90 Tottenham Court Road, London, England W1T 4LP. Applications for the copyright holder's written permission to reproduce any part of this publication should be addressed to the publishers British Library Cataloguing in Publication Data Botrill, G. Practical electrical equipment and installations in hazardous areas (Practical professional) 1. Electric apparatus and appliances – installation – safety measures 2. I. Title II. Cheyne, D. III. Vijayaraghavan, G. 3. 621. 3'1'042'0289 Library of Congress Cataloguing in Publication Data A catalogue record for this book is available from the Library of Congress ISBN 0 7506 6398 7 For information on all Newnes Publications visit our website at www.newnespress.com Typeset by Integra Software Services Pvt. Ltd, Pondicherry, India www.integra-india.com Printed and bound in The Netherlands Working together to grow libraries in developing countries www.elsevier.com | www.bookaid.org | www.sabre.org Contents v Contents Preface .................................................................................................................................x 1 Introduction ................................................................................................................1 1.1 Introduction .................................................................................................1 1.2 Approach .....................................................................................................4 1.3 Historical development ................................................................................5 1.4 Bird’s eye view of legislation and research in other countries ......................6 1.5 The certification ...........................................................................................8 1.6 Conclusion ..................................................................................................9 2 Electrical energy, ignition and flammability ..............................................................10 2.1 Electrical energy and ignition .....................................................................10 2.2 The basics of electricity .............................................................................10 2.3 Electrical heat energy ................................................................................19 2.4 Sources of ignition .....................................................................................20 2.5 Flammability ..............................................................................................22 2.6 Flammability principles ..............................................................................25 3 Area classification ....................................................................................................27 3.1 General .....................................................................................................27 3.2 Principles of safety ....................................................................................28 3.3 Hazards and hazardous areas ...................................................................28 3.4 Basic properties of combustible and ignitable material ..............................30 3.5 Basis of area classification ........................................................................32 3.6 Zonal classification ....................................................................................34 3.7 Plant operations – normal and abnormal ...................................................35 3.8 Area classification – gas and vapors .........................................................36 3.9 Area classification – dust ...........................................................................53 3.10 Classification procedure ............................................................................55 3.11 Responsibility and personnel involved .......................................................56 3.12 Documentation ..........................................................................................57 3.13 Policy and guidelines for implementation ...................................................58 3.14 Area classification examples .....................................................................62 3.15 Summary of area classification ..................................................................78 3.16 A case study ..............................................................................................79 vi Contents 4 Design philosophy and selection of equipment/apparatus ........................................81 4.1 General ......................................................................................................81 4.2 Risks … history ..........................................................................................82 4.3 Classification concepts ..............................................................................84 4.4 Equipment … a definition ...........................................................................85 4.5 Apparatus grouping ...................................................................................86 4.6 Surface temperature classification .............................................................88 4.7 Concepts and techniques of explosion protection ......................................92 4.8 Methods of explosion protection ................................................................93 4.9 Typical applications of methods of protection .............................................97 4.10 Mixed techniques .......................................................................................98 4.11 Dust explosion-protection methods ..........................................................100 4.12 Selection of explosion-protection technique for safeguarding ..................102 4.13 Conclusion ...............................................................................................105 5 Protection concept ‘d’ .............................................................................................106 5.1 General ....................................................................................................106 5.2 Definitions ................................................................................................107 5.3 Certification in brief ..................................................................................109 5.4 Construction requirements .......................................................................109 5.5 Flameproof theory ....................................................................................112 5.6 Other general requirements for explosive atmospheres ...........................113 5.7 Testing .....................................................................................................114 5.8 Grouping and effect of temperature classification ....................................114 5.9 Conditions of use .....................................................................................116 5.10 Illustrations of mechanical construction types...........................................118 5.11 Summary .................................................................................................123 6 Protection concept ‘e’ .............................................................................................124 6.1 General ....................................................................................................124 6.2 Definitions ................................................................................................124 6.3 Principles of design for increased safety ..................................................125 6.4 Certification (components) .......................................................................126 6.5 Construction requirements .......................................................................126 6.6 Principles of testing ..................................................................................130 6.7 Periodic testing and repair of electrical apparatus ....................................132 6.8 Conditions of use .....................................................................................135 6.9 Standards for Ex ‘e’ .................................................................................137 7 Protection concept ‘n’ .............................................................................................138 7.1 General ....................................................................................................138 7.2 Definitions ................................................................................................138 7.3 Principles of design ..................................................................................139 7.4 Certification ..............................................................................................139 7.5 Construction requirements .......................................................................139 7.6 Conditions of use .....................................................................................142 7.7 Illustrations ..............................................................................................142 7.8 Standards for Ex ‘n’ .................................................................................143 Contents vii 8 Protection concept ‘i’ principles ...............................................................................144 8.1 Origins of intrinsic safety ..........................................................................144 8.2 Principles of IS .........................................................................................145 8.3 Electrical theory to explain IS ...................................................................146 8.4 Implementation of IS .................................................................................153 8.5 The shunt diode safety barrier ..................................................................157 8.6 Associated apparatus ...............................................................................167 8.7 Electrical apparatus in the hazardous area ...............................................169 8.8 Enclosures ...............................................................................................176 8.9 Temperature .............................................................................................177 8.10 The IS systems concept ...........................................................................179 8.11 An IS ‘system’ ...........................................................................................179 8.12 System documentation .............................................................................179 8.13 Assessment of safety ...............................................................................180 8.14 Simple apparatus .....................................................................................181 8.15 Safety parameters ....................................................................................182 8.16 Temperature classification of systems ......................................................182 8.17 Systems concepts