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INTRINSIC

SAFETY

THE ART
OF
INTRINSIC SAFETY
Contents

1. Combustion Theory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
2. Area Classification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
3. Explosion Prevention Methods . . . . . . . . . . . . . . . . . . . . . 5
4. Ignition Mechanisms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
5. How Intrinsic Safety Works . . . . . . . . . . . . . . . . . . . . . . . 11
6. Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
7. Certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
8. Definition of Barrier Terms . . . . . . . . . . . . . . . . . . . . . . . 18
9. Barrier Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
10. Advanced Barrier Selection. . . . . . . . . . . . . . . . . . . . . . . . 22
11. Ronan’s Philosophy on the Intrinsic Safety Barrier . . . . 24
Appendix A: Ignition Graphs . . . . . . . . . . . . . . . . . . . . . . 26

1
Combustion Theory
We need to start our discussion on
Intrinsic Safety with some background Fuel
about ignition, combustion, and explo- Gas, Vapors,
sions. Since our goal is to prevent an explo- or Powder
sion, we first need to know how an
explosion can occur.
An explosion requires the proper
environment in order to exist. By eliminat-
ing those conditions an explosion is
impossible! COMBUSTION
The three ingredients necessary for an
explosion (fuel, oxidizer and ignition
source) make up the Ignition Triangle (see Oxidizer Ignition Source
Figure 1-1). All of the triangle’s compo- Air or Thermal or
Oxygen Electric
nents must be present in the correct pro-
portions for ignition to occur.
Once ignition occurs, if the conditions
are right, a combustion wave can grow Figure 1-1: The Ignition Triangle
In order for an explosion to occur, the ignition triangle
from the ignition. An explosion is any un- must have all the ingredients in the correct proportions.
controlled combustion wave.
Initially, most of the energy is supplied by
THE COMBUSTION PROCESS the spark. If more energy is supplied by
An explosion starts when the fuel and the spark (through the combustion zone)
oxidizer are present in the correct propor- than is lost to the surrounding gas, the
tions, and an ignition source (i.e. spark) flame sphere will grow. As the diameter of
occurs. Energy then proceeds along a nar- the sphere increases, the wave begins to
row combustion zone, and is conducted to resemble a planar wave. Eventually, the
unburnt gas ahead of the flame front as amount of energy produced by combustion
well as to burnt gas behind the flame. is sufficient to continually supply energy

1. The elements 2. And form an 3. Energy in 4. If the initial energy is


come together. incipient flame combustion zone large enough, the
sphere which is lost to unburnt combustion wave
grows. gas ahead of it, becomes
and burnt gas self-propagating.
behind it. (Explosion)

Figure 1-2: Incipient Flame Sphere.


The Incipient Flame Sphere must reach a critical diameter if combustion is to become a self-propagating explosion.

2
to the unburnt gas ahead of the flame,
thereby causing the wave to self propa-
gate. Figure 1-2 shows the beginning
stages of combustion. The larger the in-
Propane-Air
itial spark is, the easier it is for the wave at 1 ATM

Ingition Energy (mJ)


to propagate.
If the initial spark is not large enough,
(i.e. not enough energy), the combustion
zone will not have enough energy to self
propagate. It will just collapse upon itself, Hydrogen-Air
and fizzle out. This means a small spark at 1 ATM
can occur in a potentially explosive air/gas
mixture, with no danger of an explosion.
MIE
The maximum amount of energy of this MEIC
“safe” spark varies with the specific LEL UEL
air/gas mixture present. 10 20 30 40 50 60 70
Volume Concentration (%)
GAS GROUPING
Figure 1-3 illustrates the effect of con- LEGEND
centration on ignition energy. Every MEIC - Most Easily Ignited Concentration
air/gas mixture has a certain concentra- MIE - Minimum Ignition Energy
tion which is the most easily ignited con- LEL - Lower Explosive Level
centration (MEIC). When trying to UEL - Upper Explosive Level
prevent an air/gas mixture from explod-
ing, the safest approach is to assume the
Figure 1-3:
mixture is always at its MEIC. Therefore, The Effect of Concentration on Ignition Energy.
the maximum energy you may safely al-
low must be less than the minimum igni- curves, gases with similar curves are
tion energy (MIE) of that specific air/gas grouped together. There are four different
mixture. groups (or curves), two of which are shown
Many gases have similiar ignition char- in Figure 1-3. The actual curve shown,
acteristics. Instead of having thousands of representing the group, is the most easily
“Concentration vs. Ignition Energy” ignited gas of the group.

3
Area Classification

CLASSES CLASS II: COMBUSTIBLE DUSTS


Hazardous materials (such as gas or Group E - Metallic Dusts (Resistivity<100
dust) are classified by their generic type kohms/cm).
as follows:
Group G - Non-Conductive Dusts, which
Class I - Flammable Gases or Vapors. include agricultural, plastic, chemical and
Class II - Combustible Dusts. textile dusts. (Resistivity>100 kohms/cm).

Class III - Fibers or Flyings (particles Note: Since 1974, a dividing line of 100
normally suspended in air). kohms/cm separates groups E & G.
DIVISIONS
CLASS I: GASES AND VAPORS Locations are classified by division ac-
Materials are grouped according to their cording to the probability that an explo-
level of explosion hazard. The following sive concentration of hazardous material
groups are listed in order of the most to may be present.
the least easily ignited. Division 1 - defines locations where
Group A - Acetylene (has a tendency to there lies a high probability that an ex-
form copperacetylides which are easily plosive concentration is present during
ignited by friction). normal operation. To be classified Divi-
sion 1, there has to be a minimum of
Group B - 100 hours/year, or 1% probability that
Hydrogen, an explosive material is present. In
Hydrogen Europe, Division 1 is subdivided into
Mixtures. Zone 0 and Zone 1. Zone 0 has the high-
est probability of an explosive concen-
Group C - tration being present (greater than
Ethylene, most 10% probability). Zone classifications
Ethers, some are not presently made in North Amer-
Aldehydes. ica, but may be in the future.
Group D - Alkanes (Butane, Ethane,
Division 2 - defines locations where
Methane, Octane, Propane), Hydrocarbon
there lies a low probability that an ex-
Mixtures (Diesel Oil, Kerosene, Petro-
plosive mixture is present during nor-
leum, Gasoline), Alcohols, Ketones, Esters,
mal operation (10 hours/year, or 0.1%
Amines, Alkenes, Benzenoids.
of the time).

