IECEx OD 315-5 - Ed2.1
IECEx OD 315-5 - Ed2.1
IECEx
OPERATIONAL DOCUMENT
IECEx
OPERATIONAL DOCUMENT
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
–2– IECEx OD 315-5, Ed. 2.1 © IEC:2023(E)
CONTENTS
CONTENTS .......................................................................................................................... 2
FOREWORD......................................................................................................................... 4
INTRODUCTION ................................................................................................................... 5
1. Scope ............................................................................................................................ 6
2. Normative references .................................................................................................... 6
3. Definitions and terms ..................................................................................................... 6
4. Additional requirements associated with efficiency to maintain T ratings of rotating
machines ....................................................................................................................... 6
5. Additional requirements: Protection "d" – Flameproof enclosures .................................... 6
5.1 Machining limits for flameproof surfaces ................................................................ 6
5.2 Over-pressure test ................................................................................................ 6
6. Additional requirements for rotating electric machines .................................................... 7
7. Knowledge, skills and competencies of responsible persons and operatives in
accordance with IEC 60079-19 Annex B ......................................................................... 7
Annex A (informative) Additional information on over-pressure test procedure and
machining limits ............................................................................................................. 8
A.1 Over-pressure test procedure ................................................................................ 8
A.1.1 Introduction .................................................................................................... 8
A.1.2 Test procedure ............................................................................................... 8
A.1.3 Reporting of results ........................................................................................ 9
A.1.4 Interpretation of results .................................................................................. 9
A.2 Machining limits .................................................................................................. 10
Annex B (informative) Additional information for compliance with IEC 60034-23 .................... 2
B.1 General ................................................................................................................. 2
B.2 Specific requirements ............................................................................................ 2
B.3 Service facility equipment ...................................................................................... 5
Annex C (informative) Recommended report form .................................................................. 7
C.1 Report for motors – Type of protection "d" (Flameproof) ......................................... 8
C.2 Report for enclosures – Type of protection type "d" (Flameproof) ........................... 9
C.3 Report for equipment installed within enclosures – Type of protection type
"d" (Flameproof) .................................................................................................. 10
C.4 Report for equipment – Type of protection "i" (Intrinsic safety).............................. 12
C.5 Report for enclosures and transformers – Type of protection "p"
(Pressurized) ...................................................................................................... 13
C.6 Report for motors – Type of protection "e" (Increased safety) ............................... 14
C.7 Report for enclosures – Type of protection "e" (Increased safety) ......................... 16
C.8 Report for equipment within enclosures – Type of protection "e" (Increased
safety) ................................................................................................................ 17
C.9 Report for motors – Type of protection "n" (Non-sparking) .................................... 18
C.10 Report for enclosures – Type of protection "n" (Non-sparking) .............................. 20
C.11 Report for motors – Type of protection "t" (Protection by enclosure) ..................... 21
C.12 Report for enclosures – Type of protection "t" (Protection by enclosure) ............... 23
C.13 Report for equipment inside enclosures – Type of protection "tD" ......................... 24
IECEx OD 315-5, Ed. 2.1 © IEC:2023(E) –3–
FOREWORD
This IECEx operational document is for use by service facilities operating in the IECEx Certified
service facilities scheme, as described in IECEx OD 313-5.
ExCBs are required to use the requirements in this document when evaluating Ex service
facilities, involved in the repair, overhaul and reclamation of Ex equipment.
Document history
Date Summary
2013-03 This original issue Edition 1 of OD 315-5 supersedes OD 015 version 2 in part
and represents the application of a new numbering system.
2021-10 Edition 2.0 published to reflect IEC 60079-19:2019 requirements
2023-10 Edition 2.1 published as recommended by ExSFC WG5, endorsed by the ExSFC
and approved by the ExMC via Decision 2023/33
Address:
IECEx Secretariat c/o IEC Sydney Office
Angel Place, Office 1721, Level 17
123 Pitt Street
Sydney, NSW 2000
Australia
Contact details:
Tel: +61 2 4628 4690
[email protected]
www.iecex.com
IECEx OD 315-5, Ed. 2.1 © IEC:2023(E) –5–
INTRODUCTION
The procedures, techniques, systems and methods of repair as set out in this document are to
be followed by Ex service facilities involved in the repair, overhaul and reclamation of Ex
equipment.
