Petroleum, petrochemical and natural gas industries -- Safety of machineries -- Powered elevators

This document specifies general safety requirements for the design, testing and production of powered elevators. The requirements are applicable for onshore and offshore applications of such elevators in the petroleum and petrochemical industries. This document does not cover any other type of elevator. It is not applicable to the following types of products: — remote control devices; — lifting nubbins; — lifting plugs; — lifting subs; — internal gripping devices; — equipment for lifting tubular from and onto a vessel; — elevator links or bails. This list is not exhaustive. This document is not applicable to powered elevators manufactured before the date of this publication. NOTE Annex A provides the relation between the clauses of the European Directive on machinery (Directive 2006/42/EC) and this document, for potential significant hazards and the safety requirements dealing with them for powered elevators.

Industries du pétrole, de la pétrochimie et du gaz naturel -- Sécurité des machines -- Élévateurs motorisés

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Status
Published
Publication Date
11-Mar-2020
Current Stage
6060 - International Standard published
Start Date
20-Feb-2020
Completion Date
12-Mar-2020
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INTERNATIONAL ISO
STANDARD 20321
First edition
2020-03
Petroleum, petrochemical and natural
gas industries — Safety of machineries
— Powered elevators
Industries du pétrole, de la pétrochimie et du gaz naturel — Sécurité
des machines — Élévateurs motorisés
Reference number
ISO 20321:2020(E)
ISO 2020
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ISO 20321:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may

be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting

on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address

below or ISO’s member body in the country of the requester.
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Published in Switzerland
ii © ISO 2020 – All rights reserved
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ISO 20321:2020(E)
Contents Page

Foreword ..........................................................................................................................................................................................................................................v

Introduction ................................................................................................................................................................................................................................vi

1 Scope ................................................................................................................................................................................................................................. 1

2 Normative references ...................................................................................................................................................................................... 1

3 Terms and definitions ..................................................................................................................................................................................... 2

4 Abbreviated terms .............................................................................................................................................................................................. 5

5 Safety requirements and/or protective/risk reduction measures .................................................................. 5

5.1 General requirements for powered elevators .............................................................................................................. 5

5.2 Mechanical strength ........................................................................................................................................................................... 5

5.3 Safety design of powered elevators ...................................................................................................................................... 5

5.3.1 General...................................................................................................................................................................................... 5

5.3.2 Ergonomic design ........................................................................................................................................................... 5

5.3.3 Fastening methods and DROPS prevention of parts ......................................................................... 5

5.3.4 Suspension points ........................................................................................................................................................... 6

5.3.5 Moving parts, pinch points and guards ........................................................................................................ 6

5.4 Other protective measures ........................................................................................................................................................... 7

5.4.1 Risks due to surfaces, edges or angles .......................................................................................................... 7

5.4.2 Size and type verification (errors of fitting) ............................................................................................ 7

5.4.3 Static electricity ................................................................................................................................................................ 7

5.4.4 Loss of stability ................................................................................................................................................................. 7

5.4.5 Explosion prevention ................................................................................................................................................... 7

5.4.6 Controls .................................................................................................................................................................................... 7

5.4.7 Elevator coating ................................................................................................................................................................ 7

5.4.8 Noise ........................................................................................................................................................................................... 8

5.5 Specific risks for powered elevators .................................................................................................................................... 8

5.5.1 General...................................................................................................................................................................................... 8

5.5.2 External power source ................................................................................................................................................ 8

5.5.3 Feedback signals .............................................................................................................................................................. 8

5.5.4 Danger zone ......................................................................................................................................................................... 8

5.6 Stops for an assembly of machinery ..................................................................................................................................... 9

5.6.1 General...................................................................................................................................................................................... 9

5.6.2 Start of the movement ................................................................................................................................................. 9

5.6.3 Normal stop .......................................................................................................................................................................... 9

5.6.4 Operational stop ............................................................................................................................................................... 9

5.6.5 Emergency shutdown .................................................................................................................................................. 9

5.7 Failure of power supply ................................................................................................................................................................10

5.8 Verification of safety requirements and/or protective/risk reduction measures .....................10

5.8.1 General...................................................................................................................................................................................10

5.8.2 Service life ..........................................................................................................................................................................10

5.8.3 Fatigue life ..........................................................................................................................................................................10

5.8.4 Maintenance .....................................................................................................................................................................10

6 Functions for preparing the elevator for a safe lift — Wrapping, securing, locking

and verification ...................................................................................................................................................................................................10

6.1 General ........................................................................................................................................................................................................10

6.2 Black box approach ..........................................................................................................................................................................11