4
Explosion Prevention Methods
ELIMINATE THE IGNITION
There are three different philosophies or SOURCE
approaches which have been used to pre-
vent explosions. All deal with the ignition The simplest method! Since all three ele-
triangle (Figure 1-1) differently. ments of the Ignition Triangle are neces-
sary for an explosion, why not eliminate
PERMIT IGNITION one or more of the elements?
This method allows all three elements of By the very nature of a hazardous proc-
the ignition triangle to be present, but con- ess, the fuel can not be removed. Notice
trols the location of the flame or explosion. that in a general purpose environment,
Examples of this include a pilot light on a the fuel is the absent element, with oxi-
gas stove, a flare stack, and an explosion- dizer and ignition source safely present.
proof housing. The key safety feature here Rarely is the oxidizer (air) removed. The
is the physical device which controls or halon fire extinguisher is an example of an
limits the explosion location. Permitting absent oxidizer. It works by replacing oxy-
ignition is normally costly and requires gen with halon, thereby suffocating the
high maintenance. fire.
The ignition source can be removed. By
CONTROL ATMOSPHERE inserting an energy limiting barrier, any
This method segregates the hazardous potential ignition source can be elimi-
fuel/air mixture from the ignition source. nated. This method is the only true com-
If you have a hazardous mixture in one bustion prevention method. The other
room, you can put your potential ignition possible solutions are actually combustion
sources in another room. The key safety protection.
feature here is the physical device which METHODS FOR SAFE CONTROL IN
controls the segregation. See Figure 3-1
HAZARDOUS AREAS
for one example. Another more common
example is purging or pressurization. Con- Taking these three explosion preven-
trolling the atmosphere can be a very com- tion philosophies and implementing them
plex and costly procedure. produces a variety of techniques. These
include:

Figure 3-1: One way to separate the fuel/air mixture from the ignition source.

5
◆ Pneumatic (Air)
◆ Fiber Optics (Light)
◆ Explosion-Proof Enclosures (Electric)
◆ Purging or Pressurization (Electric)
◆ Encapsulation (Electric)
◆ Oil Immersion or Powder Filling
(Electric)
◆ Intrinsic Safety (Electric)
Let’s review each of these in a little
detail.
PNUEMATIC SYSTEM
Pnuematic systems are a safe means of Figure 3-2: Explosion Proof Enclosure.
combustion control because they are pow-
ered by air. This type of system is practi- sures available. Both types do not allow
cal in operations where clean compressed the explosive energy to completely escape
air is available. A typical pneumatic field the enclosure.
device is a control valve. Pneumatics can Care must be taken not to mar the
be used in only a limited number of opera- flanged surfaces. Also, all bolts must be
tions, for limited distances and have a torqued down correctly. One missing or
slow reaction time. loose bolt or scratched surface could pro-
vide a path for the explosion to reach the
FIBER OPTICS OR PHOTOVOLTAICS outside world. Explosion-proof enclosures
Photovoltaic loops provide a safe means are designed to resist the excess pressure
of control because they are powered by created by an internal explosion. They are
light. A light beam goes out to the hazar- built with a variety of materials, including
dous area and is either reflected back to cast aluminum, cast iron, welded steel and
the safe area or is interrupted. This has stainless steel.
limited distance capabilities, is affected by PURGING (PRESSURIZATION)
dust or mist, and is limited to contact sens-
ing applications. Purging prevents explosions by main-
Fiber-optic loops are also a safe means of taining a protective inert gas within the
control because they are powered by light. enclosure at a pressure that is greater
When the light reaches the instrument than the external atmosphere. This
however, it will probably need to be con- method prevents the dangerous air/gas
verted to electricity. In these cases, the mixture from entering the enclosure. Pres-
electrical safety methods discussed next sure may be preserved with or without a
must be used. Fiber optics has some poten- continuous flow of the inert gas. Pressure
tial for contact sensing but special con- loss or opening of enclosure cause the sys-
tacts need to be used, and are not yet
readily available.
EXPLOSION PROOF ENCLOSURES
The use of explosion-proof enclosures is
a method which allows ignition to occur,
but prevents any significant damaging
results from the ignition.
The explosion-proof enclosure contains
the explosion so that it does not spread to
the surroundings and cause damage to the
plant and the personnel. There are bolt-on
enclosures (shown) and screw-on enclo-
Figure 3-3: Purging.

6
tem to alarm or power down depending on
the type of purge.
There are three types of purging
methods, each of which reduce the area
classification within an enclosure. Type X
reduces classification from Division 1 to
Non-Hazardous. Type Y reduces classifica-
tion from Division 1 to Division 2. Type Z
reduces classification from Division 2 to
Non-Hazardous.
Certain criteria must be met in order for
a purging process to get rated as Type X,
Y or Z (and thereby reduce the area
classification accordingly). These criteria
are listed in Figure 3-4. Figure 3-5: Encapsulation.
ENCAPSULATION
The encapsulation method encloses the ever, let’s review a few miscellaneous
hazardous operation with a resin potting protection methods. These methods are
material that prevents accidental shorting not used very often, but they provide an in-
of electrical components. This method of- teresting insight to explosion prevention.
fers effective mechanical protection that Oil Immersion - A piece of equipment
works well as a complement to other pre- is immersed in oil. A spark can not pass
vention processes. If a spark does occur, it through the oil covering to ignite the sur-
can not escape through the potting mater- rounding atmosphere. This method is
ial into the hazardous environment. sometimes used for large electrical
apparatus such as transformers. The
MISCELLANEOUS electrical apparatus may even have
PROTECTION METHODS moving parts since the oil will not impede
The intent of this chapter is to give the the movement.
reader a background of all the various ex- Powder Filling - An enclosure con-
plosion prevention methods available. The taining electronics is filled with quartz
most popular methods are: explosion proof powder. The level and granulometry of the
housing, purging, and intrinsic safety. The powder is specified by an approval agency
rest of this book will concentrate only on (CENELEC). A spark can not pass
intrinsic safety. Before we do that, how- through the quartz powder and ignite the

