Wednesday, June 4, 2008

ATEX - including valve actuators and mechanically operated valves.

What is ATEX ?

On 1 July 2003 the ATEX Directive will become mandatory for all
electrical
and mechanical equipment used in potentially explosive atmospheres.
After this date, products without ATEX certification will be illegal on
the European market, and cannot feature the new CE mark.

Most manufacturing and process industries generate potentially explosive
atmospheres using substances from solvents to flour. Under the CE mark
regime, the onus is on the manufacturer, authorised representative or
importer to ensure products meet the requirements of ATEX, and keeping
up-to-date documentation to demonstrate compliance is essential - before
and after the CE mark declaration of conformity has been signed.

Despite an eight-year transition period, there is still a large group of
manufacturers completely unaware of the new directive and how it will
affect their operations.


ATEX - What Does it Mean ?
Designed to open up free trade across Europe, the ATEX Directive 94/9/EC
(ATmosphere EXplosive) sets out to align technical and legal
requirements
across member states for equipment and protective systems used in
potentially explosive atmospheres.

From 1 July 2003 it will be mandatory for all electrical and mechanical
equipment used in potentially explosive atmospheres to be compliant with
the ATEX Directive 94/9/EC. The burden also falls on the end user with a
second ATEX Directive 1999/92/EC and its requirement to assess an area
for explosion risk.

Previously there has been no obligation to use certified equipment or to
grade an area as potentially explosive, merely to conform to the Health
And Safety At Work Act and satisfy the Health and Safety Executive.
Users requested third party certification on any equipment specification
to show safety requirements were met.

ATEX Directive (1999/92/EC)
There are also new requirements for users. ATEX Directive (1999/92/EC) -
also known as European Directive 137 or the "ATEX Use Directive" -
covers
the health and safety of workers at risk in these areas and makes it
mandatory under European law to assess for an explosion risk and
classify
accordingly. Once an area is classified, the 'Use Directive' requires
only equipment
suitable for safe operation under those risk conditions to be used. This
will
increase the amount of 'Classified or Zoned' areas and, in turn,
increase the
demand for ATEX certified equipment -an obvious opportunity for
manufacturers to
develop equipment to satisfy this increased demand.


ATEX Directive (94/9/EC)
Also known as ATEX 100a and ATEX 95, this directive allows movement
throughout the European Union and has been in existence through
statutory
regulations in the UK since March 1996, since when manufacturers have
been in a transitional period.

Forcing manufacturers to gain certification of electrical and/or
mechanical products to be used in potentially explosive atmospheres
created by
flammable gases, vapours, mists or dusts, the directive applies to
equipment and protective systems in potentially explosive areas below
ground, on
the surface and on offshore fixed facilities.

ATEX 94/9EC does not affect equipment which is already installed and in
use. Products 'not placed in the market' are exempt - this can be
products or
equipment made by companies for their own use or by a manufacturer
specifically for markets outside of the European Economic Area.
The new directive brings under control three types of equipment.
These are: non-electrical equipment (eg. mechanical equipment);
equipment for use in dust atmospheres (eg. equipment for flour or
saw mills) and safety related devices (eg. vent systems, flame
arrestors,
suppression systems) and safe area equipment.

From July 2003, all equipment and protective systems for use in higher
risk areas must be marked legibly and indelibly with the name and
address
of the manufacturer, CE mark and number of Notified Body, designation
of series or type of equipment, specific explosive protection 'Ex'
hexagon
logo, year of manufacture and serial number. It may also need to carry
the EC Type Examination Certificate details.

For CE marking, as well as compliance with ATEX, all hazardous area
equipment must comply with any other applicable directives. Currently,
the CE mark does not prove ATEX compliance as some hazardous area
equipment may be CE marked through compliance with other mandatory
directives.

Under ATEX, manufacturers must design and test components to prevent
or minimise the risk of explosion due to the production or release of
explosive atmospheres. Essentially, manufacturers must consider every
possible electrical or non-electrical source of ignition. And, at the
same
time, consider all potentially hazardous environments a product could
operate in; the different ways it could be applied and the technical
ability of the person using the product.

Product Approval
As with all new regulations, all new products must be assessed and all
existing products reassessed. There are two elements to gaining product
approval - Product Type Approval (testing and assessment) and Production
Control (quality systems in manufacture).

