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Functional safety in mining
Remote isolation
Mark Spinks
Electrical Manager - FLSmidth
What is functional safety (FS)?
• Exida: “Freedom from unacceptable risk achieved through the safety lifecycle.”
• Wikipedia: “…the part of the overall safety of a system… that depends on the
system… operating correctly in response to its inputs, including the safe
management of likely operator errors, hardware failures and environmental
changes.”
• Marcus Punch: “Correct operation in response to inputs”.
• For us, it’s typically in relation to E/E/PS (Electrical, Electronic and Programmable Systems.)
• A way of managing the reliability of safety-related electrical systems.
Where is functional safety (FS)?
• It’s everywhere...
Image credit: IEC FS overview document
Remote Isolation: a great application for FS
• Some sobering reading: AS4024.3611 Appendix B
– While this only covers conveyor-related fatalities, there would no doubt be similar stories
on other machines.
• As history shows, while the site procedure may be clear, people take short
cuts and ‘push the limits’ of what’s acceptable.
• We can however take away one of the common reasons (excuses) people
take shortcuts – we can make isolation quick and easy.
• At the same time, we can make isolations more reliable.
Remote Isolation – why bother?!
• The big one: Human factors (discussed next)
• Removal of personnel from the line of fire during isolation.
– Consider just the arcflash risk reduction for some installations.
• Also, faster isolations can result in some welcome byproducts:
– More maintenance completed during an outage, or:
– A shorter outage (more plant uptime: more revenue*)
*System payback typically occurs within months.
Unsafe Acts
Unintended
Action
Slips
Attention
failures
Lapses
Memory
failures
Intended
Action
Violations
Routine or
exceptional
deviations
Mistakes
Rule or
knowledge-
based mistakes
Human Error
James Reason’s Model
Human Factors - SLIPS
Attention Failures – knowing what to do, but accidentally getting it wrong
• Failing to identify a necessary isolation point, despite being competent.
• Inadvertently turning an isolation point to on, rather than off.
• Knowing where to isolate, but operating the wrong handle. Image above: From Qld
DNRM safety alert# 163
Human Factors - LAPSES
Memory Failures – knowing what to do, but forgetting in that instance
• Forgetting to controlled-stop a process before isolating it
• Opening, but forgetting to rack-out a CB isolation point
• Forgetting to properly verify the isolation.
Human Factors – MISTAKES
‘But I thought…’ kind of issues
• Misunderstanding which isolation points should be isolated for a task.
• Not effectively verifying the isolation, due to lack of knowledge, or other challenges (for example, the belt
may have already been stopped for another reason, or isolated by another employee)
• Not effectively securing the isolation.
• Isolating correctly, but working on the wrong (un-isolated) equipment
Human Factors - VIOLATIONS
Deliberate deviation from procedure. May be routine,
or exceptional.
Not isolating correctly or fully due to:
• Time pressures (real or perceived).
• Belief that the belt will not start without all
permissives ready.
• The imbalance between perceived risk and the effort
or time required to isolate.
Common misconception #1:
“Conventional isolations are better. Remote
isolations are done through control systems and
therefore not as good”.
Reducing the risk of an isolation-related incident
An isolation-
related incident
Common misconception #2:
“Remote isolations are not WHOLE CURRENT
isolations, therefore no good”.
• Not true. Whole current isolations are performed, however these are initiated via a
control system.
• Verification of effectiveness is also inherent in the design (See image at right,
where REMSAFE’s lockout flap is not released by the system until after verification)
• Constant isolation status-monitoring is introduced and will take action if anything
changes.
• Again, consider the arcflash advantages of remotely switching whole-current
isolation points.
REMSAFE will not allow personnel
to apply a lock until the system
has verified the isolation.
Financial benefits
• Imagine being able to perform a fully effective isolation, in a few minutes.
• Particularly for common (ie regularly conducted) isolations, or complex
isolations (which take time to complete).
• Revenue increase can be very significant, particularly for bottleneck
processes.
• Also, means more ‘spanner time’ for skilled personnel
• Financial calculators available on the web
Can we design a system ourselves?
• Absolutely, but it’s challenging to do it well.
• Recommendations:
– Engage an expert supplier
– Engage a FSEng to assist (eg TUV certified)
– In any case, please don’t forget the ongoing
maintenance/proof-testing (discussed next).
– Also, consider in advance how to safely bypass the
system, should it fail.
