SIST EN ISO 16092-2:2021
(Main)Machine tools safety - Presses - Part 2: Safety requirement for mechanical presses
Machine tools safety - Presses - Part 2: Safety requirement for mechanical presses
This document, in addition to ISO 16092-1, specifies technical safety requirements and measures to be adopted by persons undertaking the design, manufacture and supply of the following groups of mechanical presses and mechanical press production systems:
— Group 1: Presses with a part revolution clutch(es);
— Group 2: Presses with a servo drive system (Mechanical servo presses).
NOTE 1 Requirements in this document are essentially applicable to both groups of the mechanical press. If a requirement applies to only one group, then the group is specified.
NOTE 2 Other types of motorized drive systems provide similar functionalities to what is commonly called "servo drives" or "servo motors", and as such their use is considered the same within the terms used in this document (e.g. variable frequency drive systems).
The presses covered by this document range in size from small high-speed machines with a single operator producing small workpieces to large relatively slow-speed machines with several operators and large complex workpieces.
This document deals with all significant hazards relevant to mechanical presses and ancillary devices (e.g. moving die cushions, work-piece ejectors, feeding and transfer systems) which are integral to the machine, when they are used as intended and under the conditions of misuse which are reasonably foreseeable by the manufacturer (see Clause 4). All phases of the machine life cycle as described in ISO 12100:2010, 5.4 have been taken into consideration.
NOTE 2 All significant hazards means those identified or associated with presses at the time of the publication of this document.
In addition to machines not covered by ISO 16092-1:2017, this document does not cover machines which:
a) transmit energy to impart press slide motion by using hydraulic or pneumatic means;
b) have two or more slides moving in different angular orientations from each other;
NOTE 3 This document applies to presses which have two or more slides moving in the same angular orientations, e.g. a press which has inner and outer slides.
c) transmit energy to impart press slide motion by using a linear motor mechanism(s).
Werkzeugmaschinen Sicherheit - Pressen - Teil 2: Mechanische Pressen
Dieses Dokument legt, zusätzlich zu ISO 16092-1, die technischen Sicherheitsanforderungen und maßnahmen fest, die von Personen zu beachten sind, die mit der Konstruktion, der Herstellung und der Lieferung der folgenden Bauarten von hydraulischen Pressen und den folgenden mechanischen Pressenproduktionssystemen betraut sind.
- Bauart 1: Pressen mit kraftschlüssiger(n) Kupplung(en);
- Bauart 2: Pressen mit einem Servo-Antriebssystem. (Mechanische Servopressen).
ANMERKUNG 1 Die Anforderungen in diesem Dokument gelten im Wesentlichen für beide Bauarten der mechanischen Presse. Gilt eine Anforderung nur für eine Bauart, wird die Bauart spezifiziert.
ANMERKUNG 2 Andere Arten von motorisierten Antriebssystemen bieten ähnliche Funktionalitäten wie das, was allgemein als "Servoantriebe" oder "Servomotoren" bezeichnet wird, und als solche wird ihre Verwendung innerhalb der in diesem Dokument verwendeten Begriffe als gleich betrachtet (z. B. variable Frequenzantriebssysteme).
Die durch dieses Dokument abgedeckten Pressen variieren im Größenbereich von kleinen Hochgeschwindigkeitsmaschinen mit einem einzelnen Bediener, welche kleine Werkstücke produzieren bis hin zu großen Maschinen mit relativ langsamer Geschwindigkeit mit mehreren Bedienern und großen komplexen Werkstücken.
Dieses Dokument befasst sich mit allen für mechanische Pressen relevanten signifikanten Gefährdungen und mit Zusatzeinrichtungen (zum Beispiel das Bewegen von Ziehkissen, Werkstückauswürfe, Zuführungs- und Transfersysteme), die ein fester Bestandteil der Maschine sind, und zwar bei bestimmungsgemäßer Verwendung und unter den Bedingungen von missbräuchlicher Verwendung, welche vom Hersteller vernünftigerweise vorhersehbar sind (siehe Abschnitt 4). Alle Phasen der Lebensdauer der Maschine, wie in ISO 12100:2010, 5.4 beschrieben, haben Berücksichtigung gefunden.
