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Best Practice for the Selection of Types of Protection in Hazardous Areas For Process Instruments

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 All installed process instruments in hazardous areas are required to have a type of protection that ensures safety of personnel as well as that of the instruments.

The following table provides the guidelines to select the type of protection according to the zone of risk:

Type of Protection

Meaning

Ex i

Intrinsic Safety

Ex d

Flameproof Enclosure

Ex e

Increased Safety

Ex m

Encapsulation

Ex p

Pressurized Apparatus


Device

Zone 0

Zone 1

Zone 2

Transmitter/Positioner

Ex i

Ex i (preferred)

Ex d (alternative)

Ex i (preferred)

Ex d, Ex e, Ex m (alternatives)

Switch/Push-Button

-

Ex de

Ex i (preferred)

Ex e, Ex m (alternatives)

Temperature Sensor

-

Ex e

Ex e

Solenoid Valve

-

Ex d

Ex d

Junction Box

-

Ex e

Ex e

Fire & Gas Detector

-

Ex d

Ex d

Analyzer

-

Ex I, Ex d

Ex i, Ex d

Local Panel

-

Ex d or Ex p

Ex d or Ex p


Note: As the Directive ATEX 94/9/EC is mandatory, only “Ex” equipment CE marked compliant with this ATEX Directive may be installed within the European Union.

Instruments will typically be designed to have immunity for radio frequency and electromagnetic interferences.






Process Safety – Basics of UEL & LEL of Hazardous Gases

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In today’s highly complex industrial environment, process safety is a key consideration in the maintenance and sustenance of very expensive and complex process facilities. Furthermore, the classification of a plant environment into various classes – Class I, II, III – according to the degree or probability of occurrence of hazards has greatly simplified the management of process safety. However, despite these classifications and the abundance of a lot of knowledge on hazardous gases, accidents still occur in process plants in the most bizarre manner. These are largely due to a lack of basic knowledge about the nature of the hazardous gases themselves and what constitute an explosive atmosphere for example.

The objective of this piece is to explain the concept of explosive limits in hazardous atmospheres in a plant.

Fire Triangle and Explosive Limits
To have combustion in a hazardous atmosphere, there must be sufficient fuel, sufficient oxidizer (commonly Oxygen) and sufficient energy for ignition. These three elements make up what we call the FIRE TRIANGLE. Please read: Hazardous Area Classification for more detail.

The fire triangle does not give sufficient information to tell us if the necessary     conditions exist to support a fire or explosion. For a fire or explosion to occur, we need an adequate mixture of fuel and oxidizer in the correct proportions, and a source of ignition energy exceeding a certain minimum threshold. The thresholds required for combustion to take place with fuels are referred to as the Lower Explosive Limits (LEL) and the Upper Explosive Limits (UEL). While the threshold for energy is referred to as the Minimum Ignition Energy (MIE)

Ignition Curve of a Typical Combustible Fuel
The ignition curve for a gas or flammable vapor shows all the conditions -fuel, air(oxidizer), minimum energy – required for an explosion or combustion to take place in a flammable atmosphere. It is specific and typical for any fuel and oxidizer combination. Most ignition curves are published with the assumed conditions of air as the oxidizer, at room temperature and at atmospheric pressure.. Below is a typical ignition curve for a combustible gas.
Typical Ignition Curve of a Gas

There are three critical values on the ignition curve above:
(a) The Lower Explosive Limit (LEL) of a gas
(b) The Upper Explosive Limit (UEL) of a gas
(c) The Minimum Ignition Energy (MIE) of a gas

Lower Explosive Limit (LEL)
The LEL of a gas is the lowest concentration (percentage) of a gas or vapor in air capable of producing combustion in the presence of an ignition source (flame, heat etc). It can also be referred to as the Lower Flammable Limit (LFL).

Upper Explosive Limit (UEL)
The UEL of a gas is the maximum concentration(percentage) of gas or vapor that will burn in air in the presence of an ignition source. Above the UEL, the mixture is too “rich” to burn. The range between the LEL and the UEL as shown in the graph above is known as the flammable range of the gas. The larger the flammability range, the greater the potential for an explosive mixture of the gas with air.

Minimum Ignition Energy (MIE) of a Gas
As the name implies, the MIE of a gas is the minimum energy required for the gas – air mixture to burn in air in the presence of an ignition source. It is specific for each type of gas.

