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Fundamental Machine Guarding |
All machines consist of three fundamental areas: the point of
operation, the power transmission device and the operating controls.
Despite all machines having the same basic components, their
safeguarding needs differ widely due to varying physical
characteristics and operator involvement.
The following guidelines address the general requirements for
machinery set forth by OSHA, the motions and actions that contribute
to different machine hazards, and additional considerations that
entail overall machine and operator safety.
The point of operation is where work is performed on the material,
such as cutting, shaping, boring or forming of stock.
The power transmission apparatus is all the components of the
mechanical system, which transmit energy to the part of the machine
performing the work. These components include flywheels,
pulleys, belts, connecting rods, couplings, cams, spindles, chains,
cranks and gears.
Other moving parts refers to all parts of the machine that move
while the machine is working. These can include reciprocating,
rotating and transverse moving parts, as well as feed mechanisms
and auxiliary parts of the machine.
Fixed Guard
As its name implies, a fixed guard is a permanent part of the
machine. It is not dependent upon moving parts to function.
It may be constructed of sheet metal, screen, wire cloth, bars,
plastic, or any other material that is substantial enough to
withstand whatever impact it may receive and to endure prolonged
use. This guard is usually preferable to all other types because of
its relative simplicity.
Its advantages include construction to suit many applications, and
in-plant construction is often possible. It can provide maximum
protection, and usually requires minimum maintenance, and can
be suitable to high production, repetitive operations.
Limitations include possible interference with visibility. A fixed
guard can be limited to specific operations; machine adjustment and
repair often require its removal thereby necessitating other
means of protection for maintenance personnel.
Interlocked Guard
When this type of guard is opened or removed, the tripping mechanism
and/or power automatically shuts off or disengages; the moving parts
of the machine are stopped, and the machine cannot cycle
or be started until the guard is back in place.
An interlocked guard may use electrical, mechanical, hydraulic or
pneumatic power or any combination of these. Interlocks should not
prevent “inching” by remote control if required. Replacing the guard
should not automatically restart the machine. To be effective, all
removable guards should be interlocked to prevent occupational
hazards.
Advantages include the ability to shut off or disengage power, stop
the moving parts and prevent starting of machine when guard is open.
An interlocked guard should require the machine to be stopped before
the worker can reach into the danger area.
Other advantages include:
• Can provide maximum protection; and
• Allows access to machine for removing jams without time consuming
removal of fixed guards.
On the other end, interlocked guards require careful adjustment and
maintenance; and it may be easy to disengage.
Adjustable Guard
Adjustable guards are useful because they allow flexibility in
accommodating various sizes of stock, and they provide a barrier
that may be adjusted to facilitate a variety of production
operations.
Its advantages include:
• Can be constructed to suit many specific applications; and
• Can be adjusted to admit varying sizes of stock.
Limitations include the following possibilities:
• Hands may enter danger area - protection may not be complete at
all times
• May require frequent maintenance and/or adjustment.
• The guard may be made ineffective by the operator.
Self-Adjusting Guard
The openings of self-adjusted barriers are determined by the
movement of the stock. As the operator moves the stock into the
danger area, the guard is pushed away, providing an opening that is
only
large enough to admit the stock. After the stock is removed, the
guard returns to the rest position. This guard protects the operator
by placing a barrier between the danger area and the operator. The
guards may be constructed of plastic, metal, or other substantial
material.
Self-adjusting guards offer different degrees of protection. Other
advantages include a barrier that moves according to the size of the
stock entering the danger area. Off-the-shelf guards are often
commercially available.
However, self-adjusting guards don’t always provide maximum
protection. They may interfere with visibility, and require frequent
maintenance and adjustment.
Safety Devices
A number of safety devices may perform one of several functions.
They may stop the machine if a hand or any part of the body is
inadvertently placed in the danger area; restrain or withdraw the
operator’s
hands from the danger area during operation; require the operator to
use both hands on machine controls, keeping both hands and body out
of danger; or provide a barrier which is synchronized
with the operating cycle of the machine in order to prevent entry to
the danger area during the hazardous part of the cycle.
Photoelectric
The photoelectric (optical) presence sensing device uses a system of
light sources and controls that can interrupt the machine’s
operating cycle. If the light field is broken, the machine stops and
will not cycle.
This device must be used only on machines that can be stopped before
the worker can reach the danger area. The design and placement of
the guard depends upon the time it takes to stop the
mechanism and the speed at which the employee’s hand can reach
across the distance from the guard to the danger zone.
• Machine will not start cycling when the light field is
interrupted;
• When the light field is broken by any part of the operator’s body
during the cycling process, immediate machine braking is activated;
• Can allow freer movement for operator;
• Simplicity of use;
• Used by multiple operators;
• Provide passerby protection; and
• No adjustment required.
Radiofrequency
The radiofrequency (capacitance) presence-sending device uses a
radio beam that is part of the machine control circuit.
When the capacitance field is broken, the machine will stop or will
not activate. Like the photoelectric device, this device shall only
be used on machines which can be stopped before the worker can reach
the danger area. This requires the machine to have a friction clutch
or other reliable means for stopping.