ANMERKUNG 2 Alle wesentlichen Gefährdungen sind solche, die zum Zeitpunkt der Veröffentlichung dieses Dokuments identifiziert wurden oder mit Pressen verbunden sind.
Zusätzlich zu den Maschinen, die nicht von ISO 16092-1:2017 abgedeckt werden, deckt dieses Dokument keine Maschinen ab, die:
a) Energie für die Bewegung des Pressenstößels hydraulisch oder pneumatisch übertragen;
b) über zwei oder mehr Stößel verfügen, die sich in unterschiedlichen Winkelausrichtungen zueinander bewegen;
ANMERKUNG 3 Dieses Dokument gilt für Pressen, die über zwei oder mehr Stößel verfügen, die sich in denselben Winkelausrichtungen bewegen, zum Beispiel eine Presse, die über innere und äußere Stößel verfügt.
c) Energie übertragen, um die Bewegung des Pressenstößels mit Hilfe eines Linearmotor-Mechanismus zu übertragen.
Sécurité des machines-outils - Presses - Partie 2 : Exigences de sécurité pour les presses mécaniques
Le présent document, appliqué avec l'ISO 16092‑1, spécifie les exigences techniques de sécurité et les dispositions que doivent respecter les personnes chargées de la conception, de la construction et de la fourniture des groupes suivants de presses mécaniques et de systèmes de production des presses mécaniques:
— Groupe 1: Presses à embrayage à friction;
— Groupe 2: Presses avec un système de servo-entraînement (servopresses mécaniques).
NOTE 1 Les exigences du présent document s'appliquent essentiellement à ces deux groupes de presse mécanique. Lorsqu'une exigence ne s'applique qu'à un seul groupe, celui-ci est alors spécifié.
NOTE 2 D'autres types de systèmes d'entraînement motorisés offrent des fonctionnalités similaires à ce que l'on appelle communément les «systèmes de servo-entraînement» ou «servomoteurs», et leur utilisation est donc considérée comme identique dans les termes utilisés dans le présent document (par exemple, les systèmes d'entraînement à fréquence variable).
Les presses couvertes par le présent document vont des petites machines à grande vitesse avec un seul opérateur produisant de petites pièces aux grandes machines à vitesse relativement lente avec plusieurs opérateurs et produisant de grandes pièces complexes.
Le présent document traite de tous les phénomènes dangereux significatifs applicables aux presses mécaniques et dispositifs auxiliaires (par exemple: les coussins mobiles, les éjecteurs de pièces et les systèmes d'alimentation et de transfert) qui font partie intégrante de la machine, lorsqu'elles sont utilisées normalement et dans les conditions de mauvais usage raisonnablement prévisible par le fabricant (voir l'Article 4). Toutes les phases du cycle de vie de la machine, telles que décrites dans l'ISO 12100:2010, 5.4 ont été prises en compte.
NOTE 2 L'expression «tous les phénomènes dangereux significatifs» fait référence à ceux qui sont identifiés ou associés aux presses au moment de la publication du présent document.
Outre les machines non couvertes par l'ISO 16092‑1:2017, le présent document ne couvre pas les machines qui:
a) transmettent de l'énergie pour donner un mouvement du coulisseau de la presse en utilisant des moyens hydrauliques ou pneumatiques;
b) ont deux ou plusieurs coulisseaux mobiles dans différentes positions angulaires les uns par rapport aux autres;
NOTE 3 Le présent document s'applique aux presses qui ont deux ou plusieurs coulisseaux mobiles dans le même positionnement angulaire, par exemple, une presse qui a des coulisseaux intérieurs et extérieurs.
c) transmettent de l'énergie pour donner un mouvement du coulisseau de la presse en utilisant un ou des mécanisme(s) de moteur linéaire(s).