6.3 Wrapping...................................................................................................................................................................................................11

6.4 Securing......................................................................................................................................................................................................12

6.5 Locking ........................................................................................................................................................................................................13

6.6 Verification of readiness for safe lift ..................................................................................................................................13

7 Closed-ring powered elevator ..............................................................................................................................................................14

7.1 Wrapping...................................................................................................................................................................................................14

7.2 Securing and locking .......................................................................................................................................................................14

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ISO 20321:2020(E)

7.3 Verification ..............................................................................................................................................................................................14

8 Instructions for use ........................................................................................................................................................................................14

8.1 General ........................................................................................................................................................................................................14

8.2 Instruction handbook ....................................................................................................................................................................14

9 Marking of powered elevators.............................................................................................................................................................17

Annex A (informative) Relation between the clauses of European Directive on machinery

(Directive 2006/42/EC) and this document .........................................................................................................................19

Annex B (normative) Verification tests for powered elevators .............................................................................................23

Bibliography .............................................................................................................................................................................................................................25

iv © ISO 2020 – All rights reserved
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ISO 20321:2020(E)
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards

bodies (ISO member bodies). The work of preparing International Standards is normally carried out

through ISO technical committees. Each member body interested in a subject for which a technical

committee has been established has the right to be represented on that committee. International

organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.

ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of

electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance are

described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the

different types of ISO documents should be noted. This document was drafted in accordance with the

editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of

any patent rights identified during the development of the document will be in the Introduction and/or

on the ISO list of patent declarations received (see www .iso .org/ patents).

Any trade name used in this document is information given for the convenience of users and does not

constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO's adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www .iso .org/

iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 67, Materials, equipment and offshore

structures for petroleum, petrochemical and natural gas industries, Subcommittee SC 4, Drilling

and production equipment, in collaboration with the European Committee for Standardization

(CEN) Technical Committee CEN/TC 12, Materials, equipment and offshore structures for petroleum,

petrochemical and natural gas industries, in accordance with the Agreement on technical cooperation

between ISO and CEN (Vienna Agreement).

Any feedback or questions on this document should be directed to the user’s national standards body. A

complete listing of these bodies can be found at www .iso .org/ members .html.
© ISO 2020 – All rights reserved v
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ISO 20321:2020(E)
Introduction
This document is a type-C standard as stated in ISO 12100.

This document is of relevance, in particular, for the following stakeholder groups representing the

market players with regard to machinery safety:
— machine manufacturers (small, medium and large enterprises);

— health and safety bodies (regulators, accident prevention organizations, market surveillance, etc.)

Others can be affected by the level of machinery safety achieved with the means of the document by the

above-mentioned stakeholder groups:
— machine users/employers (small, medium and large enterprises);

— machine users/employees (e.g. trade unions, organizations for people with special needs);

— service providers, e. g. for maintenance (small, medium and large enterprises);

— consumers (in case of machinery intended for use by consumers).

The above-mentioned stakeholder groups have been given the possibility to participate at the drafting

process of this document.

The machinery concerned and the extent to which hazards, hazardous situations or hazardous events

are covered are indicated in the Scope of this document.

When requirements of this type-C standard are different from those which are stated in type-A or

type-B standards, the requirements of this type-C standard take precedence over the requirements of

the other standards for machines that have been designed and built according to the requirements of

this type-C standard.
vi © ISO 2020 – All rights reserved
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INTERNATIONAL STANDARD ISO 20321:2020(E)
Petroleum, petrochemical and natural gas industries —
Safety of machineries — Powered elevators
1 Scope

This document specifies general safety requirements for the design, testing and production of powered

elevators. The requirements are applicable for onshore and offshore applications of such elevators in

the petroleum and petrochemical industries.

This document does not cover any other type of elevator. It is not applicable to the following types of

products:
— remote control devices;
— lifting nubbins;
— lifting plugs;
— lifting subs;
— internal gripping devices;
— equipment for lifting tubular from and onto a vessel;
— elevator links or bails.
This list is not exhaustive.

This document is not applicable to powered elevators manufactured before the date of this publication.