Variation of LEL, UEL and MIE
The critical values of LEL, UEL and MIE differ for every type of fuel and oxidizer combination and they change with ambient temperature and pressure. They may be rendered irrelevant in the presence of a catalyst.

LEL and UEL of Some Common Combustible Substances
Substance
LEL (% Volume)
UEL (% Volume)
Acetylene
2.5
100
Acetone
2.5
12.8
Butane
1.58.5
Carbon Disulfide
1.350
Carbon Monoxide
12.5
74
Ether 
1.936
Gasoline
1.4
7.6
Kerosene
0.75
Hydrazine
2.9
98
Hydrogen
4.0
75
Methane
4.4
17
Propane
2.1
9.5




NEMA Ingress Protection Ratings

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Two standards govern the ingress (entry) protection (IP) of equipment enclosures. These standards use rating systems to identify an enclosure’s ability to resist external environmental influences. The two standards are:
  • International Electrotechnical Commission (IEC)
  • National Electrical Manufacturer’s Association (NEMA)
IEC ratings are based on performance criteria similar to NEMA, with different interpretations of enclosure performance. You can read about the IEC ingress protection codes here.

NEMA Ingress  Protection Ratings
NEMA indicates an equipment enclosure’s degree of protection against various materials using the numbers 1–13. The numbers cover liquid, solid, and hazardous area requirements as indicated in the table below:




Methods of Explosion Protection in Hazardous Areas

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Several methods are used to protect process and control equipment used in hazardous areas in many industries. The main goal of these protection methods is to eliminate one of the components in the fire triangle to prevent an explosion. The most common hazardous area protection methods in the process control industry are:
    1. Containment
    2. Energy limitation
    3. Avoidance
      Other methods of equipment explosion protection include exclusion and dilution.
       Hazardous Area Classification

      Containment Methods
      The containment method is used to contain an explosion within the equipment enclosure. Thus, sparks or flames will not leak into the hazardous atmosphere and cause another fire or explosion. Containment is often used with spark-producing parts, such as switch gears, control boards, or transformers. An explosion-proof enclosure has the




      Intrinsic Safety and Safety Barriers

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      Intrinsic safety (IS) is a method of providing safe operation of electronic process‐control instrumentation in hazardous areas. IS systems keep the available electrical energy in the system low enough that ignition of the hazardous atmosphere cannot occur. No single field device or wiring is intrinsically safe by itself (except for battery‐operated, self‐contained devices), but is intrinsically safe only when employed in a properly designed IS system. The concept of intrinsic safety recognizes that an energy discharge limit exists below which ignition cannot be brought about. The concept also recognizes the possibility of failure within the electrical equipment and requires that safety not be impaired by the occurrence of faults within the equipment or protective mechanism. The concept of intrinsic safety is shown below:
      Concept of Intrinsic Safety
      As shown above, most applications require a signal to be sent out of or into the hazardous area. The equipment




      Hazardous Area Classifications

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      The use of electrical instruments and control devices in certain areas where explosion hazards are present carries with it the potential for disaster unless specific preventive measures are taken. Hazards exist in the form of escaped flammable gases such as acetylene, hydrogen, propane and others. Various kinds of dusts – metal, coal, flour – as well as some fibers suspended in air are capable of being ignited, causing fires with destructive consequences. 

      In order to have a fire or explosion, the three components –air, a flammable material in ignitable mixture and source of ignition – must be present as shown in the fire triangle below:

      As air is readily available (one leg of the fire triangle) and facilities that handle flammable or combustible materials can provide another leg of the triangle, the third leg –an ignition source – is all that is required to cause an explosion or a fire. In most cases, electrical and control equipment could readily provide the required source of ignition to complete the fire triangle.

      Since electrical equipment is a possible source of ignition, Electrical hazardous area classification methods that prevent the electrical equipment from serving as an ignition source have been developed. These methods allow the safe placing of electrical equipment in areas where a flammable material could be present. The first requirement in using this method is to determine the nature, potential and extent of the flammable material hazard. 

      What is Electrical Hazardous Area Classification?
      This is a method used to classify area hazards in regard to using electrical equipment in areas classified as hazardous. Article 500, 501 – 555 of the National Electrical Code (NEC) deals extensively on the use of electrical equipment in hazardous areas. You can get the NEC code here

      Hazardous Area Classification
      Area classification is divided into three designators: Class, Group and Division. Each hazardous area is classified according to Class, Group and Division. Areas that are not classified are considered unclassified or non hazardous.