Varnost obdelovalnih strojev - Stiskalnice - 2. del: Varnostna zahteva za mehanske stiskalnice
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
01-februar-2021
Nadomešča:
SIST EN 692:2006+A1:2009
Varnost obdelovalnih strojev - Stiskalnice - 2. del: Varnostna zahteva za mehanske
stiskalnice
Machine tools safety - Presses - Part 2: Safety requirement for mechanical presses
Werkzeugmaschinen Sicherheit - Pressen - Teil 2: Mechanische Pressen
Sécurité des machines-outils - Presses - Partie 2 : Exigences de sécurité pour les
presses mécaniques
Ta slovenski standard je istoveten z: EN ISO 16092-2:2020
ICS:
25.120.10 Kovaški stroji. Stiskalnice. Forging equipment. Presses.
Škarje Shears
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
EN ISO 16092-2
EUROPEAN STANDARD
NORME EUROPÉENNE
September 2020
EUROPÄISCHE NORM
ICS 25.080.01 Supersedes EN 692:2005+A1:2009
English Version
Machine tools safety - Presses - Part 2: Safety requirement
for mechanical presses (ISO 16092-2:2019)
Sécurité des machines-outils - Presses - Partie 2 : Werkzeugmaschinen - Sicherheit von Pressen - Teil 2:
Exigences de sécurité pour les presses mécaniques Mechanische Pressen (ISO 16092-2:2019)
(ISO 16092-2:2019)
This European Standard was approved by CEN on 29 July 2020.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 16092-2:2020 E
worldwide for CEN national Members.
Contents Page
European foreword . 3
Annex ZA (informative) Relationship between this European Standard and the essential
requirements of EU Directive 2006/42/EC aimed to be covered . 4
European foreword
This document (EN ISO 16092-2:2020) has been prepared by Technical Committee ISO/TC 39 "Machine
tools" in collaboration with Technical Committee CEN/TC 143 “Machine tools - Safety” the secretariat of
which is held by SNV.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by March 2021, and conflicting national standards shall
be withdrawn at the latest by March 2021.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document supersedes EN 692:2005+A1:2009.
This document has been prepared under a mandate given to CEN by the European Commission and the
European Free Trade Association, and supports essential requirements of EU Directive(s).
For the relationship with EU Directive(s) see informative Annex ZA, which is an integral part of this
document.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the
United Kingdom.
Endorsement notice
The text of ISO 16092-2:2019 has been approved by CEN as EN ISO 16092-2:2020 without any
modification.
Annex ZA
(informative)
Relationship between this European Standard and the essential
requirements of EU Directive 2006/42/EC aimed to be covered
This European Standard has been prepared under a Commission’s standardization request "M/396
Mandate to CEN and CENELEC for Standardisation in the field of machinery " to provide one voluntary
means of conforming to essential requirements of Directive 2006/42/EC of the European Parliament
and of the Council of 17 May 2006 on machinery, and amending Directive 95/16/EC (recast).
Once this standard is cited in the Official Journal of the European Union under that Directive,
compliance with the normative clauses of this standard given in Table ZA.1 confers, within the limits of
the scope of this standard, a presumption of conformity with the corresponding essential requirements
of that Directive, and associated EFTA regulations.
Table ZA.1 — Correspondence between this European Standard and Annex I of Directive
2006/42/EC
The relevant
Essential
Requirements Clause(s)/sub-clause(s) of this EN Remarks/Notes
of Directive
2006/42/EC
1.1.2 Principles 5.1
of safety
integration
1.1.8 Seating not covered
1.2. Control 5.2/5.3/5.4/5.5
systems
1.3.2 Risk of 5.2.5/5.2.10.1
break-up during
operation
1.3.3 Risk due to 5.2.5/5.2.7/5.2.10.1/5.2.10.3/5.3.6
falling or ejected
objects
1.3.7 Risks 5.5.1/5.5.2.1/5.5.3.1
related to
moving parts
1.3.8 Choice of 5.5.1/5.5.2.1/5.5.3.1
protection
against risks
arising from
moving parts
1.3.9 Risks of 5.2.6.1/5.2.10.2/5.4.1/5.4.2.1/5.4.6/5.4.7/5.5.1/5.5.3.1
uncontrolled
movements
The relevant
Essential
Requirements Clause(s)/sub-clause(s) of this EN Remarks/Notes
of Directive
2006/42/EC
1.4 required 5.3.2/5.4.1/5.4.7/5.5.2.1 c)/5.5.3.1 b)
characteristics
of guards and
protective
devices
1.5.1 Electricity 5.8.1
supply
1.5.4 Errors of not covered
fitting
1.6.1 Machinery 5.5.2.1/5.5.3.1/5.5.3.5
maintenance
1.7.1 5.2.6.2/7.5
1.7.3 7.2
1.7.4 7.4
WARNING 1 — Presumption of conformity stays valid only as long as a reference to this European
Standard is maintained in the list published in the Official Journal of the European Union. Users of this
standard should consult frequently the latest list published in the Official Journal of the European
Union.