This operational document is to be read in conjunction with IEC 60079-19:2019, Edition 4.0,
and is intended for items not covered by that standard. Should any conflicts be observed then
IEC 60079-19 shall be followed.
Specifications, detailed techniques, and industry practice are reflected in this operational
document.
Compliance with this operational document will require service facilities to satisfy the
requirements IEC 60079-19:2019, Edition 4.0.
Where the Ex Equipment being overhauled and repaired is a rotating electric machine the
requirements of IEC 60034-23 shall also be satisfied.
To assist with the understanding and use of this operational document, the section and clause
numbering format of IEC 60079-19:2019, Edition 4.0, has been used, to clarify both the stated
and additional requirements to the corresponding clause of IEC 60079-19.
Therefore, it is imperative that this operational document be read in conjunction with IEC 60079-
19:2019, Edition 4.0.
–6– IECEx OD 315-5, Ed. 2.1 © IEC:2023(E)
1. Scope
This operational document OD 315-5 does not introduce technical requirements beyond those
contained in IEC 60079-19; however, it does include additional guidance aimed at ensuring
consistency among Ex repair, overhaul and reclamation service facilities covered by IECEx
certification.
2. Normative references
When rewinding Ex motors, an IECEx certified service facility needs to ensure that their rewind
processes do not adversely affect the efficiency of the motor.
Any reduction in efficiency will increase the losses within the machine which will increase
surface temperatures and potentially this could exceed the protection concept temperature
class.
Guidance on how to rewind motors without adversely affecting their efficiency is freely available
from EASA and AEMT.
The document is titled The Effect of Repair /Rewinding on Motor Efficiency. This is available as
IECEx OD 301 from the IECEx website www.iecex.com/publications.
IECEx service facilities rewinding Ex motors should be able to demonstrate to their IECEx CB
how they meet the EASA and AEMT guidance on how to maintain efficiency when rewinding Ex
motors via their procedures and competency training .
For IECEx service facilities scheme, the requirements of IEC 60079-19 apply, plus the following:
The additional information in Annex A.2 of this document provides general limits for machining.
Where the service facility has doubt or questions the validity of documentation or the integrity
of the enclosure, the following tests should be considered.
IECEx OD 315-5, Ed. 2.1 © IEC:2023(E) –7–
For flameproof protection type "d" enclosures – an over-pressure test in accordance with
Annex A.1 to the following:
The pressure to be used for the over-pressure test should be either the value mentioned in the
certification documents for such purpose or 1.5 times the explosion pressure (reference
pressure).
NOTE Reference pressure information should be obtained from the Ex equipment manufacturer.
If neither the over-pressure test value nor the reference pressure test value is known, the values
for the pressure test should be according to IEC 60079-19, Clause 5.2.1.2 "Over-pressure
testing".
Where welding repairs may affect the integrity of the Ex "d" enclosure, an over-pressure test
shall be conducted as a practical method to test the integrity of the welding.
For the IECEx Certified service facilities scheme, the requirements of IEC 60034-23 apply in
addition to the requirements of IEC 60079-19.
The additional information in Annex B of this document provides a basic framework to assess
a service facility.
The ExCB shall obtain a demonstration of competence for each responsible person and
operative in accordance with IEC 60079-19 Annex B, and Unit of competence Ex 005 (overhaul
and repair of explosion-protected equipment), set forth in IECEx OD 504 (Specification for units
of competence assessment outcomes), except where such competent persons hold current
IECEx CoPC Unit of competence Ex 005.
NOTE Annex C.14 of this operational document provides a basic framework to develop an assessment of knowledge
that needs to be expanded and tailored to suit each situation.
–8– IECEx OD 315-5, Ed. 2.1 © IEC:2023(E)
Annex A
(informative)
A.1.1 Introduction
There are two methods suitable for the over-pressure test. These are:
Typical test rigs for both of these methods are shown in Figure A.1.
a) Check the test piece with the original drawings (that is, the dimensional check). The
following faces shall be checked with a straightedge and feeler gauge:
• Flamepaths on enclosure or covers.
• Flat surfaces which will show up on the drawings as the weakest sections of the
enclosure.
• Flanges on pressurized enclosures.