      Class Designators
      Class identifies the physical nature of the hazard. Class designation is often used by North American approval agencies such as FM and CSA in their certifications. The class designators are as follows:
       Class  Designators    
       Definition
       Class I This is a location in which flammable gases or vapours are or may be  present in the air in quantities sufficient to produce explosive or ignitable  mixtures
       Class II  This is a location where combustible dusts are present
       Class III  This is a location where easily ignitable fibres or flyings are present.

      Group Designators
      The group designator identifies the chemical nature of the hazard. The group designators with their representative chemicals are as follows:
       Groups Designators 
       Chemicals or Materials
       A  Acetylene
       B  Hydrogen, ethylene oxide, propylene
       C  Ethylene, acetaldehyde, carbon dioxide, methyl ether
       D  Gasoline, methane, ethane, propane, propylene
       E  Combustible metal dusts with resistivity of less than 100 ohm-centimeter
       F  Combustible dusts: carbon black, charcoal, coal coke dust with a resistivity of  1,000 - 100,000,000 ohm-centimeter
       G  Combustible dusts with a resistivity of greater than 100,000 ohm-centimeter,  corn,  wheat, polypropylene, polyethylene

      Groups A – D are regarded as Class I chemicals
      Groups E – G are class II chemicals or materials
      Class III does not have any groups.

      Division Designators
      The Division designators identify the probability and extent that the flammable or combustible mixture will exist in the area at any given time. There are two different division designators as used in North America and the IEC in Europe. These  Division designators are as follows:
       North America 
                   IEC       
       Definition

         Zone 0 Ignitable concentrations present most of the time under  normal conditions
      Division 1
         Zone 1 Ignitable concentrations present under normal conditions for short periods
         Division 2   Zone  2 Ignitable concentrations present only under fault conditions





      Equipment Degrees of Protection – IEC Ingress Protection (IP) Ratings

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      Although every equipment has to fulfil its functional requirement, it also has to be 
      protected against possible external influences that may be harmful to the equipment, the user, operator or the environment.

      Against this backdrop, the IEC (International Electrotechnical Commission) 60529 Standard, specifies an international classification system for the ‘’sealing effectiveness of enclosures of electrical equipment against the intrusion into the equipment of foreign bodies i.e., tools, dust, fingers and moisture’’. This classification system utilizes the letters "IP" which stands for Ingress Protection followed by two digits. 

      An "X" is used for one of the digits if there is only one class of protection for example IP X4 addresses moisture resistance only.

      How to Interpret the IP Codes of Equipment
      The IP codes defined in the IEC 60529 degrees of protection provided by enclosures for equipment consist of two digits and two optional extra letters.
      The first numeral 0, 1, 2, 3, 4, 5, 6 or X defines the protection against ingress of solid foreign objects and against access to hazardous parts. 
      The second numeral 0, 1, 2, 3, 4, 5, 6, 7, 8 or X defines the protection against the ingress of water. The sketch below illustrates the standard arrangement of the IP code:

      In the IP code designation for equipment protection the higher the number, the more stringent the protection requirement.

      Numerals & Letters of the IP Code and their various Meanings:

       Code Letters/Numerals
       IP Code
       Meaning for the Protection of Equipment
       Meaning for the Protection of  Persons
      First Numeral

       Against ingress of foreign solid  objects:
       Against access to hazardous  parts with:

      X
       Not Required
       Not Required

      0
       Non-Protected
       Non - Protected

      1
       Greater than or equal to 50mm  diameter
       Back of hand

      2
       Greater than or equal to 12.5mm  diameter
       Finger 

      3
       Greater than or equal to 2.5mm  diameter
       Tool

      4
       Greater than or equal to 1.0mm  diameter
       Wire

      5
       Dust - Protected
       Wire

      6
       Dust - Tight
       Wire




      Second Numeral

       Against ingress of water with harmful  effects:
       Not Defined

      X
       Not Required


      0
       Non - Protected


      1
       Vertically Dripping


      2
       Dripping (15 degree tilted)


      3
       Spraying 


      4
       Splashing


      5
       Jetting


      6
       Powerful Jetting


      7
       Temporary Immersion


      8
       Continuous Immersion





      Additional Letter (Optional)

       Not Defined
       Against access to hazardous  parts with:

      A

       Back of hand

      B

       Finger

      C

       Tool

      D

       Wire




      Supplementary Letters (Optional)

       Supplementary information  specific to:
       Not Defined

       H 
       High voltage apparatus


      M
       Motion during water test


      S
       Stationary during water test


      W
       Weather conditions









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