in other standards .......................................................182 8.18 Standards for Ex ‘i’ ...................................................................................183 9 Protection concept ‘p’ .............................................................................................184 9.1 General ....................................................................................................184 9.2 Definitions ................................................................................................185 9.3 Development of standards for Ex ‘p’ .........................................................186 9.4 Construction requirements .......................................................................186 9.5 Principles of application ............................................................................189 9.6 Other design requirements .......................................................................192 9.7 Operation of .............................................................................................194 9.8 Testing .....................................................................................................195 9.9 Summary ..................................................................................................196 9.10 Standards of Ex ‘p’ ...................................................................................197 10 Other concepts .......................................................................................................198 10.1 General ....................................................................................................198 10.2 Ex ‘o’: oil filling ..........................................................................................198 10.3 Ex ‘q’: quartz/sand filling ...........................................................................199 10.4 Ex ‘m’: encapsulation ................................................................................200 10.5 Component certification ............................................................................201 10.6 Special type of protection ‘s’ (IEC Concept Code Symbol Ex ‘s’) ..............201 10.7 Multiple certification ..................................................................................203 10.8 Selection of certification method ...............................................................204 10.9 Apparatus for use in dust risks .................................................................204 11 Earthing and bonding .............................................................................................207 11.1 Earthing ....................................................................................................207 11.2 Personnel safety .......................................................................................207 11.3 Hazardous area considerations ................................................................209 viii Contents 11.4 Earthing and bonding ...............................................................................210 11.5 Static electricity ........................................................................................212 11.6 Clean and dirty earthing ...........................................................................215 11.7 Electrical interference ..............................................................................216 11.8 Earthing terminology ................................................................................218 11.9 Connection of earthing systems ...............................................................221 11.10 Power supply systems .............................................................................223 11.11 Portable equipment using batteries ..........................................................226 11.12 Earthing arrangement standard solutions ................................................226 11.13 Earth loops ..............................................................................................228 11.14 Computer earthing ...................................................................................229 11.15 Surge protection systems ........................................................................232 11.16 Standards and codes of practice ..............................................................233 12 Installations ............................................................................................................234 12.1 Introduction to installation requirements ...................................................234 12.2 Installation requirements ..........................................................................234 12.3 IEC 60079-14: standard contents ............................................................235 12.4 Other relevant installation standards and codes ......................................236 12.5 Safety documentation ..............................................................................236 12.6 General requirements of the standard ......................................................236 12.7 Practical aspects of IS installations ..........................................................256 12.8 Other considerations affecting installation ................................................268 12.9 Other installation issues ...........................................................................268 13 Inspection and maintenance ..................................................................................270 13.1 Inspection and maintenance ....................................................................270 13.2 Integrity ‘preserved’ .................................................................................271 13.3 Scope of IEC 60079-17 ...........................................................................271 13.4 General requirements ..............................................................................272 13.5 Inspections ..............................................................................................273 13.6 The insulation test ....................................................................................274 13.7 Maintenance ............................................................................................275 13.8 Testing .....................................................................................................278 13.9 Unauthorized modification .......................................................................279 13.10 Earthing integrity verification ....................................................................279 13.11 BS 5345 inspection requirements ............................................................280 14 Safe working practices ...........................................................................................282 14.1 General ....................................................................................................282 14.2 Safety observations .................................................................................282 14.3 Danger signals of electrical malfunctioning ..............................................283 14.4 Need for inspection and maintenance ......................................................284 14.5 Maintenance and safe practices ..............................................................294 14.6 Fault-finding – safety ensured ..................................................................297 14.7 Insulation testing in hazardous area ........................................................297 14.8 Earthing in hazardous area ......................................................................298 14.9 Handling ‘fall out of fire and electrical shock’ ............................................300 Contents ix 15 Fault-finding and testing .........................................................................................302 15.1 Fault-finding .............................................................................................302 15.2 Fault-finding routine ..................................................................................302 15.3 Safety assessment of testing ....................................................................304 15.4 Test equipment .........................................................................................304 15.5 Use of uncertified test apparatus ..............................................................308 15.6 Interface testing ........................................................................................311 15.7 Certified apparatus ...................................................................................314 15.8 IS apparatus repair procedure ..................................................................315 16 ATEX Directive .......................................................................................................318 16.1 General ....................................................................................................318 16.2 Definitions ................................................................................................324 16.3 Scope of the ATEX Directive ....................................................................325 16.4 Bird’s eye view of ATEX Directive .............................................................344 16.5 Summary ..................................................................................................351 Appendix A: IEC series standard titles for explosive atmospheres .....................................352 Appendix B: Listing of IS standards and codes of practice by country ...............................355 Appendix C: IEC 79-17 Ex ‘I’ inspection schedule ............................................................357 Appendix D: CENELEC members .....................................................................................359 Appendix E: IP code ..........................................................................................................360 Appendix F: Standards reference ......................................................................................361 Appendix G: Familiarization with electricity ........................................................................362 Appendix H: ATEX Directive ..............................................................................................372 Appendix I: Properties of combustible compounds ............................................................374 Appendix J: Important changes to AS/NZS 2381.1 ...........................................................377 Appendix K: Practical exercises for hazardous area course ..............................................381 Index .................................................................................................................................405

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Practical Data Acquisition for Instrumentation and Control Systems (John Park, Steve Mackay) Practical Radio Engineering and Telemetry for Industry (David Bailey). Practical SCADA for Industry (David Bailey, Edwin Wright).
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