For dial gauge measurement (Figure B.1), install dial gauges to surfaces on top, back, front and
sides of test piece.
For straightedge and feeler gauge measurement (Figure A.2), draw a line where the
straightedge is placed and mark along this line (+) or (-) deformations around the test piece.
Seal the test piece and fill with the testing fluid, taking care that trapped air is minimized. A
pressure gauge shall then be fitted to the test piece to check the pressure at the test piece,
and also to crosscheck the gauge fitted in the vicinity of the regulator.
Air or gas testing fluid is recommended only for pressurized enclosures, where relatively low
pressures are involved.
Apply pressure gradually until the test pressure figure is reached. A safety face shield shall be
worn while a visual inspection is made to check for cracks or flaws in the test piece.
The pressure for the over-pressure test shall be held for 1 minute for flameproof enclosures
and 5 minutes for pressurized enclosures.
NOTE 1 The pressure to be used for the over-pressure test should be either the value mentioned in the certification
documents for such purpose or 1.5 times the explosion pressure (reference pressure).
NOTE 2 If neither the over-pressure test value nor the reference pressure test value is known, the values of
Clause 5.2 shall apply. Remove the pressure source and the testing fluid and open up the test piece for inspection.
NOTE 3 For dial gauge measurement (Figure A.1), record difference in dial gauge readings.
NOTE 4 For straightedge and feeler gauge measurement (Figure A.2), place the straightedge on the marked areas
and compare to determine the deformation (if any) due to the over-pressure test.
IECEx OD 315-5, Ed. 2.1 © IEC:2023(E) –9–
NOTE 5 For flameproof enclosures, give particular attention to the flamepaths, as these are the most important
sections. Flat sections manufactured from steel or metals having a high elongation factor may show minor
deformation, but this may not take away from the structural strength of the enclosure. Threaded entries and fasteners
should be checked for deformation.
The test should be considered satisfactory if the enclosure has not suffered structural damage
or permanent deformation that may affect its explosion-protection properties.
The extent of permanent deformation reported after over-pressure test should not exceed
0.25 mm per 300 mm when measured with a dial indicator; at the typical points depicted by the
following (Figure B.2). This may be taken to be the geographical centre of those parts of the
enclosure that are considered to have the least strengthening support.
Permanent deformation is the difference between measurements taken before and after the
application of the required pressure test.
Where the enclosure area being measured is rectangular, the measurement to be used shall
be that across the shortest side. Where this side is greater than 300 mm, the measurement
shall be taken across the total length of side and the total amount of deformation shall be
calculated from the above requirement.
Important
Following the over-pressure test, a test of joint surfaces using a straightedge should result in
deviations over any 300 mm length of flange not exceeding one half of the flamepath gap as
specified in IEC 60079-1.
NOTE It is permissible to apply pressure to an enclosure prior to the over-pressure test to release stresses and
elasticity of a protection type "d" enclosure.
Figure A.2 – Test points for deformation testing during over-pressure test
After repair, tests and measurements should be performed as agreed when the repair work was
accepted by the service facility.
Where the work involved is confined to machining flameproof surfaces, certification and
approval will not be considered invalidated, provided that the cumulative effect of such
machining does not:
a) reduce the flanges below the minimums where the minimum dimension of the thickness of
flanges is detailed in the schedule drawings;
b) alter the volume of the enclosure (without internal parts) by more than 0.5%;
c) reduce the length of any flamepath whether plain or threaded;
d) change the surface roughness of machined flamepath surfaces, that is, as compared to
undamaged flamepath surfaces; or
e) result in any deviation to the requirements of the relevant standards, that is, the standard
the item was certified to.
Where the service facility has doubt or questions the validity of documentation or the integrity
of the enclosure, the over-pressure test of Clause 5.2 should be considered.