Image courtesy of Marcus Punch
Testing
Image credit: Drager FS document
Testing(cont’d)
Image credit: E&H FS document
Remote Isolation - Summary
• Financial
– Cost of a system can be quickly offset by productivity increases
• Safety
– Makes isolations quick and easy (no excuses for not isolating)
– Less chance of human error
– Removes personnel from the line of fire
– Constant status-monitoring makes isolations more reliable

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MESA 2016 Presentation - Mark Spinks - Remote Isolation

  • 1. Functional safety in mining Remote isolation Mark Spinks Electrical Manager - FLSmidth
  • 2. What is functional safety (FS)? • Exida: “Freedom from unacceptable risk achieved through the safety lifecycle.” • Wikipedia: “…the part of the overall safety of a system… that depends on the system… operating correctly in response to its inputs, including the safe management of likely operator errors, hardware failures and environmental changes.” • Marcus Punch: “Correct operation in response to inputs”. • For us, it’s typically in relation to E/E/PS (Electrical, Electronic and Programmable Systems.) • A way of managing the reliability of safety-related electrical systems.
  • 3. Where is functional safety (FS)? • It’s everywhere... Image credit: IEC FS overview document
  • 4. Remote Isolation: a great application for FS • Some sobering reading: AS4024.3611 Appendix B – While this only covers conveyor-related fatalities, there would no doubt be similar stories on other machines. • As history shows, while the site procedure may be clear, people take short cuts and ‘push the limits’ of what’s acceptable. • We can however take away one of the common reasons (excuses) people take shortcuts – we can make isolation quick and easy. • At the same time, we can make isolations more reliable.
  • 5. Remote Isolation – why bother?! • The big one: Human factors (discussed next) • Removal of personnel from the line of fire during isolation. – Consider just the arcflash risk reduction for some installations. • Also, faster isolations can result in some welcome byproducts: – More maintenance completed during an outage, or: – A shorter outage (more plant uptime: more revenue*) *System payback typically occurs within months.
  • 7. Human Factors - SLIPS Attention Failures – knowing what to do, but accidentally getting it wrong • Failing to identify a necessary isolation point, despite being competent. • Inadvertently turning an isolation point to on, rather than off. • Knowing where to isolate, but operating the wrong handle. Image above: From Qld DNRM safety alert# 163
  • 8. Human Factors - LAPSES Memory Failures – knowing what to do, but forgetting in that instance • Forgetting to controlled-stop a process before isolating it • Opening, but forgetting to rack-out a CB isolation point • Forgetting to properly verify the isolation.
  • 9. Human Factors – MISTAKES ‘But I thought…’ kind of issues • Misunderstanding which isolation points should be isolated for a task. • Not effectively verifying the isolation, due to lack of knowledge, or other challenges (for example, the belt may have already been stopped for another reason, or isolated by another employee) • Not effectively securing the isolation. • Isolating correctly, but working on the wrong (un-isolated) equipment
  • 10. Human Factors - VIOLATIONS Deliberate deviation from procedure. May be routine, or exceptional. Not isolating correctly or fully due to: • Time pressures (real or perceived). • Belief that the belt will not start without all permissives ready. • The imbalance between perceived risk and the effort or time required to isolate.
  • 11. Common misconception #1: “Conventional isolations are better. Remote isolations are done through control systems and therefore not as good”.
  • 12. Reducing the risk of an isolation-related incident An isolation- related incident
  • 13. Common misconception #2: “Remote isolations are not WHOLE CURRENT isolations, therefore no good”. • Not true. Whole current isolations are performed, however these are initiated via a control system. • Verification of effectiveness is also inherent in the design (See image at right, where REMSAFE’s lockout flap is not released by the system until after verification) • Constant isolation status-monitoring is introduced and will take action if anything changes. • Again, consider the arcflash advantages of remotely switching whole-current isolation points. REMSAFE will not allow personnel to apply a lock until the system has verified the isolation.
  • 14. Financial benefits • Imagine being able to perform a fully effective isolation, in a few minutes. • Particularly for common (ie regularly conducted) isolations, or complex isolations (which take time to complete). • Revenue increase can be very significant, particularly for bottleneck processes. • Also, means more ‘spanner time’ for skilled personnel • Financial calculators available on the web
  • 15. Can we design a system ourselves? • Absolutely, but it’s challenging to do it well. • Recommendations: – Engage an expert supplier – Engage a FSEng to assist (eg TUV certified) – In any case, please don’t forget the ongoing maintenance/proof-testing (discussed next). – Also, consider in advance how to safely bypass the system, should it fail. Image courtesy of Marcus Punch
  • 18. Remote Isolation - Summary • Financial – Cost of a system can be quickly offset by productivity increases • Safety – Makes isolations quick and easy (no excuses for not isolating) – Less chance of human error – Removes personnel from the line of fire – Constant status-monitoring makes isolations more reliable