Deciding Between Integrated or Separate Machine Safety Systems

Machine safety systems can be integrated with or separate from automation; here are the factors designers should consider when choosing the approach.

By Larry Renolds, AutomationDirect

Factory equipment automation can be deemed a critical application, yet it is clear that properly designing the safety aspects are even more crucial. This has typically meant applying safety components to the fundamental automation system. The purpose of a safety system is to bring a machine to a safe state as quickly as possible if a safety sensor is triggered, an e-stop pushbutton is activated, or any other safety-related anomaly is detected.

Begin with a Risk Assessment

The first step is for qualified personnel to perform a risk assessment following methods outlined in various industry standards. Potential unsafe conditions, such as an out-of-place guard, a worker-present sensor, or an activated emergency stop button must be identified, along with ways for bringing the equipment to a safe state.

What is a Safe State?

Most often, a safe state is achieved by removing sources of energy such as electricity, compressed air, or hydraulics. Sometimes mechanisms must be engaged to slow or lock the equipment, or power may need to be maintained to hold the equipment in the safe state.

Ways to Achieve Safety

There are three main technical paths to sense unsafe conditions and drive equipment to a safe state:

• Basic safety relays
• Individual safety controllers or safety-rated smart relays
• Fully integrated equipment/safety control systems such as a safety programmable logic controller (PLC)

Designers must balance hardware costs, installation costs, design effort, programming/configuration effort, and more.

Simple and Reliable: Basic Safety Relays

Incorporating hardwired safety relays is the traditional method of providing machine safety, and these components can be arranged to de-energize many types of systems. They can integrate with simple devices like emergency stop buttons, or more advanced sensors like light curtains (Figure 1).

Figure 1: Tape wrapper machine safety can be provided with basic safety relays and light curtains.

Modern safety relays are a tried-and-true approach using standardized components (Figure 2). Safety relays are easy for design and operations personnel to work with, but are less suitable for complex designs, require significant field wiring, and are harder to modify.

Figure 2: AutomationDirect provides a portfolio of safety relays, ranging from hardwired electromechanical force-guided relays to more advanced electronic versions with additional features.

More Flexibility: Individual Safety Controllers

Robust digital industrial automation electronics have enabled a progression from basic safety relays to individual safety controllers (Figure 3). Some of these devices may be all-in-one, with inputs and outputs (I/O) right on board the base device. Other form factors are modular, so users can choose the exact controller, inputs, outputs, and communication they need, for good expandability and flexible connection with many types of field device.

Figure 3: AutomationDirect safety controllers, such as the MOSAIC shown here provide more advanced features than relays, such as configurability, expandable I/O options, and communication capabilities.

Individual safety controllers are software-configurable. Users can assign and even overlap safety zones, or they can modify the configuration without wiring changes. Digital communication options enable these controllers to be conveniently monitored by non-safety rated systems. For larger I/O counts, a safety controller solution can become comparatively less expensive than using basic safety relays (Figure 4).

Figure 4. Safety controllers are more suitable for more complicated equipment and machinery.

Equipment Control Fully Integrated with Safety Control

There are also specialized safety-rated PLCs, combining the equipment control abilities of standard PLCs with appropriate safety ratings. They are very flexible, and because equipment control and safety functionality are both handled within a single controller, they are closely integrated within a consistent programming environment.

The complexity of fully integrated safety PLCs comes at a price, which is higher for the hardware platform itself and demands greater programming skill. The more specialized nature of these controllers is more challenging for end users to support as compared with standard PLCs and simpler safety systems. Typical applications for this type of solution are found when a large proportion of the I/O points are safety related.

Protect Equipment and Personnel with the Best Choice

Automation safety concepts can be applied to equipment protection, but personnel safety is always the highest concern and must be accomplished in accordance with industry standards.

For simple equipment with just a few safety I/O points, basic safety relays are economical and easy to use. For higher I/O counts or where PLC integration is needed, safety controllers are an excellent fit. Fully integrated safety-rated PLCs can help OEMs to streamline their designs, but are more complex and will often require personnel training.