–2– IECEx OD 315-5, Ed. 2.1 © IEC:2023(E)
Annex B
(informative)
This annex contains examples of evidence for compliance with IEC 60034-23
B.1 General
a) work areas are clean, adequately organized, and controlled personnel training records
maintained. QMS includes requirements for IEC 60034-23
b) Terminal box
• inspected for damage
• terminal leads clearly labelled
• terminal lugs correctly crimped
• replacement lead size and type documented
• crimping tool function checked every quarter year
• gaskets inspected for damage
c) Cooling system
• fan and fan cover
• evidence of damaged or missing cooling system parts
• location of air baffles and endwinding blocking system spaces if rewound
• visible evidence of leaks on air/water heat exchangers
• gaskets between heat exchanger and frame inspected
d) Shafts
• visible evidence of shaft damage (keyway damage or cracks) or wear
• position of terminal box in relation to shaft
• initial and, if applicable, after repair shaft dimensions and runout to be recorded
• dial indicators to be verified by service facility or calibration
IECEx OD 315-5, Ed. 2.1 © IEC:2023(E) –3–
e) Bearings
• visual inspection for evidence of fretting, fluting, scoring, spalling or other damage (white
metal) as appropriate and may require disassembly of the bearing to enable this
inspection
• as received, and if repaired, post repair bearing fit dimensions recorded
• rolling element bearing fits verified
• replacement bearings equivalent to the original. Original and replacement bearing
identification number and codes recorded
f) Lubrication
• verify lubricant used by customer is compatible and record lubricant used
• bearing lubricated to manufacturers requirements, if not available 1 / 3 rd fill
• oil lubricated bearing site glass clear and correct indication
• oil lubricated bearing leak check
i) Balancing
• dynamic balancing as specified by user or to ISO quality grade G2.5 for machines <2,500
RPM or G 1.0 for machines > 2,500 RPM. Vibrator rotors do not require balancing
• balance weights location does not affect other components and are securely attached
• balancing machine calibrated and functionally checked
j) Accessories
• space heaters inspected for damage, tested at nominal voltage after an IR test
• winding temperature sensors replaced with same type and location(s) in stator core and
tested before and after winding
• defective bearing sensors replaced with identical or equivalent devices
• shaft speed sensors replaced with identical or equivalent devices
• burnout oven temperature max 370 0 C with temperature recorder and functional water
mist or other temperature control system functional
• parts orientated and located to avoid distortion
• core checked after cleaning free of contamination and sharp edges
• core verified for tightness and core damage including displaced end of core laminations
• burnout oven calibrated
n) Winding impregnation
• stators with replacement windings pre-heated, impregnated and cured in accordance
with varnish/resin manufacturer’s instructions
• curing oven temperature and duration is in accordance with varnish/resin manufacturer’s
instructions
• varnish/resin is maintained and tested in accordance with manufacturer’s instructions,
test results and actions to maintain compliance recorded
o) Winding test
• Winding temperature and insulation resistance measured, verified and recorded
• Winding resistance measured, verified and recorded
• Polyphase winding surge comparison tested verified and recorded
• Surge tester calibrated and functionality checked
r) No load test
• No-Load running test conducted at nominal voltage unless agreed with the user
• shaft speed measured, verified and recorded
• no-load voltages, phase currents, phase current unbalance are measured and recorded
• machine vibration measured, verified and recorded
• bearing temperatures measured, verified and recorded
• machine assessed for compliance with user requirements and suitability for release to
user
The service facility should have as a minimum the following equipment calibrated, functional
and available on site.
a) Electrical
• ohmmeter
• milliohmmeter
• voltmeter (AC and DC)
• ammeter (AC and DC)
• wattmeter (AC)
• megohmmeter
• voltage withstand tester
• surge tester
• proprietary core tester or ring flux test equipment and power supply
• growler
• no-load test panel
b) Mechanical
• inside micrometers
• outside micrometers
• surface table or equivalent
• straight edge
• vernier
• gauge blocks
• rule
• dial gauges
• digital tachometer
–6– IECEx OD 315-5, Ed. 2.1 © IEC:2023(E)
c) Physical
• Temperature meter
• Burnout over temperature control and temperature recorder
• Burnout oven water mist or equivalent control system
• Curing oven temperature control and temperature recorder
• Winding machine turns counter
• VPI vacuum gauge where VPI impregnation used
• VPI pressure gauge where VPI impregnation used
• Paint layer thickness measurement for Ex equipment
IECEx OD 315-5, Ed. 2.1 © IEC:2023(E) –7–
Annex C
(informative)
Recommended report form
This annex contains a collection of standardized report forms that may be used by service
facilities involved in the repair, overhaul or reclamation of Ex equipment.
While Ex service facilities are permitted to use their own report formats, those used by the
service facility should contain the same level of information as that detailed in these sample
forms.