NOTE Annex A provides the relation between the clauses of the European Directive on machinery (Directive

2006/42/EC) and this document, for potential significant hazards and the safety requirements dealing with

them for powered elevators.
2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

ISO 3864 (all parts), Graphical symbols — Safety colours and safety signs

ISO 12100, Safety of machinery — General principles for design — Risk assessment and risk reduction

ISO 13849-1, Safety of machinery — Safety-related parts of control systems — Part 1: General principles

for design

ISO 13534, Petroleum and natural gas industries — Drilling and production equipment — Inspection,

maintenance, repair and remanufacture of hoisting equipment

ISO 13535:2000, Petroleum and natural gas industries — Drilling and production equipment — Hoisting

equipment
ISO 13850, Safety of machinery — Emergency stop function — Principles for design

ISO 13854, Safety of machinery — Minimum gaps to avoid crushing of parts of the human body

© ISO 2020 – All rights reserved 1
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ISO 20321:2020(E)

ISO 14120, Safety of machinery — Guards — General requirements for the design and construction of fixed

and movable guards

ISO 80079-36, Explosive atmospheres — Part 36: Non-electrical equipment for explosive atmospheres —

Basic method and requirements

ISO 80079-37, Explosive atmospheres — Part 37: Non-electrical equipment for explosive atmospheres — Non-

electrical type of protection constructional safety “c”, control of ignition sources “b”, liquid immersion “k”

3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
3.1
control system

system that responds to input signals from parts of the elevator (3.5), operators, external control

equipment or any combination of these, and generates corresponding output signals to the elevator

actuators, causing the elevator to perform in the intended manner
3.2
danger zone

space within, under and/or around machinery in which a person can be exposed to a hazard

[SOURCE: ISO 12100:2010, 3.11]
3.3
design verification

process of examining the result of a given design or development activity to determine conformity with

specified requirements
[SOURCE: ISO/TS 29001:2010, 3.1.8]
3.4
DROPS
dropped objects
industry-wide initiative focused on preventing dropped objects

Note 1 to entry: DROPS ultimate goal is delivering a second nature dropped objects prevention strategy across

the industry.
3.5
elevator

lifting accessory to be used for lifting and handling of tubular in the on- and offshore drilling industry

on or in the vicinity of the drill floor
3.6
fatigue life

number of stress cycles of a specific character that an elevator (3.5) sustains before failure of a specified

nature occurs
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ISO 20321:2020(E)
3.7
feedback signal

signal generated by the elevator (3.5) that can be used for monitoring or functional use

Note 1 to entry: Examples of feedback signals include elevator set for safe lifting, weight in elevator, and

elevator open.
3.8
insert

gripping/holding device, with or without teeth that embed into the side of the tubular, which can create

friction in order to suspend the tubular
3.9
interface

connection of the elevator (3.5) with the associated external infrastructure and vice versa

Note 1 to entry: The interface can be any transfer of signals or power by means of for example hydraulics,

pneumatics, electrics or wireless.
3.10
internal control device
device located on the elevator (3.5) itself

Note 1 to entry: Internal control devices are parts of the control system (3.1), which detect input signals and/or

generate output signals.
3.11
locking
ensuring that the securing is maintained
3.12
movement of the powered elevator

movement of parts of the elevator (3.5), excluding movements of the elevator (e.g. generated by the

top drive)
3.13
pick up

lifting tubular from a non-vertical (typical near horizontal) position outside the drill floor area into a

vertical position in the drill floor area
3.14
powered elevator

lifting accessories to be used for lifting and handling of tubular in the onshore and offshore drilling

industry on or in the vicinity of the drill floor, of which the movement of the mechanics is done partly or

completely mechanically using a power source (3.15)
3.15
power source

engine or motor which provides mechanical energy for linear or rotational movement

[SOURCE: ISO 11449:1994, 3.2]
3.16
primary feedback signal

signal generated by the elevator status that indicates the elevator (3.5) is set for safe lifting

3.17
product verification

evaluation of the implementation of the product against the requirements to determine that they have

been met
[SOURCE: ISO 16404:2013, 3.3]
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ISO 20321:2020(E)
3.18
remote control device
device located at a distance from the elevator (3.5)

Note 1 to entry: Remote control devices are parts, which detect input signals and/or generate output signals.

3.19
safe lift

lifting of tubular in a safe way, without creating an unacceptable risk for equipment and personnel

Note 1 to entry: Safe lifts are ensured by maintaining sufficient contact between the elevator (3.5) and the

tubular to be lifted, preventing inadvertent loss of contact and verifying that these conditions are fulfilled.