WARNING 2 — Other Union legislation may be applicable to the product(s) falling within the scope of
this standard.
INTERNATIONAL ISO
STANDARD 16092-2
First edition
2019-10
Machine tools safety — Presses —
Part 2:
Safety requirement for mechanical
presses
Sécurité des machines-outils - Presses —
Partie 2: Exigences de sécurité pour les presses mécaniques
Reference number
ISO 16092-2:2019(E)
©
ISO 2019
ISO 16092-2:2019(E)
© ISO 2019
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.
ISO copyright office
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CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2019 – All rights reserved
ISO 16092-2:2019(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 2
4 List of significant hazards . 3
5 Safety requirements and/or measures . 3
5.1 General . 3
5.2 Basic design considerations . 3
5.2.1 Hydraulic and pneumatic systems — Common features . 3
5.2.2 Pneumatic systems . 3
5.2.3 Hydraulic systems . 4
5.2.4 Electric systems . 4
5.2.5 Mechanical brake . 4
5.2.6 Slide adjustment . . . 5
5.2.7 Slide counterbalance systems . 5
5.2.8 Operating valves and exhaust systems . 5
5.2.9 Additional requirements for Group 1 presses . 6
5.2.10 Additional requirements for Group 2 presses . 6
5.3 Mechanical hazards in the tools area . 6
5.3.1 Major danger zone . 6
5.3.2 Safeguarding measures . 6
5.3.3 Other safety requirements . 7
5.3.4 Release of trapped persons in the tools area . 7
5.3.5 Release of persons trapped inside enclosed areas . 7
5.3.6 Prevention of gravity fall during maintenance or repair . 7
5.4 Control and monitoring system . 8
5.4.1 Control and monitoring functions . 8
5.4.2 Muting .10
5.4.3 Selection devices .10
5.4.4 Position sensors.10
5.4.5 Control devices .11
5.4.6 Valves .11
5.4.7 Performance level of safety functions .12
5.4.8 Single stroke function/device .28
5.4.9 Stopping-performance (overrun) monitoring function/device .28
5.4.10 Additional requirements for Group 1 presses .28
5.4.11 Additional requirements for Group 2 presses .30
5.5 Tool-setting, trial strokes, maintenance and lubrication .30
5.5.1 INCH mode .30
5.5.2 Additional requirements for Group 1 presses .31
5.5.3 Additional requirements for Group 2 presses .31
5.6 Mechanical hazards — Other .32
5.7 Slips, trips and falls .32
5.8 Protection against other hazards .32
5.8.1 Hazards related to servo drive system .32
6 Verification of the safety requirements and/or measures .32
7 Information for use .37
7.1 General .37
7.2 Marking .37
7.3 Warnings .38
7.4 Instruction handbook .38
ISO 16092-2:2019(E)
7.5 Stroke indication means .38
Annex A (informative) Significant hazards, hazardous situations and protective measures .39
Annex B (normative) Calculation of minimum distances .40
Annex C (informative) The setting of the rotary cam arrangement .44
Annex D (informative) Determination of the stopping time t for Group 1 presses .54
Bibliography .59
iv © ISO 2019 – All rights reserved
ISO 16092-2:2019(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 39, Machine tools, Subcommittee
SC 10, Safety.
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.
A list of all parts in the ISO 16092 series can be found on the ISO website.
ISO 16092-2:2019(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 organisations, 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 2019 – All rights reserved
INTERNATIONAL STANDARD ISO 16092-2:2019(E)
Machine tools safety — Presses —
Part 2:
Safety requirement for mechanical presses
1 Scope
This document, in addition to ISO 16092-1, specifies technical safety requirements and measures to
be adopted by persons undertaking the design, manufacture and supply of the following groups of
mechanical presses and mechanical press production systems:
— Group 1: Presses with a part revolution clutch(es);
— Group 2: Presses with a servo drive system (Mechanical servo presses).
NOTE 1 Requirements in this document are essentially applicable to both groups of the mechanical press. If a
requirement applies to only one group, then the group is specified.