ExCBs shall use this annex as a guide when determining the suitability of such forms used by
service facilities in the IECEx Certified service facilities scheme.
–8– IECEx OD 315-5, Ed. 2.1 © IEC:2023(E)
C.3 Report for equipment installed within enclosures – Type of protection type
"d" (Flameproof)
Ex ‘e’ motor
Cover and fasteners: ......................................... Condition of fastener holes: ......................
Gasket: ............................................................. Gland entries: ..........................................
Terminals type: ................................................. Certificate no.: .........................................
Cable lugs type: ................................................ Sleeving fitted ..........................................
Stator – Diameter: .................................................................................................................
Winding to original certification: ......................... or modified: .............................................
Rotor – Diameter: ..................................................................................................................
Radial gap: ...........................................................................................................................
Replaced – Radial gap: ...................................... Overload type: .........................................
Tests:
Resistance cold (ohms) – Ambient temp. ........... C Phases – A ........ B .......... C ..........
Core test – Previous stator: .................................... Rotor: .......................................
– Present stator: ..................................... Rotor: .......................................
Insulation test to frame: ....................................... Phase/Phase: A ......... B .......... D ..........
H.V. test to IEC 60079-7 .................................... kV for 1 min
No load running – Vibration: ............................... Noise:.................. Bearing heat: ...........
Phase balance – Reduced voltage: A .................... B .............. C .................
(at full load amps) (Locked rotor)
OR Rated full load: A .................... B .............. C .................
Temperature increase test – Full load: ................ K Temperature class: T ........................
Locked rotor: ....... IA / IN tE ............................................... s.
Protection type Ex "t" motor with Ex "t" terminal box: (Refer to certificate for Ex "t"):
[Type of protection Ex "t" was formerly known as Ex "tD" and DIP.]
Cover and fasteners: ......................................... Condition of fastener holes: ......................
Gasket: ............................................................. Gland entries: ..........................................
Terminals type: ................................................. Certificate no.: .........................................
Cable lugs type: ................................................ Sleeving fitted: .........................................
2. DIP Motor – Item 1 plus:
Stator – Diameter: .................................................................................................................
Winding to original approval: .............................. or Modified: .............................................
Rotor – Diameter: ..................................................................................................................
Radial gap: ...........................................................................................................................
Replaced – Radial gap: ...................................... Overload type: .........................................
Tests:
Resistance cold (ohms) – Ambient temp ............ C Phases – A ........ B .......... C ..........
Core test – Previous stator: .................................... Rotor: .......................................
– Present stator: ..................................... Rotor: .......................................
Insulation test to frame: ....................................... Phase/Phase: A ......... B .......... D ..........
H.V. test ........................................................... kV for 1 minute.
No load running – Vibration: ............................... Noise: ................. Bearing heat: ...........
Phase balance – Reduced voltage: A .................... B .............. C .................
(at full load amps) (Locked rotor)
OR Rated full load: A .................... B .............. C .................
Temperature increase test – Full load: ................ K Temperature class: T ........................
(a) Lamp
(b) Switch
(c) Meter – calibrate
(d) Switch actuator – check all seals and
action
(e) Terminal blocks – check for heat and
insulation cracks
(f) Bushings and insulation condition
(g) Cables – insulation, lugs and sleeving
(h) Transformer connections, tapes,
bracing insulators, terminal
(i) Temperature sensing devices
(j) Mechanical interlocks
(k) All insulation checked – no heat
(l) Heaters – check condition
Notes
(1c) Working with/assessing engineering Notes
drawings
(1d) Experience with Ex certification Notes
requirements/standards
(1e) What documents are required for repair, Notes
overhaul or reclamation to remain within
certification?
What records are required?
(1f) Experience with Ex test requirements Notes
Item Technical interview
(2a) What is an explosive atmosphere?
(2b) Understanding of LEL, UEL, Gas groups,
Zones 0,1, 2, 20, 21, 22, EPL
(2c) Explain where the Ex techniques are used
(refer to 1b above for techniques claimed)
(2d) Explain the safety related design features for
different types of Protection (refer to 1b
above for techniques claimed)
(2e) Explain what reclamation methods, for
defective components, are appropriate for
the different Types of Protection (refer to 1b
above for techniques claimed)