TYPE Z PURGE TYPE Y PURGE TYPE X PURGE


REDUCES ENCLOSURE FROM REDUCES ENCLOSURE FROM REDUCES ENCLOSURE FROM
DIVISION 2 TO NON-HAZARDOUS DIVISION 1 TO DIVISION 2 DIVISION 1 TO NON-HAZARDOUS
1. Label stating four volumes of purge 1. Label stating four volumes of purge 1. Timer to allow 4 volumes of purge
gas needed before power. gas needed before power. gas.
2. Pressure of 0.1 inch water. 2. Pressure of 0.1 in water. 2. Pressure of 0.1 in water.
3. Enclosure temperature < 80% of 3. Fused based on enclosure thickness 3. Fused based on enclosure thickness
ignition temperature of gas. to ensure enclosure temperature to ensure enclosure temperature <
4. Purge failure alarm or indicator. (No < 80% of ignition temperature of gas. 80% of ignition temperature of gas.
automatic power-off necessary.) 4. Purge failure alarm or indicator. (No 4. Power Disconnect on purge loss.
5. Warning nameplate. automatic power-off necessary.) (Pressure or flow actuated.)
6. 1/4 inch tempered glass window. 5. Warning nameplate. 5. Warning namplate.
6. 1/4 inch tempered glass window. 6. 1/4 inch tempered glass window.
7. Equipment mounted within exclosure 7. Automatic power disconnect switch
must meet Division 2. (Hermetically on door.
Sealed Switches, Relays, Contacts.)
Figure 3-4: Purging Methods.

7
Figure 3-6: Intrinsic Safety removes the ignition source from the ignition triangle. The official definition is as follows:
Intrinsically safe equipment and wiring shall not be capable of releasing sufficient electrical or thermal energy under
normal or abnormal conditions to cause ignition of a specific atmospheric mixture in its most easily ignited concentration.

surrounding atmosphere. No moving parts tightened so gas accumulation does not in-
are possible. crease above lower explosive level (see fig-
Non-Incendive - Also called Simpli- ure 1-3) for a period longer than the
fied Protection Method in Europe, it is presumed presence of the hazardous gas/
widely used in England. This protection dust.
method does not consider fault conditions.
It assures you can not ignite a hazardous
INTRINSIC SAFETY
air/gas mixture during normal function-
ing. Devices which may spark during nor- Intrinsic Safety (I.S.) removes the igni-
mal operation such as relays and switches tion source from the ignition triangle. The
must be hermetically sealed. This safety official definition is as follows: Intrinsi-
method only applies to Division 2 areas. cally safe equipment and wiring shall not
Increased Safety - Developed in Ger- be capable of releasing sufficient electrical
many. Recognized by CENELEC. Takes or thermal energy under normal or abnor-
into account connections, wiring, compo- mal conditions to cause ignition of a spe-
nents, distances and temperature changes. cific atmospheric mixture in its most
Sealing (Limited Breathing) - Uses easily ignited concentration.
seals and gaskets. The enclosure is

METHOD ADVANTAGES DISADVANTAGES


Pneumatic 1. Self-contained system 1. Limited distances
2. Non-electric (air) 2. High maintenance
3. Limited number of operations
Fiber Optic or 1. Speed 1. Cost
Photovoltaics 2. Non-electric (light) 2. Special components (switches, etc.)
3. Limited distance, environment & applications
Explosion-Proof Enclosures 1. Familiarity 1. High cost
2. Proven applications 2. High maintenance, no live maintenance
3. High voltage 3. Size, weight
Purging (Pressurization) 1. Lowers the area classification 1. High cost & maintenance, limited access
2. Can be used in applications where 2. Gas supply needed
nothing else can be used 3. No live maintenance
Encapsulation, 1. Good complement 1. Not approved
Miscellaneous 2. Mechanical protection 2. Throw-away
Intrinsic Safety 1. Low maintenance 1. New in North America
2. Low installation cost
3. Many applications
Figure 3-7: Comparison of Safety Methods.

8
Ignition Mechanisms
Ronan’s Series X57 Intrinsic Safety Bar- IGNITION BY SPARK
riers eliminate the ignition source from The second type of ignition source is the
the ignition triangle, thereby preventing spark. Matches and cigarette lighters fall
combustion. There are two basic types of into this category. Many chemical plants
ignition sources. place containers at the entrance where
THERMAL IGNITION people must put their matches or lighters
The first type of ignition source is ther- before entering.
mal. A hot surface can cause ignition by A spark can also be produced electroni-
spontaneous combustion. This is why cally. Any electronic device which stores or
every hazardous area has a temperature produces energy can cause a spark. Let’s
classification (see Table 4-1 for a full list- discuss three different electronic ignition
mechanisms in more detail.
ing of all the temperature classifications).
Let’s take one example of how tempera- CLOSING OF CONTACTS
ture classification works. A hazardous IN CAPACITIVE CIRCUITS
area classified as T4 risks explosion if any
A capacitor stores energy in the electri-
surface gets hotter than 135°C (275°F).
cal field between its plates, and this en-
Faulty motor windings, for example, can
ergy can present itself as a spark in the
create such a high temperature very
hazardous area.
quickly. Any piece of equipment used in-
When the switch in Figure 4-2 is open in
side this particular hazardous area must
a capacitive circuit, the capacitor charges
not be capable of generating a tempera-
to a voltage “V”, and accumulates an
ture greater than 135°C. Only equipment
energy equal to one-half the capacitance
rated at T4, T5, or T6 would be allowed in
(C) times the square of the voltage.
this hazardous area.
E = 1/2 CV2
Maximum Surface Temperature When the contacts close in a capacitive
USA/
Fahrenheit Centigrade Europe Canada
circuit to discharge a capacitor, a spark
can form just before the contacts touch. Be-
842 450 T1 T1 cause the contacts are almost touching,
572 300 T2 T2 the size of the spark is small.
The switch shown in this example can
536 280 T2A
also represent field wiring which is acci-
500 260 T2B dently shorted.
446 230 T2C Figure A-1, in Appendix A, compares the
ignition voltage to capacitance.
420 215 T2D
392 200 T3 T3
356 180 T3A
329 165 T3B
320 160 T3C
275 135 T4 T4
248 120 T4A
212 100 T5 T5
185 85 T6 T6

Figure 4-1: Temperature Classifications. Figure 4-2: Closing of contacts in capacitive circuits.