NOTE 2 Other types of motorized drive systems provide similar functionalities to what is commonly called
“servo drives” or "servo motors”, and as such their use is considered the same within the terms used in this
document (e.g. variable frequency drive systems).
The presses covered by this document range in size from small high-speed machines with a single
operator producing small workpieces to large relatively slow-speed machines with several operators
and large complex workpieces.
This document deals with all significant hazards relevant to mechanical presses and ancillary devices
(e.g. moving die cushions, work-piece ejectors, feeding and transfer systems) which are integral to the
machine, when they are used as intended and under the conditions of misuse which are reasonably
foreseeable by the manufacturer (see Clause 4). All phases of the machine life cycle as described in
ISO 12100:2010, 5.4 have been taken into consideration.
NOTE 2 All significant hazards means those identified or associated with presses at the time of the publication
of this document.
In addition to machines not covered by ISO 16092-1:2017, this document does not cover machines which:
a) transmit energy to impart press slide motion by using hydraulic or pneumatic means;
b) have two or more slides moving in different angular orientations from each other;
NOTE 3 This document applies to presses which have two or more slides moving in the same angular
orientations, e.g. a press which has inner and outer slides.
c) transmit energy to impart press slide motion by using a linear motor mechanism(s).
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 12100:2010, Safety of machinery — General principles for design — Risk assessment and risk reduction
ISO 13849-1:2015, Safety of machinery — Safety-related parts of control systems — Part 1: General
principles for design
ISO 16092-2:2019(E)
ISO 13849-2:2012, Safety of machinery — Safety-related parts of control systems — Part 2: Validation
ISO 13855:2010, Safety of machinery — Positioning of safeguards with respect to the approach speeds of
parts of the human body
ISO 16092-1:2017, Machine tools safety — Presses — Part 1: General safety requirements
ISO 16092-3:2017, Machine tools safety — Presses — Part 3: Safety requirements for hydraulic presses
IEC 60204-1:2016, Safety of machinery — Electrical equipment of machines — Part 1: General requirements
IEC 61800-5-1:2007+A1: 2016, Adjustable speed electrical power drive systems — Part 5-1: Safety
requirements — Electrical, thermal and energy
IEC 61800-5-2:2016, Adjustable speed electrical power drive systems — Part 5-2: Safety requirements —
Functional
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 12100:2010, ISO 13849-1:2015,
ISO 16092-1:2017 and the following 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
brake
mechanism for slowing, stopping and holding the slide/ram
3.2
mechanical brake
friction brake
brake (3.1) using dry or fluid friction
3.3
clutch
part revolution clutch
friction clutch
mechanism which engages or disengages the power transmission from the flywheel to the slide by
means of friction at any point in the cycle
3.4
moving direction monitoring
monitoring function which monitors the slide moving direction, directly or indirectly
3.5
standstill monitoring
monitoring function which monitors the slide position, directly or indirectly
3.6
stopping-performance (overrun) monitoring
monitoring function which monitors the slide stopping time, angle or braking distance
3.7
servo drive system
system which replaces the need for a clutch by directly connecting a servo motor to the transmission
system such as gear (motor reducer), timing belt drive mechanism, crank mechanism, mechanical link,
ball screw, harmonic drive reducer, etc.
2 © ISO 2019 – All rights reserved
ISO 16092-2:2019(E)
3.8
protective stop
stop initiated by a protective measure
3.9
safe energized standstill
safety function preventing an unexpected movement of the slide of more than a defined amount from
the stopped position, with energy supplied to the servomotor(s) to resist to external forces, and without
actuation of the mechanical brake(s)
3.10
safe de-energized standstill
safety function preventing an unexpected movement of the slide by removing the energy supply to the
clutch, servomotor(s) and the mechanical brake(s)
3.11
safe stop
stop initiated by a monitoring function
3.12
safe torque off
STO
function which prevents force-producing power from being provided to the motor
3.13
worst case
condition of the press when it would be under foreseeably unfavourable situations e.g., the press slide is
in its most disadvantageous position, with a tool of maximum weight being used, etc.
4 List of significant hazards
This clause contains all the significant hazards, hazardous situations and events identified by risk
assessment as significant for the machines defined in the scope and which require a specific action to
eliminate or reduce the risk.
These hazards are listed in ISO 16092-1:2017, Annex A, and additional hazards are listed in Table A.1.
