Safety of machinery - Safety-related sensors used for the protection of persons

IEC TS 62998-1:2019 gives requirements for the development and integration of safety related sensors (SRS) and safety related sensor systems (SRSS) used for protection of persons with special attention to systematic capabilities.
This generic standard only applies if
– protection of persons is to be performed by using sensors, and
– standards for functional safety of electrical control systems address sensor(s) as subsystem or subsystem element, and
– product specific sensor standards (e.g. IEC 61496 (all parts), IEC 60947-5-2) do not contain all necessary provisions, or product specific sensor standards are not developed.
The approach of examination of systematic capabilities by using different safety related sensor standards is described in Annex A.
The requirements and methods within this document are limited to the purpose of protection of persons
– by detection of potentially hazardous objects,
– by detection of a body, parts of a body and objects associated to parts of a body entering a hazardous area, or
– by classification respective discrimination of these against other objects.
Special attention is given to the sensing function and dependability of the detection capability. Environmental influences and tests for indoor and outdoor use are defined which influence the sensing function and dependability of the detection capability.
IEC TS 62998-1:2019 can be relevant to applications other than those for the protection of persons in industries, for example, for the protection of persons in public like agriculture or metro stations.
IEC TS 62998-1:2019 does not consider and address proven in use (e.g. processes or elements) as done in IEC 61508-2.

General Information

Status
Published
Publication Date
01-May-2019
Current Stage
PPUB - Publication issued
Start Date
20-May-2019
Completion Date
02-May-2019
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IEC TS 62998-1:2019 - Safety of machinery - Safety-related sensors used for the protection of persons
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IEC TS 62998-1 ®
Edition 1.0 2019-05
TECHNICAL
SPECIFICATION
colour
inside
Safety of machinery –
Safety-related sensors used for the protection of persons
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IEC TS 62998-1 ®
Edition 1.0 2019-05
TECHNICAL
SPECIFICATION
colour
inside
Safety of machinery –
Safety-related sensors used for the protection of persons

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
ICS 13.110; 21.020 ISBN 978-2-8322-6819-3

– 2 – IEC TS 62998-1:2019 © IEC 2019
CONTENTS
FOREWORD . 6
INTRODUCTION . 8
1 Scope . 9
2 Normative references . 10
3 Terms and definitions . 10
3.1 Characteristics and performance criteria . 11
3.2 Dependability . 12
3.3 Procedures and architectural deliberations . 14
3.4 Terms related to system . 16
3.5 Fusion. 18
3.6 Safety related information . 18
3.7 Test . 20
3.8 User groups . 22
3.9 Verification and validation . 22
4 Lifecycle and interconnection to safety-related electrical control systems (SCS) . 24
4.1 General . 24
4.2 Hazard and risk analysis . 26
4.2.1 General . 26
4.2.2 Hazard caused by SRS/SRSS. 27
4.2.3 Required SRS/SRSS performance class . 28
4.3 Correspondence SRS/SRSS performance class . 28
5 Design and development phase . 29
5.1 General . 29
5.2 SRS/SRSS functions . 29
5.3 Design analysis. 30
5.4 Simulation . 30
5.5 Sensing zone(s) . 31
5.6 Safety related zone . 31
5.7 Automation related zone . 31
5.8 Detection capability and dependability . 31
5.8.1 General . 31
5.8.2 Object classes and physical properties . 32
5.8.3 Environmental influences . 33
5.9 User interface . 37
5.9.1 General . 37
5.9.2 Mounting . 37
5.9.3 Safety related information . 37
6 Integration and installation phase . 40
6.1 General . 40
6.2 Fusion of SRS into an SRSS . 40
6.2.1 General . 40
6.2.2 Limits of use after fusion . 41
6.2.3 Detection capability after fusion . 41
6.2.4 Sensing zone(s) after fusion . 42
6.2.5 Dependability under environmental condition after fusion . 42
6.2.6 Safety related information after fusion . 42

6.2.7 SRSS performance class after fusion . 43
6.2.8 Response time after fusion . 44
6.2.9 Verification and validation after fusion . 44
6.3 Calibration at user side . 44
6.3.1 General . 44
6.3.2 Calibration procedure and equipment . 45
6.3.3 Verification and validation of calibration . 45
7 Operation, maintenance and modification phases . 45
8 Verification and validation . 46
8.1 General . 46
8.2 Verification of an SRS/SRSS . 46
8.3 Validation of an SRS/SRSS . 47
8.4 Analysis . 48
8.5 Test . 49
8.5.1 General . 49
8.5.2 Test classification . 49
8.5.3 Test method and test setup . 50
8.5.4 Test piece . 51
8.5.5 Test plan and test results . 51
9 Information for use . 52
Annex A (informative)  Examination of systematic capabilities . 54
Annex B (informative) User groups . 55
B.1 User groups of SRS/SRSS and groups addressed by this document . 55
B.2 User groups addressed by fusion . 55
Annex C (informative)  Functional decomposition and/or integration . 58
Annex D (normative) Generation and application of simulation models . 59
D.1 General . 59
D.2 Recommendations for use. 59
D.3 Simulation objectives and measures to achieve them . 59
D.4 Verification. 62
Annex E (informative) Child properties and behaviour . 64
E.1 General . 64
E.2 Sizes of parts of body . 64
Annex F (informative) Environmental influences . 68
F.1 General . 68
F.2 Example 1 for application of environmental influences . 68
F.3 Example 2 for application of environmental influences . 70
Annex G (informative) Faults, failures and influences resulting in a loss of SRS/SRSS
safety related function. 71
G.1 General . 71
G.2 Failure to danger . 74
G.3 Normal operation . 75
G.4 Signal to initiate the fault reaction function and confidence information as
part of safety related information . 75
Annex H (informative) Test aspects . 77
H.1 General . 77
H.2 Mechanical influence test . 77
Annex I (informative)  Examples of functions, safety related information and fusion . 81

– 4 – IEC TS 62998-1:2019 © IEC 2019
I.1 Example of functions . 81
I.2 Example of safety related information .
...

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