9
instant the switch is opened. If the induc-
tance is large, then the voltage developed
(which is equal to L * di / dt) is large, and
a spark could appear between the two
electrodes formed by the switch opening.
The switch shown in this example can
also represent field wiring which is acci-
dently cut.
Figure A-2, in Appendix A, compares
ignition current to inductance.
OPENING AND CLOSING OF
CONTACTS IN RESISTIVE CIRCUITS
In this instance, shown in Figure 4-4,
Figure 4-3: Opening contacts in inductive circuits.
the ability to ignite the hazardous atmos-
phere depends on the open circuit voltage
OPENING CONTACTS (V = VOC), and the short circuit current (ISC
IN INDUCTIVE CIRCUITS = V/R). Energy from the power supply could

The energy stored in the magnetic field be released in the form of a spark at the
of an inductor can be released in the form point of the circuit opening or shorting.
of a spark in the hazardous area. Figure A-3, in Appendix A, compares the
With the switch in Figure 4-3 closed, ignition current to voltage for resistive
the inductor L stores an energy equal to circuits.
one-half the inductance times the square
of the current.
E = 1/2 Li2
When the switch opens, the inductor
“tries” to keep current flowing from A to B
as it had been before the switch was
opened. The voltage which attempts to con-
tinue this current flow is determined by
the equation
V = L(di/dt)
The term “di/dt” is the change in cur-
rent with respect to time. This number
can be very large because the current will Figure 4-4: Opening and closing of contacts in resistive
circuits.
change from its previous value to zero, the

10
How Intrinsic Safety Works

Figure 5-1: The Intrinsic Safety Barrier. Notice the intrinsic safety barrier is always located in the safe area.

I.S. BARRIER INTERCONNECTION Some examples of simple apparatus in-


As illustrated in Figure 5-1, an intrin- clude: thermocouples, RTD’s, switches and
sic safety barrier is inserted in the non- LED’s.
hazardous, or safe area between the I.S. Certified Apparatus - Any device
instrument and the field device. The bar- which does not fall into the category of
rier blocks dangerous energy from being simple apparatus must be I.S. Certified.
transmitted from the instrument to the This includes transmitters, current to pres-
hazardous area. This energy could be from sure convertors, solenoid valves, et. al.
a power supply, stored in capacitors, Certification may come from FM, CSA,
stored in inductors, or some combination BASEEFA, or the regional qualifying
of the three. This energy could be released agency (see chapter 8 for more details).
due to some combination of faults (open An intrinsic safety barrier is used to
circuits, shorts, grounds, etc.) occurring in connect a non-certified piece of electrical
the system. equipment in a safe area to a certified or
The field devices used in any hazard- simple field device in a hazardous area. A
ous area must be one of two types: barrier cannot be used to make an uncer-
Simple Apparatus - Barriers may be tified device safe in a hazardous area. If a
used with devices which qualify as “simple field device is uncertified, it can have inter-
apparatus” without specific approval for nal energy storing components. These com-
the simple apparatus. A simple apparatus ponents, in the case of a fault, may cause
is a field device which meets the following a spark, which in turn may start the com-
requirements: bustion process. The barrier only protects
the non-certified device in the safe area
◆ Device does not store more than 1.2 from transmitting dangerous energy to the
Volts or 20µ Joules. hazardous area. In summary, the barrier
◆ Device does not draw more than 100 is an energy limiting device placed on the
mAmps. electrical wires between the safe and haz-
◆ Device does not dissipate more than 25 ardous areas.
mWatts.

11
Figure 5-2: Zener Barrier Fault Path.

There are two basic varieties of intrinsic diodes for redundancy. The series resistor
safety barriers: the zener barrier and the limits current to the hazardous area, and
active barrier. Let’s review each of them in is considered an infallible component. The
a little detail. arrow in Figure 5-2 shows the resultant
path if excess current enters the barrier as
ZENER BARRIER a result of excess voltage input from the in-
The zener diode barrier works by di- strument.
verting potentially dangerous energy to Since a zener barrier is powered by the
ground before it can reach the hazardous loop and it has a current limiting resistor,
area. it has a voltage drop across it. This bar-
The zener diodes limit the fault voltage rier, in addition to protecting against
to the hazardous area. There are two such

Resistance Available in Loop R LOOP = 24 Volts / 20 mAmps = 1200Ω


Resistance Used Before Barrier R FIELD APPARATUS = 12 Volts / 20 mAmps = 600Ω
R LOAD = 250Ω
R LEADS = 10Ω
Resistance Available for Barrier R MAX FOR BARRIER = 1200Ω - (600Ω + 250Ω + 10Ω) = 340Ω
If the barrier resistance is greater than 340Ω, a full scale signal will never reach 20 mA, it will be a lower value.
For instance, if the barrier resistance is 500Ω, the maximum mA output will be: 24 Volts / ( 500Ω + 250Ω + 5Ω
+ 5Ω + 600Ω ) = 17.6 mA. In order for this loop to function properly, the maximum end-to-end resistance of the
barrier (through both signal paths) must be less than or equal to 340Ω.