The former involves compliance with the Essential Health and Safety
Requirements (EHSRs) described in Annex II of the directive. Electrical
equipment is well covered, but few standards cover non-electrical
equipment. Production Control involves a Quality Assurance type
procedure often with the responsible manufacturer being audited by
a Notified Body for compliance with the relevant annex dependent on
the type of equipment and QA system currently in place.

The route to compliance with EHSRs will see most manufacturers choosing
to prove conformity with the latest edition of the harmonised standards
for electrical equipment for use in potentially explosive atmospheres.
For all
equipment this will require testing and production of test reports. For
the higher risk equipment - electrical categories I and 2 and mechanical
category I - this testing must be conducted by a Notified Body, normally
culminating with the issue of an EC Type Examination Certificate. The
details of this certificate must also be marked on the equipment.

Manufacturers must also supply other evidence of compliance such as
proof
of a consideration of issues including general electrical safety and
EMC.
New standards are currently being introduced almost every month, so
working with a chosen Notified Body at each stage of the process will
help manufacturers keep abreast of current methodology and standards.

Protection Zones and Categories
Under ATEX, all products must be categorised by the level of protection
they offer against the risk of becoming a potential source of ignition
in
an explosive atmosphere. Defined categories for equipment conformity
are divided between surface and mining applications. The 'Use Directive'
describes zones to reflect the explosion risk.

The ATEX Directive makes Notified Body involvement mandatory in both
equipment assessment and monitoring of production for equipment for
use in Zone 0 areas (highest risk) and for equipment to be used in Zone
1 areas (medium risk). For equipment to be used in Zone 2 areas only
(least risk) the manufacturer has to maintain technical documentation
which includes evidence of testing and production control, although
a Notified Body is not necessarily involved.

To simplify the route to ATEX compliance, the CE mark regime allows
manufacturers to pick and choose a Notified Body to suit their
requirements.
Careful planning and working with a testing organisation with direct
experience of the CEmark regime will help speed up time to market.
__________________________________________________

ATEX Certification coding example...
CE - Ex - II - 2 - G - EEx - d - IIC - T4 - T amb

CE
This means CE mark permitted by the European Commission to show
compliance
with all EU directives applicable to a product.

Ex
Distinctive community mark to show suitability for explosive atmospheres

II
Group II - surface industries
Group I - for use in mines

2
Equipment category

G
G = tested for gases
D = tested for dusts

EEx
EEx means equipment tested under the latest European Harmonised Standard
for use in Explosive atmospheres

d
Certification Production concept
e.g. d(flameproof) to EN50018

IIC
Apparatus Group

T4
Temperature classification
T1 = 450 Deg.C
T2 = 300 Deg.C
T3 = 200 Deg.C
T4 = 135 Deg.C
T5 = 100 Deg.C
T6 = 85 Deg.C.

T amb
Ambient temperature range in service
(Standard between -20 and +40 Deg.C)


A further Directive covers the minimum requirements for improving the
safety and health protection of workers potentially at risk from
explosive
atmospheres, requiring risk assessments by effected employers, but this
article will concentrate on the equipment aspect of ATEX.

The Directive applies to equipment and protective systems in potentially
explosive areas below ground, on the surface and on offshore fixed
facilities.
Manufacturers need to design and test components to prevent or minimise
the risk of explosion, and must consider every possible electrical or
non-electrical source of ignition.

There are two distinct elements to gaining product approval Product Type
Approval (testing and assessment) and Production Control (quality
systems
in manufacture). Notified body involvement is mandatory in both
equipment
assessment and monitoring of production, for equipment for use in Zone 0
areas (highest risk) and for equipment used in Zone 1 areas (medium
risk).

For equipment used in Zone 2 areas only (least risk), the manufacturer
has
to maintain technical documentation that includes evidence of their own
testing and production control. This latter type of equipment may appear
to meet the requirements without having been subjected to full test or
certification procedures, hence users of category 3 equipment should
check with the supplier to ensure that evidence of conformity is
acceptable.

The definitions of the terms Category and Zone are interrelated.
Category 1 equipment may be used in Zones 0,1 and 2. Category 2
equipment
may only be used in Zones 1 and 2, whilst category 3 equipment may only
be used in Zone 2. The Certification coding (see coding example) defines
the hazardous conditions in which a particular type of equipment may be
used
and should be clearly shown on the certification. It may also be
necessary
to use an IS barrier with a sensor. If in doubt ask the supplier. The
ATEX
Directive is also a CE mark directive, so all equipment must be CE
marked, which
also means that it must conform with all other relevant directives such
as the
EMC and Low Voltage Directives.

With regards,
Kannan.

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