5 Safety requirements and/or measures
5.1 General
Mechanical presses shall comply with the safety requirements and/or protective/risk reduction
measures of this clause. In addition, the machine 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 Basic design considerations
5.2.1 Hydraulic and pneumatic systems — Common features
ISO 16092-1:2017, 5.2.1, shall apply.
5.2.2 Pneumatic systems
ISO 16092-1:2017, 5.2.2, shall apply.
ISO 16092-2:2019(E)
5.2.3 Hydraulic systems
ISO 16092-1:2017, 5.2.3, shall apply.
5.2.4 Electric systems
ISO 16092-1:2017, 5.2.4, shall apply.
5.2.5 Mechanical brake
5.2.5.1 All mechanical presses shall be equipped with at least one mechanical brake, which conforms
to the requirements from 5.2.5.2 to 5.2.5.4. The mechanical brake and its control system shall be designed
so that, in the event of failure of the pneumatic, hydraulic or electrical supply, the mechanical brake
engages immediately.
5.2.5.2 The mechanical brake shall be self-engaging by means of multiple spring assemblies of
a compression-type that requires power or force from an external source for disengagement. The
mechanical brake shall have sufficient capacity to stop and hold the slide and its attachments at any point
in the full stroke range of the press and function when the clutch is disengaged or the servomotor is de-
energized even if 50 % of the spring assemblies have failed.
5.2.5.3 The mechanical brake(s) shall be designed and constructed to ensure that:
a) all the springs are closely uniform in dimension, quality and rating;
b) the means of loading the springs are such that, when adjusted, the spring anchorages can be locked
to prevent slackening back;
c) the arrangements for spring housing and of guide pins are such as to minimize binding;
d) any heat generated which can cause a hazardous event is dissipated;
e) effective arrangements are adopted to prevent penetration of lubricants to the brake friction
surfaces, when this is not intended by the brake design;
f) any moisture, dust or lubricating oil, which breaks or corrodes packing material (e.g. gaskets and
seals), cannot influence the required function adversely, e.g. by obstructing a fluid channel or
otherwise affecting its efficiency;
g) the accumulation of dust, fluid or debris is minimized in areas likely to give rise to inefficient brake
performance and that broken or loose components does not cause brake fault.
In addition, where provision is necessary for redundancy and monitoring of the brake control system/
function (see Tables 1 and 2), in order to prevent any single fault from leading to the loss of the braking
function:
h) springs are provided as defined in ISO 13849-2:2012, Tables A.2, A.3 and A.5, so that any fault
which can occur in pressure coil springs is excluded;
i) all mechanical parts or elements are capable of providing the required rationales according to
ISO 13849-2:2012, Table A.4, so that any fault which can occur in mechanical elements is excluded;
j) the engagement and disengagement of the brake do not affect its safe function;
k) the brake is designed so that failure of a component (e.g. for power transmission or screws) does
not stress other components in such a way that rapid consequential dangerous failure is possible.
5.2.5.4 Band brake(s) shall not be used as a mechanical brake for this purpose of stopping the slide.
4 © ISO 2019 – All rights reserved
ISO 16092-2:2019(E)
NOTE A band brake is a brake where a flexible band lined with friction material is arranged around the
circumference of a drum.
5.2.6 Slide adjustment
5.2.6.1 A means that is capable of supervisory control shall be provided to prevent the press from
cycling while the slide adjustment circuit is enabled and to prevent operating the slide adjustment motor
while the clutch is engaged for Group 1 presses or the servo motor is energized for Group 2 presses. This
requirement does not apply when the slide adjustment motor is operable only in automatic cycle and
with programmable control systems that compensate, e.g. tool wear during press operation.
5.2.6.2 The means of controlling the slide adjustment shall be clearly identified.
5.2.6.3 The up and down travel of the slide adjustment shall be limited; e.g. by limit switches, proximity
switches or encoders.
5.2.7 Slide counterbalance systems
5.2.7.1 If provided, mechanical spring counterbalance systems shall incorporate means to retain
system parts in the event of breakage and shall have the capability of holding the slide and its attachments
at mid-stroke without the brake applied.
5.2.7.2 If provided, pneumatic counterbalance cylinders shall incorporate means to retain the piston
and rod in case of breakage or loosening and shall have the capability of holding the slide and its
attachments at any point in the cycle without the brake applied.