Figure 5-3: Will the resistance of a zener barrier adversely affect this 24 V, 4-20 mA transmitter loop? Not if it is less
than 340Ω.

12
Figure 5-4: Active Barrier. An active barrier is sometimes called a galvanically isolated barrier.

dangerous energy entering the hazardous ACTIVE BARRIER


area, must allow the loop to function An active barrier uses transformers,
normally. opto-isolators or relays to provide isolation
The example in Figure 5-3 shows a between the hazardous area and the non-
24 V, 4-20 mA transmitter loop. hazardous area. It does not require an in-
In this example, the sum of the voltage trinsically safe ground connection. Either
drops around the loop can be calculated or both the hazardous area or the non-haz-
and verified that they are less than 24 V. ardous area signals may be grounded.
Instead, since the maximum resistance of This may be the most logical barrier
the barrier is specified (RMAX END TO END), choice if a high quality I.S. grounding
Ohm’s law is used (V = IR) to calculate the point is not available.
total resistance available in the loop. Figure 5-4 shows a diagram of an
Either method (loop voltage or loop resis- active barrier. The barrier requires a
tance) works identically. What we are try- 24 Vdc power supply, and can typically
ing to decide is whether or not the resis- drive larger loads than a loop powered
tance of the barrier will adversely affect zener barrier.
the loop.

13
Installation

REQUIREMENTS FOR the hazardous area device can safely


INTRINSIC SAFETY receive.
An I.S. barrier can safely be used with a
Intrinsically safe systems should satisfy field device if it has a maximum voltage
these requirements: and current less than or equal to that
u Ensure that there is a positive sepa- which the field device can safely receive.
ration of intrinsically safe and non-intrin- All these parameters are defined by the ap-
sically safe circuits. This prevents the proval agency.
ignition capable energy from intruding
into the intrinsically safe circuit.
u Separate conduit, panduit, cable
trays, etc. should be used for I.S. wiring to Entity Equations for Current and Voltage
keep it separate from the non-I.S. wiring. I TOTAL (Barrier) ≤ I MAX (Field Device)
If conduit is used, it must be sealed per VTOTAL (Barrier) ≤ I MAX (Field Device)
the applicable code. This is to prevent the
conduit from becoming a means of conduct-
ing flammable material from the hazard-
ous to the non-hazardous location. I.S.
wiring must always be identified. This can In addition to voltage and current, the
be performed by tagging the wires, label- entity parameters also include two more
ling the junction boxes, and/or color-coding terms to ensure that the energy storing
devices in the field do not store up a
the I.S. wires light blue.
dangerous amount of energy. These terms
u Ensure that the entity parameters, deal with the total capacitance and total
upon which approval of the system is inductance of the system.
based, match up correctly. A barrier has parameters which state
the maximum capacitance and maximum
ENTITY CONCEPT inductance which can be safely connected
to it. A field device has parameters which
The entity concept has been approved state the equivalent capacitance and in-
by Factory Mutual since 1978. The ductance of the field device. Since wiring
approval agency specifies the maximum has capacitance and inductance, this also
energy a barrier can ever deliver, as well needs to be considered. The capacitance of
as the maximum energy a field device can the field wiring must be added to the
ever receive and still be safe. The entity capacitance of the field device to deter-
concept allows interconnection of I.S. bar- mine whether the total capacitance for the
riers to I.S. field devices not specifically
tested in such combinations. It also allows
mixing of equipment from different
manufacturers without additional ap- Entity Equations
provals. for Capacitance and Inductance
Certification of barriers and field Capacitance + Capacitance ≤ Capacitance
devices is based on the following condi- (Field Device) (Field Wiring) (I.S. Barrier Max)
tions. Barrier entity parameters (from
FM) must state the maximum voltage and Inductance + Inductance ≤ Inductance
current delivered under fault conditions. A (Field Device) (Field Wiring) (I.S. Barrier Max)
field device entity parameter must state
the maximum current and voltage which

14
field exceeds the maximum allowed for ◆ Since zener diode barriers work by di-
connecting to the I.S. barrier. The same verting fault currents, they must have a
principle applies to the inductance. good quality ground.
◆ The impedance of the conductor from
GROUNDING the barrier ground bus to the ground con-
nection should be less than 1 ohm.
When using zener barriers, the danger-
ous energy is diverted to ground. There- ◆ Follow local codes.
fore, it is important to ensure a high ◆ Ground cables should be insulated.
quality intrinsic safety ground. In fact,
because this grounding is so critical, two ◆ Ground cables should be protected me-
separate ground connections from each chanically if there is a risk of damage.
barrier are recommended, each with a re- ◆ Ground cable should be an uninterupted
sistance of less than 1 ohm. run to the nearest high integrity earth
The following rules should be adhered to point.
for I.S. grounding: ◆ Redundant cables are advisable.