Machine cycling will not start when the capacitance field is
interrupted. When the capacitance field is disturbed by any part of
the operator’s body during the cycling process, immediate machine
breaking is activated. Benefits include:
• Can allow freer movement for operator:
• Does not protect against mechanical failure;
• Antennae sensitivity must be properly adjusted; this adjustment
must be maintained properly; and
• Limited to machines that can be stopped.
Electromechanical
The electromechanical sensing device has a probe or contact bar that
descends to a predetermined distance when the operator initiates the
machine cycle. If there is an obstruction preventing it from
descending its full predetermined distance, the control circuit does
not actuate the machine cycle.
Safeguarding Action: Contact bar or probe travels a predetermined
distance between the operator and the danger area. Interruption of
this movement prevents the starting of machine cycle. Can allow
access at the point of operation.
Contact bar or probe must be properly adjusted for each application;
this adjustment must be maintained properly.
Pullback Devices
Pullback devices utilize a series of cables attached to the
operator’s hands, wrists, and/or arms. This type of device is
primarily used on machines with stroking action. When the slide/ram
is up between cycles, the operator is allowed access to the point of
operation.
When the slide/ram begins to cycle by starting its descent, a
mechanical linkage automatically assures withdrawal of the hands
from the point of operation.
As the machine begins to cycle, the operator’s hands are pulled out
of the danger area. It limits the movement of the operator, and
eliminates the need for auxiliary barriers or other interferences
at the danger area. It may obstruct work space around the operator.
Adjustments must be made for specific operations and for each
individual.
Requires frequent inspections and regular maintenance. Requires
close supervision of the operator’s use of the restraint (holdout)
device utilizes cables or straps that are attached to the operator’s
hands and a fixed point. The cables or straps must be adjusted to
let the operator’s hands travel within a predetermined safe area.
There is no extending or retracting action involved.
Consequently, hand-feeding tools are often necessary if the
operation involves placing material into the danger area.
Limitations include the following:
• Prevents the operator from reaching into the danger area;
• Little risk of mechanical failure;
• Limits movement of operator;
• May obstruct work space;
• Adjustments must be made for specific operations and each
individual; and
• Requires close supervision of the operator’s use of the equipment.
Safety Trip
Safety trip controls provide a quick means for deactivating the
machine in an emergency situation. A pressure-sensitive body bar,
when depressed, will deactivate the machine. If the operator or
anyone trips, loses balance, or is drawn toward the machine,
applying pressure to the bar will stop the operation.
The positioning of the bar, therefore, is critical. It must stop the
machine before a part of the employee’s body reaches the danger
area.
Advantages include:
• Simplicity of use;
• All controls must be manually activated; and
• May be difficult to activate controls because of their location.
Limitations:
• Only protects the operator;
• May require special fixtures to hold work; and
• May require a machine brake.
The two-hand control requires constant, concurrent pressure by the
operator to activate the machine. This kind of control requires a
part-revolution clutch, brake, and a brake monitor if used on a
power press. With this type of device, the operator’s hands are
required to be at a safe location (on control buttons) and at a safe
distance from the danger area while the machine completes its
closing cycle.
Concurrent use of both hands is required, preventing the operator
from entering the danger area. Operator’s hands are at a
pre-determined location.
Operator’s hands are free to pick up a new part after first half of
cycle is completed.
Limitations are that it requires a partial cycle machine with a
brake. Some two hand controls can be rendered unsafe by holding with
arm or blocking, thereby permitting one-hand operation; and it
protects only the operator.
The two-hand trip requires concurrent application of both the
operator’s control buttons to activate the machine cycle, after
which the hands are free. This device is usually used with machines
equipped with full-revolution clutches.
The trips must be placed far enough from the point of operation to
make it impossible for the operator to move his or her hands from
the trip buttons or handles into the point of operation before the
first half of the cycle is completed. The distance from the trip
button depends upon the speed of the cycle and the band speed
constant. Thus the operator’s hands are kept far enough away to
prevent them from being placed in the danger area prior to the
slide/ram or blade reaching the full “down” position.
To be effective, both two-hand controls and trips must be located so
that the operator cannot use two hands or one hand and another part
of his/her body to trip the machine.
Concurrent use of two hands on separate controls prevents hands from
being in the danger area when the machine cycle starts. Advantages
include:
• Operator’s hands are away from danger area;
• Can be adapted to multiple operations;
• No obstruction to hand feeding;
• Does not require adjustment for each operation;
• Operator may try to reach into danger area after tripping machine;
• Some trips can be rendered unsafe by holding with arm or blocking,
thereby permitting one-hand operation; and
• Protects only the operator and may require special fixtures.
Gate
The gate is a moveable barrier that protects the operator at the
point of operation before the machine cycle can be started. Gates
are, in many instances, designed to be operated with each machine
cycle. To be effective, the gate must be interlocked so that the
machine will not begin a cycle unless the gate guard is in place. It
must be in the closed position before the machine can function. If
the gate is not permitted to descend to the fully closed position,
the press will not function.
Another potential application of this type of guard is where the
gate is a component of a perimeter safeguarding system.
Here the gate may provide protection not only to the operator but to
pedestrian traffic as well. It also:
• Provides a barrier between danger area and operator or other
personnel;
• Can prevent reaching into or walking into the danger area;
• May require frequent inspection and regular maintenance; and
• May interfere with operator’s ability to see the work. FSM
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