5.2.8 Operating valves and exhaust systems
5.2.8.1 Operating valves and exhaust systems used with fluid valves for mechanical brake(s), clutch(es)
or combined clutch/brake unit(s) shall be designed to prevent deterioration of stopping performance in
the event of failure.
5.2.8.2 Operating valves shall be designed to ensure that, when in the non-operating position, leakage
past the inlet valve will escape sufficiently to prevent the build-up of pressure in mechanical brake(s),
clutch(es) or combined clutch/brake unit(s) operating cylinder.
5.2.8.3 Exhaust ports, piping between mechanical brake(s), clutch(es) or combined clutch/brake
unit(s), operating cylinders and valves, and exhaust systems used with clutch fluid valves shall be
designed to prevent the deterioration of stopping performance of the press. Precautions shall be taken
to ensure that the exhaust ports of operating valves are of adequate size to prevent residual pressure
in the cylinder. The valve shall be selected so that the pressure ratio between the mechanical brake(s),
clutch(es) or combined clutch/brake unit(s) is such that the residual pressure in the cylinder will not
become excessive in the event of a valve fault.
NOTE Normally, a ratio of at least 3,5 to 1 between the spring pressure in the brake and the residual pressure
in the cylinder is satisfactory.
5.2.8.4 If provided, manual override devices incorporated into operating valves shall be designed to
include a captive lid or cover which requires the use of a tool or key to open it.
NOTE A manual override device is intended to be used to actuate the valves when required (e.g. maintenance).
5.2.8.5 If provided, electrical manual override devices shall be key-operated and their operation shall
only be possible with the slide in BDC position, the motor off, and the flywheel stopped.
ISO 16092-2:2019(E)
5.2.9 Additional requirements for Group 1 presses
The engagement and disengagement of the part revolution clutch (friction clutch) and the mechanical
brake shall not affect their safety function.
NOTE Combined clutch and brake units is a means to reduce the possibility of overlapping engagement.
The clutch and its control system shall be designed so that, in the event of the failure of a pneumatic,
hydraulic or electrical supply, the clutch is disengaged immediately.
The clutch shall be designed and constructed to ensure that:
a) any moisture, dust or lubricating oil, which breaks or corrodes packing material (e.g. gaskets and
seals), cannot influence the required function adversely, e.g. by obstructing a fluid channel or
otherwise affecting their efficiency;
b) any heat generated which can cause a hazard is dissipated. Clutches are of a capacity capable of
engaging and disengaging the stroke in the correct position, without excessive temperature rise,
under conditions of maximum use of the clutch;
c) sufficient working clearances are provided to ensure that, the clutch will disengage upon removal
of the external engaging force;
d) arrangements are made to prevent the accumulation of, and for the effective dispersal, debris
evolved from friction surfaces in places where it can degrade (decrease) clutch performance;
e) the clutch is disengaged when the external clutch–engaging means is removed, deactivated, or de–
energized;
f) if diaphragms are used in a clutch system, measures are taken to avoid damage by the cutting
effect of sharp edges or wearing by rough surfaces. Evacuation of fluid shall not be prevented due
to slackening of the diaphragm, e.g. due to material fatigue.
5.2.10 Additional requirements for Group 2 presses
5.2.10.1 Where a belt drive mechanism is utilized to transmit force or torque to decelerate or hold the
slide, any single fault of the belt drive such as belt breakage, belt elongation, unfastening, looseness, belt
pulley idling, tooth skipping, shall not lead to the loss of the braking function. If a fault, which would
affect the stopping performance occurs, it shall be detected immediately, then the safe stop stated in
5.4.1.7 shall be initiated. No new cycle initiation shall be possible until the fault is eliminated.
5.2.10.2 Where Group 2 presses are capable of converting the kinetic energy of the slide into electrical
energy and storing the electrical energy in devices e.g. capacitors, unintended slide movement resulting
from electrical discharges from the devices shall be prevented.
5.2.10.3 The mechanical brake(s) shall always be engaged when the servomotor is de-energized.
5.3 Mechanical hazards in the tools area
5.3.1 Major danger zone
ISO 16092-1:2017, 5.3.1, shall apply.