15
Certification

Intrinsically safe products and systems electrical equipment would include


are certified or approved as safe by explosion-proof, non-incendive, and intrin-
various agencies. These same agencies sically safe devices.
also approve explosion-proof devices, Equipment rated as intrinsically safe is
enclosures and accessories. recognized by article 500 of the National
Why doesn’t a customer just buy safety Electrical Code as safe for use in hazard-
products from a vendor, connect them up, ous locations without special enclosures or
and pronounce the system safe? Why does physical protection that would otherwise
he need an approval agency? be required.
The approval agency does all the safety The Factory Mutual approval standard
analysis for the end user. The user now for intrinsic safety is number 3610, dated
does not have the responsibility for deter- October, 1988. Any intrinsically safe
mining whether or not the system is safe. product, whether it is located in the haz-
Most users do not have the extensive igni- ardous area or it connects to a device in
tion testing facilities found at the approval the hazardous area, must meet this
agencies. For a user to evaluate all the approval standard. After January 1, 1992,
equipment he uses would require an enor- any device which was not examined or not
mous investment. re-examined under this new standard can
Another important reason for going not be sold as an I.S. device. This new
through an approval agency is that the standard attempts to get rid of all the var-
user reduces his liability by specifying ious I.S. products on the market approved
only approved devices (including simple to old standards. In the past, companies
devices) for use in hazardous areas. Most would get a “grandfather clause” and sell
insurance companies require approved new devices approved to old standards.
devices in the hazardous areas. Large com- The sharp customer will want to verify
panies that are self-insured typically re- that any I.S. product he purchases (i.e. I.S.
quire all approved devices as well. field device, I.S. barrier, or product with in-
The certification agencies in the U.S.A. tegral I.S. barrier) is approved to the new
are Underwriters Laboratory (UL) and standard. He will also want to know what
Factory Mutual Research Corporation applications the approval is for: e.g., can
(FM or FMRC). Typically, FM does most of you use the product with two barriers con-
the intrinsically safe approvals. UL has nected in parallel, or one barrier con-
steered more towards handling approvals nected to two field devices? Additionally,
for systems rated at 115 Vac and higher, he will want to know the entity parame-
which have no application in intrinsic ters for the product. The customer can ask
safety. the vendor for a copy of the approval as
FM has been around for well over 100 well as for the appropriate installation
years. FM started when a group of insur- drawings.
ance companies formed a lab to test The design standard, which both FM
products used in the properties they and UL design their approval processes to
insured. This agency approves a wide meet, is ANSI/UL 913 (formerly NFPA
variety of equipment, materials, and ser- 493). The installation standard is
vices for property conservation. A few of ANSI/ISA RP12.6, “Installation of Intrin-
these products are fire extinguishers, auto- sically Safe Instrumentation Systems in
matic sprinkler systems, building Class I Hazardous Locations.” This
materials, shut-off valves, and electrical documentation should be used for guid-
equipment used in hazardous areas. Such ance on I.S. installations. The National

16
Electrical Code, section 504, also discusses Factory Mutual Standard for Electrical
I.S. installation. Utilization Equipment. This ensures a
In Canada, I.S. product approvals are piece of equipment is not a shock or fire
obtained through the Canadian Standard hazard.
Association (CSA). This group develops When someone specifies FM approval,
the standard and also certifies devices to they should specify which type of FM
the standard. approval they require. If it is general
When obtaining FM and CSA approv- purpose (G.P.) approval, a device which is
als for intrinsic safety, the equipment approved for I.S. or G.P. can be used. If
must also meet the requirements for gen- the approval is for I.S., only I.S. approved
eral purpose use. For FM, this means you devices may be used.
must also meet the requirements of the

17
Definition of Barrier Terms
VOLTAGE I.S. barrier term should not be confused
with the VMAX entity parameter of a field
Open Circuit Voltage (VOC) - The maxi-
device.
mum voltage a barrier can deliver to the
hazardous area in the case of a fault. This RESISTANCE
value is assigned by Factory Mutual
based on the configuration of the barrier Basic Safety Specifications (Ohms) -
application. This entity parameter is The value of the terminating resistor.
tested and assigned by Factory Mutual. This resistor performs the current-limit-
ing function, and is a wire wound (infal-
Basic Safety Specification (V) -
lible) resistor.
Approximate maximum voltage a barrier
can deliver to the hazardous area. The Maximum End-to-End Resistance
design engineer will want to use VOC in- (Ohms) - The total resistance of the bar-
stead of this term. rier between the safe and the hazardous
area connection terminals, including all
Working Voltage (VWK) - The maximum
resistors and fuses.
dc voltage (or peak ac voltage) that can be
connected between the safe area ter- CURRENT
minals and ground, with the hazardous
area terminals open circuited. This is the Short Circuit Current (ISC) - The maxi-
maximum voltage the barrier can safely mum current a barrier can deliver to the
pass with no (or very little) leakage cur- hazardous area in a fault situation. It is
rent through the zener diodes to ground. based on the configuration of the barrier
application. This entity parameter is
Maximum Voltage (VMAX) - The maxi-
tested and assigned by Factory Mutual.
mum peak voltage which can be sustained
without opening the fuse. The hazardous Basic Safety Specification (mA) - The
area terminals are open circuited for this approximate maximum short circuit cur-
measurement. If they are not, then this rent available in the hazardous area
current will reduce VMAX. This is a under fault conditions. This value is calcu-
measure of zener diode breakdown lated from the basic safety specifications
tolerance, and fuse characteristics. This for voltage and resistance (V/R).

18
Barrier Selection
Intrinsically safe barriers are designed
to be application oriented. If you want a
barrier for any application, an RTD, for ex-
ample, you can select one of the few barri-
ers a company has designed for RTD’s.
You may have a choice of a zener barrier
to work with a two wire RTD, another
zener barrier to work with a three wire
RTD, and yet another zener barrier to
work with a four wire RTD. You may also
have a choice of an isolating active barrier
and even a barrier which takes a three
wire RTD input, performs signal condition-
ing, and gives an isolated, linearized, 4-20
mA output.
In general, once you know the applica-
tion, you can choose from a small subset
of a manufacturers’ large variety of bar-
riers. There are certain steps that you
need to go through to select the proper
barrier.
current passes through the barrier resis-
We are now ready to go through the
tance. This must be considered, because
process of selecting an I.S. barrier for an
during normal operating conditions, we do
application. We will go through all the
not want the voltage drop across the bar-
steps required so you can become familiar
rier to adversely affect the circuit. This
with them. Two examples follow, both
will not affect the safety of the loop, it will
with the same application.
just not allow the loop to function prop-
The first example is basic barrier selec-
erly. These examples do not attempt to
tion. It takes into account voltage and cur-
choose between an active or a zener bar-
rent. The second example is advanced
rier. The benefits of each were discussed
barrier selection and is shown in Chapter
earlier. The examples work equally well
10. In this example, we take the basic bar-
for both active and zener barriers.
rier selection and expand it to include
Lastly, these examples do not consider
capacitance and inductance. These four
multiple channel barriers, connecting mul-
parameters: voltage, current, capacitance,
tiple field devices to one barrier, or con-
and inductance help form the entity con-
necting multiple barriers to one field
cept which allows users to safely “mix and
device. This gets a little more complicated.
match” barriers and field devices from dif-
Any barrier must have an approved instal-
ferent manufacturers.
lation drawing showing that it is ap-
These examples show two considera-
proved for the particular connection you
tions the user needs to look at when select-
are considering.
ing a barrier. The first is that the barrier
allows the loop to function during normal BASIC BARRIER SELECTION
operating conditions. The second is that
the loop is safe during fault conditions. In When selecting a barrier, you must ask
order to impress certain points, these ex- the following questions:
amples do not review the voltage drop ◆ What is the hazardous area classifica-
that will occur across the barrier when tion?