3.20
safe working load

maximum load that can be handled by the manual elevator (3.5) after subtracting the foreseeable

dynamic load for the specific application from its rated load
3.21
secondary feedback signal

other signal than primary feedback signal (3.16) generated by the elevator status that indicates any

other state than readiness for safe lifting (e.g. weight indication)
3.22
securing
fastening of the wrap-around of an elevator (3.5) around a tubular
EXAMPLE 1 To latch (completing a circle).
EXAMPLE 2 To set slips (3.26).
3.23
service life
expected lifetime, or acceptable period of use in service

Note 1 to entry: Service life is the length of time that the elevator (3.5) can be expected to be “serviceable” or to

be supported by the manufacturer.
3.24
short ton
ston
unit of weight equal to 9,071 847·10 kg
Note 1 to entry: 1 ton (US) = 1 ston = 9,071 847·10 kg.
3.25
size component

replaceable component which is required in order to handle a specific size and/or type of tubular

3.26
slip

tapered or wedge-shaped size component (3.25) used to grip the tubular, and whose exterior is tapered

to match the taper of the elevator frame

Note 1 to entry: A slip either has non-replaceable teeth or is fitted with inserts (3.8).

3.27
verification

assurance that the elevator (3.5) is in the required condition for the action

to be performed, for any position or any allowable user situation for which the elevator is designed

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ISO 20321:2020(E)
3.28
wrapping

closing the elevator around the tubular in order to prepare the elevator for securing

4 Abbreviated terms
ESD emergency shutdown
HMI human machine interface
MSDS material safety data sheet
PL performance level
SWL safe working load
5 Safety requirements and/or protective/risk reduction measures
5.1 General requirements for powered elevators

The powered elevator shall comply with ISO 13535 and the additional requirements according to this

document. The requirements of this document take precedence over those of ISO 13535.

The powered elevator shall be designed according to the principles of ISO 12100 for relevant but not

significant hazards which are not dealt with by this document.
5.2 Mechanical strength

The mechanical strength of the powered elevator shall be in accordance with ISO 13535:2000, Clause 5.

Adequate mechanical design shall be verified by a static test in accordance with ISO 13535:2000 and

Annex B.
5.3 Safety design of powered elevators
5.3.1 General

The powered elevator design and product verification shall be carried out in accordance with Annex B.

5.3.2 Ergonomic design

The powered elevator shall allow safe handling of the elevator during all stages of the transport,

installation and operation process.
5.3.3 Fastening methods and DROPS prevention of parts
5.3.3.1 Primary-fixing

Primary fixing is the primary method by which an item is fixed to prevent unintentional dropping or

falling, e.g. bolted connection/welds.
5.3.3.2 Securing against loosening (secondary retention)

Secondary retention is the method for securing a part from unintended loosening resulting in loss of

clamping force and/or pre-tension and/or unscrewing and/or displacement and/or loss of any part.

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ISO 20321:2020(E)

All parts for which unintended loosening can create a hazard shall be fastened with a method preventing

unintended loosening, e.g. by tab-washer, spring washer.

The reliability of the retention method shall be assessed in accordance with ISO 12100.

5.3.3.3 Securing against dropping (DROPS prevention)

Appropriate design measures shall be taken for all parts, which can become a hazardous dropped

object in case of component failure.

The reliability of the securing method shall be assessed in accordance with ISO 12100.

The causes of failure taken into account shall include:
a) vibration;
b) improper maintenance;
c) corrosion;
d) shock loading;
e) collision.

The potential for dropped objects/falling objects shall be prevented by measures including but not

limited to:
a) design;
b) speciality fasteners;
c) lanyards, cabling or safety wire;
d) guarding.
5.3.4 Suspension points

The powered elevator shall be designed so that it cannot inadvertently disconnect from its suspension

points regardless of the angle of rotation relative to the suspension points.

When the powered elevator has secondary suspension points for suspending another elevator

underneath, these suspension points shall be tested in accordance with B.2. The rating of each secondary

suspension point, determined in accordance with ISO 13535, shall be marked at the suspension point

sufficient to indicate the maximum load that can be applied.
5.3.5 Moving parts, pinch points and guards

The powered elevator shall be designed to provide safe operator contact with designated areas for

operation. The provisions made shall include at least the following.

a) Dedicated areas for placing hands for operating the elevator shall be coloured green by means of

paint, grip points or otherwise.

b) Handles shall be designed so that an operator cannot be injured by other parts of the elevator. If

interference is unavoidable, adequate protective measures such as guards shall be provided.

c) When other measures are not practical, warnings shall be displayed near or on identified potentially

hazardous pinch points.
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ISO 20321:2020(E)

Any hazardous areas reachable for a second operator not visible to the first operator, shall be protected

as follows:

— minimum gaps provided to avoid crushing shall comply with the requirements given in ISO 13854;

— guards or parts providing the function of a guard shall comply with the requirements given in

ISO 14120.
5.4 Other protective measures
5.4.1 Risks due to surfaces, edges or angles
Sharp edges, rough surfaces and sharp angles shall be avoided
...

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