5.3.2 Safeguarding measures
In addition to the requirements given in ISO 16092-1:2017, 5.3.2, the following shall apply.
The minimum distance shall be calculated according to Annex B.
6 © ISO 2019 – All rights reserved
ISO 16092-2:2019(E)
5.3.3 Other safety requirements
In addition to the requirements given in ISO 16092-1:2017, 5.3.3, the following shall apply.
For Group 1 presses, reverse running shall only be possible in the setting mode. It shall not be possible
to start the motor if the press clutch is engaged. It shall not be possible to engage the clutch if the motor
is switched off, except under-setting conditions.
5.3.4 Release of trapped persons in the tools area
ISO 16092-1:2017, 5.3.4, shall apply.
5.3.5 Release of persons trapped inside enclosed areas
ISO 16092-1:2017, 5.3.5, shall apply.
5.3.6 Prevention of gravity fall during maintenance or repair
In addition to the requirements given in ISO 16092-1:2017, 5.3.6, the following shall apply.
5.3.6.1 Mechanical slide restraint devices shall be designed and constructed to ensure that:
a) the primary action of the mechanical slide restraint device to prevent hazardous slide movements
is performed by the removal or reduction of voltage or fluid pressure or, if binary logic elements are
considered, by passage from state 1 to state 0 (where state 1 represents the highest energy state);
b) for Group 1 presses, where the mechanical slide restraint device is interlocked, the interlocking
function shall remove the energy supply to the clutch control circuits, the brake system and the
main drive motor;
c) for Group 2 presses, where the mechanical slide restraint device is interlocked, the interlocking
function shall remove the energy supply to the servo motors control circuits and the brake system;
d) the mechanical slide restraint devices are of adequate strength to support the total weight of the
slide, the tool holder and the upper tool. The device shall have a minimum safety factor of 2 based
on the maximum anticipated load;
NOTE The maximum anticipated load is normally the static weight of the slide(s), upper die(s), tooling,
and all attachments that apply downward force due to gravity. The effects of the counter balance system
cannot be considered in calculating the maximum anticipated load.
e) hazardous events caused by a momentary malfunction (e.g. the falling of the slide due to being
subjected to impact) shall be analysed and eliminated;
f) when the mechanical slide restraint device is actuated, two independent means of indication
verifying its engagement shall be provided.
A mechanical brake fulfilling the requirements a) to f) and designed according to 5.2.5 can also realise
the function of a mechanical slide restraint device. In this case, stopping-performance (overrun)
monitoring according to 5.4.9 shall be implemented. For Group 2 presses (see also 5.4.11).
5.3.6.2 Safety blocks or scotches shall be designed and constructed to ensure that:
a) where the safety blocks are interlocked, the interlocking function shall remove the energy supply
to the clutch control circuits, the brake system and the main drive motor for Group 1 presses or
initiate a safe de-energized standstill for Group 2 presses;
b) it is of adequate strength to support the total weight of the slide, the tool holder and the upper tool.
The blocks shall have a minimum safety factor of 2 based on the maximum anticipated load;
ISO 16092-2:2019(E)
c) its shape and its length are appropriate for insertion and use between the slide (or the tool) and the
bolster (or the die).
NOTE Some safety blocks are adjustable in length.
5.3.6.3 The hydraulic restraint device of screw presses shall comply with the requirements of
ISO 16092-3:2017, 5.3.7.2 and 5.3.7.4. Where the hydraulic restraint device is interlocked, the
interlocking function shall initiate a safe de-energized standstill (see Figure 1)
Key
1 motors
2 flywheel
3 clutch
4 hydraulic cylinders used as a restraint device
5 ejectors
Figure 1 — Example of a hydraulic restraint device of a screw press
5.4 Control and monitoring system
5.4.1 Control and monitoring functions
In addition to the requirements given in ISO 16092-1:2017, 5.4.1, the following shall apply.
5.4.1.1 In the event of an intervention of an adopted protective measure (interlocking guard without
guard locking, ESPE using the AOPD, two-hand control device and hold-to-run control device with a slow
closing speed), a protective stop shall be initiated.
When interlocking guard with guard locking is used, opening of the guard shall only be possible with
safe de-energized standstill (safe de-energized standstill shall remain active until the guard is closed
and locked).
8 © ISO 2019 – All r
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