19
Figure 9-1: Basic Barrier Selection. In order to simplify the understanding of barrier selection, we will not consider the
capacitance or inductance of the field wiring and the field device in the basic example. We will add this to the advanced
example. The basic barrier selection example satisfies the three equations, therefore it is an approved loop. In addition to
the three equations, the field device must be approved for use in that particular hazardous area (CL1, DIV1, GPC, T4).
The barrier must also be approved for connection to that hazardous area (CL1, DIV1, GPC). All the critical safety ap-
proval parameters can be found in the installation drawings done by the manufacturer of the barrier and the field device.

◆ What is the input voltage to the barrier Figure 9-1 shows a barrier connected be-
with respect to ground (AC, +DC, or -DC)? tween an instrument in the safe area and
This is called VLOOP. an I.S. approved field device. The barrier
◆What is the maximum voltage and cur- can be safely used here and has full ap-
rent which can be applied to the field proval. During normal operating condi-
device (VMAX and IMAX)? These are the tions, this instrument loop operates at
entity parameters of the field device +24 Vdc. The zener diodes in the barrier
assigned by FM. do not start to conduct any voltage to
ground until that voltage reaches +25.5
You will want to follow these guidelines Vdc. Thus, under normal operating condi-
when selecting a barrier: tions, the barrier is transparent to the
◆ Select a barrier that is approved for use loop.
in the hazardous area where it will be During fault conditions, the maximum
installed. voltage the barrier can ever deliver to the
◆ VLOOP  VWKG (barrier) hazardous area is 31.2 V. The field device
is approved safe for that hazardous area if
◆ VOC (barrier) ≤ VOC it never receives more than 35 V. The bar-
◆ ISC (barrier) ≤ IMAX rier ensures this. The barrier can never
VWKG = working voltage deliver more than 90 mA to the hazardous
VOC = max voltage delivered to the hazardous area area during fault conditions. The field
ISC = max current delivered to the hazardous area
device is safe as long as it never receives
VMAX = max voltage which can safely be applied to the field device
IMAX= max current the field device can safely draw
more than 110 mA. The barrier ensures
this as well. Therefore, because the volt-
age and current entity parameters match

20
up correctly, this loop is approved intrinsi-
cally safe.
This was a little bit simplified, and did
not consider the capacitance and induc-
tance entity parameters. In reality, all the
entity parameters (voltage, current,
capacitance and inductance) must match
up correctly in order for the loop to be
approved intrisically safe. The entity
parameters are all given by the approval
agency and obtained through the manufac-
turer. These are shown in an installation
drawing. There is one installation draw-
ing from the barrier manufacturer and
one from the I.S. field device manufac-
turer. Both of these should be obtained by
the user to ensure correct design. And
keep in mind, just because the loop is safe
does not mean that it works!
The normal operating conditions are
given by the manufacturer and are not
subject to approvals.
Let’s take the next step and discuss
capacitance and inductance.

CABLE CAPACITANCE
AND INDUCTANCE
A cable (or wire) is an energy storing
device. A cable stores capacitive energy
and inductive energy. From an intrinsic
safety standpoint, this cabling needs to be Figure 9-2: Cable Capacitance and Inductance.
analyzed to ensure safety at the system
level. What good does it do to limit the
amount of energy which can be passed The maximum inductive energy which
through the barrier if potentially is stored in the cable is related to the ratio
dangerous energy can be stored in the L/R, and is independent of the cable
cable? length.
Figure 9-2 diagrams the relationship of The L/R parameter is the unit induc-
capacitive energy to cable length and of in- tance of the cable divided by the unit resis-
ductive energy to cable length. Capacitive tance of the cable. This parameter is used
energy stored in cabling increases as cable in the example in Chapter 10.
length increases.

21
Advanced Barrier Selection
(Includes Cabling)

Let’s go through our first example a u For the cables: What is the
second time, taking into consideration capacitance and inductance of the cable
capacitance and inductance. In addition to used [CCABLE (in pF/ft.), and LCABLE (in
the questions asked in the basic selection, µΗ/ft.)]? The L/R ratio of the cable can be
we need to ask the following: used instead of the inductance/ft.,
u For the field device: What is the simplifying the calculations.
value of the capacitance and inductance u For the barrier: What is the amount
appearing at its terminals? (This is called of capacitance and inductance which may
CEQ and LEQ and is specified by FM.) be safely connected to it? This is called
CA and LA and is specified by FM.)

Figure 10-1: Advance Barrier Selection. In this example, we take the basic example and also consider the capacitance
and inductance of the field wiring and the field device.

22
The following simple equations need to Since capacitive energy increases per
be satisfied: unit length, 5000 ft. is the max. cable
length permitted due to capacitive energy.
CEQ + CCABLE ≤ CA
However, inductive energy calculations
LEQ + LCABLE ≤ LA result in a maximum length of 2667 ft.
Figure 10-1 illustrates the previous ex- The ideal intrinsic safety system
ample with capacitance and inductance designer takes the capacitance and
taken into consideration. The maximum inductance into account at the beginning
allowable cable capacitance, and therefore of the design, not as an afterthought to
maximum allowable cable length is calcu- verify safety.
lated as follows: The designer can calculate that capaci-
tance and inductance allowed in the cable.
CEQ + CCABLE ≤ CA Next, knowing his longest cable length,
CCABLE = CA - CEQ he can calculate some cable requirements.
The values used in the above example
= 0.4 µF - 0.2 µF
(40 pF/ft. and 0.3 µH/ft.) are typical
= 0.2 µF max parameters and are usually not exceeded
Length = 0.2 µF / 40 pF / ft in instrumentation cable. By defining
= 5000 ft max maximum cable parameters, the designer
Due to Capacitive Energy is leaving nothing to chance.

LEQ + LCABLE ≤ LA
LCABLE = LA - LEQ
= 2.9 mH - 2.1 mH
= 0.8 mH max
Length = 0.8 mH / 0.3 µH / ft
= 2667 ft max
Due to Inductive Energy

23
Ronan’s Philosophy on
the Intrinsic Safety Barrier
Before designing the X57 Series, Ronan Several factors involved meeting the
investigated many different factors that requirements of the various approval
should go into the design of an intrinsic agencies. In the development of the I.S.
safety barrier. approval standards, these agencies took

Figure 11-1: Intrinsic Safety Barriers with Surface Mount Chassis.

24
extra safety precautions with each step. “Should a safety barrier require removal
Some of these measures include: assum- from the intrinsically safe circuit please fol-
ing any mixture present is at its most low these guidelines.
easily ignited concentration, 1.5 safety fac- Disconnect the wiring from the safety
tor on the maximum current allowed, two barrier’s nonhazardous terminals prior
ground wires for redundancy, and two to disconnecting wires from the intrinsi-
zener diodes required per channel. cally safe terminals.
When these safety standards were re-
leased, an alarming fact was discovered. Cover bare wire ends with tape or other
Although no explosions have occurred insulating material, especially those
with intrinsic safety barriers properly in- conductors that are towards the hazard-
stalled, explosions have resulted from ous (classified) location.
faulty installations. Disconnect the safety barrier from
Further research and customer feed- ground. In most cases this step will
back illustrated a major need for easy in- also remove the safety barrier from the
stallation, low maintenance and safety mounting hardware.
assurance. Observation of I.S. loops in the Reverse this procedure to mount the
field showed additional areas where im- new barrier."
provement was needed.
Taking all of these factors into account, Obviously these guidelines leave much
Ronan developed a chassis-based design to be desired.
with modular (plug-in) barriers. All u The chassis is easily installed and
wiring connects directly to the chassis, not ready to use, unlike the flimsy “do-it-your-
to the individual barriers. Also, a metal self” mounting arrangements available
cover plate is provided to insulate the blue elsewhere.
hazardous area terminal blocks. This u The zener barriers, which require
gives additional protection for the intrin- ground, all connect to an FM approved in-
sically safe wiring. These design features ternal I.S. ground bus. This bus connects
have many advantages: to two external mounting studs which the
u The chassis has FM, CSA, and user connects to I.S. ground. In a typical
BASEEFA (CENELEC) approvals. 20 position chassis, this reduces the num-
ber of crucial ground connections by 95%.
u Users wire up their system and can
verify wiring accuracy before inserting u The active barriers, which require 24
any barriers in the loop. This minimizes Vdc to operate, all connect to an internal
the risk of losing any barriers during power bus. This reduces the number of
start up. power connections by up to 95%.
uIf a barrier needs to be removed or u Any barrier can connect to any position
replaced, wire removal is not necessary. in any chassis.
The old barrier snaps out easily and the Keying of barrier and chassis positions
new one snaps in. is available in order to prevent putting a
This eliminates a major cause of intrin- barrier in the wrong position.
sic safety problems: maintenance. Most In short, Ronan took an acceptable
manufacturers of barriers do not provide standard and went the extra mile to make
additional safety in their mounting pack- it better, developing a design strategy
age to reduce installation and main- that does not rely on ideal situations.
tenance errors. Here’s a direct quote from Ronan I.S. Barriers provide safety along
another manufacturer of barriers concern- with ease of installation and maintenance
ing replacement of intrinsic safety in the real world.
barriers.

25
Appendix: Ignition Graphs
The following are some of
the many graphs which an
intrinsic safety approval
agency uses when certify- COMPARISON OF
ing a field device for use in IGNITION VOLTAGE
a particular hazardous TO CAPACITANCE
area. These are the actual FOR CIRCUITS
IN HYDROGEN
ignition graphs for the ENVIRONMENTS
various gases. They repre-
sent the amount of electri-
cal energy required to cause
the combustion of an
air/gas mixture at its most
easily ignited concentra-
tion. The area under the
curves represents an en-
ergy which is too small to
cause an explosion.
Figure A-1 applies to
resistance-capacitance cir-
cuits only. This graph com-
pares the ignition voltage to C
capacitance for a Group B
gas at its most easily
ignited concentration.
Various current limiting
resistors are added in
series to the discharge path
of the capacitance. This is
shown to lower the effective
capacitance.

Figure A-1: Capacitance Circuits

26
Figure A-2 applies to resistance-induc- safety factor of 1.5 is applied to the igni-
tance circuits only. This graph compares tion current allowed.
the ignition current to voltage for specific The approval agencies apply safety fac-
values of inductance. The curves repre- tors when using these graphs. You are not
sent the inductive energy required to allowed to have a circuit which operates
cause the combustion of a Group B gas at just below the ignition energy required for
its most easily ignited concentration. a particular gas. This would be too close to
Figure A-3 applies to resistive circuits a potentially dangerous situation.
only and shows the combinations of volt- The selection of which intrinsic safety
age and current which will ignite air/gas barrier to use for a particular application
mixtures for groups A, B, C and D. When does not entail the use of these graphs
designing intrinsically safe products, a

COMPARISON OF
IGNITION CURRENT TO
VOLTAGE FOR
Minimum Value of ISC for Ignition (Amps)

VARIOUS INDUCTANCE
CIRCUITS IN GROUP B

Open Circuit Voltage VOC (Volts)

Figure A-2: Inductance Circuits

27
COMPARISON OF
IGNITION CURRENT
TO VOLTAGE FOR
RESISTANCE CIRCUITS

Figure A-3: Resistance Circuits

28

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