Installation and Inspection of Ex Equipment
Correct installation and ongoing inspection are as important as the equipment certification itself. A perfectly certified Ex d enclosure becomes dangerous if a cable gland is installed incorrectly. This file covers IEC 60079-14 (installation) and IEC 60079-17 (inspection/maintenance).
Installation (IEC 60079-14)
General Principles
- Only certified equipment may be installed in hazardous areas — verify the certificate, EPL, gas group, and temperature class match the zone classification
- Follow the manufacturer's installation instructions — always available with certified equipment
- Check for special conditions ("X") — documented in the certificate
- Use certified accessories — cable glands, junction boxes, conduit fittings must also be Ex certified for the appropriate method
- Competent personnel only — installers should hold appropriate qualifications (CompEx, IECEx CoPC, or equivalent)
Cable Gland Selection
Cable glands are the most common point of failure in Ex installations.
For Ex d enclosures:
- Cable glands must be Ex d certified
- Never use Ex e cable glands on Ex d enclosures (they cannot withstand explosion pressure)
- Minimum 5 threads or 8mm screw-in depth for parallel threads
- Conical threads (NPT) must be seated completely
- Gland must match cable type (armoured/unarmoured) and diameter range
For Ex e enclosures:
- Cable glands must be Ex e certified (or Ex d, which exceeds Ex e requirements)
- Must maintain IP54 minimum
- Cable diameter must fall within the gland's certified range
For Ex i circuits:
- Cable glands do not need Ex certification (the circuit is inherently safe)
- However, glands must maintain the enclosure IP rating
- IS cables must be segregated from other cables
Earthing and Bonding
- All metallic parts must be bonded to the equipotential bonding system
- Earth continuity must be maintained through the entire installation
- Earth resistance for IS zener barriers: <1 Ω
- Cable armour must be earthed at both ends (or as specified)
- Internal earth connections in Ex d enclosures must be secure and accessible for inspection
Cable Routing
- Intrinsically safe cables: identified by blue colour, routed separately from non-IS circuits
- Minimum separation between IS and non-IS cables per installation standard
- Cables entering hazardous areas must be suitable for the environment (temperature, chemical resistance, UV)
- Unused cable entries must be sealed with certified blanking elements (not standard plugs)
Clearance Distances
Around Ex d enclosures (with flat flame paths):
| Gas Group | Minimum Clearance (mm) |
|---|---|
| IIA | 10 |
| IIB | 30 |
| IIC | 40 |
These clearances prevent accumulation of hot gases escaping from flame paths during an internal explosion.
Inspection (IEC 60079-17)
Three Grades of Inspection
| Grade | Scope | Typical Timing |
|---|---|---|
| Visual | Check without tools or equipment opening; identify obvious defects | During routine operations |
| Close | Check with tools (if needed) but without opening enclosures; covers visual + additional checks | Typically annually |
| Detailed | Opening enclosures, taking measurements, checking flame paths, testing earthing | Typically every 3 years or after incidents |
Visual Inspection Checklist
- ☐ Equipment is appropriate for the zone (check marking)
- ☐ No visible damage to enclosures
- ☐ All bolts/fasteners present and tight
- ☐ Cable glands correctly installed and sealed
- ☐ No unauthorized modifications
- ☐ Unused entries properly sealed
- ☐ No corrosion compromising integrity
- ☐ Labels and markings legible
- ☐ Equipment clean (dust accumulation within limits)
- ☐ No temporary/non-certified repairs
Close Inspection Checklist
Everything in visual inspection, plus:
- ☐ Enclosure bolts/fixings all present and correct type
- ☐ Cable glands appropriate for cable type and correctly tightened
- ☐ No evidence of water ingress
- ☐ Earth connections secure
- ☐ Conduit/trunking integrity maintained
- ☐ Sealing compound intact where applicable
- ☐ Temperature class appropriate for actual conditions
- ☐ Cable condition acceptable (no damage, correct sheath)
- ☐ IS circuit separation maintained
Detailed Inspection Checklist
Everything in close inspection, plus:
- ☐ Flame path dimensions within tolerance (Ex d)
- ☐ Flame path surfaces clean, not corroded or painted
- ☐ Internal components match certificate
- ☐ Terminal connections tight (torque check)
- ☐ Insulation resistance acceptable
- ☐ Earth resistance measured and within limits
- ☐ Enclosure seal/gasket condition
- ☐ Cable gland sealing effective
- ☐ IR window integrity (if fitted)
- ☐ Thermographic survey (for electrical connections)
Maintenance
Permitted Activities
- Like-for-like replacement — replacing components with identical certified items
- Re-gasketing — using manufacturer-specified gaskets/seals
- Re-greasing flame paths — non-hardening silicone grease (not on gas detectors)
- Tightening connections — to manufacturer's specified torque
- Cleaning — removal of dust, dirt, corrosion
Activities Requiring Special Attention
- Component replacement with alternative — must verify the alternative is covered by the certificate or obtain an amendment
- Painting — never paint flame path surfaces; enclosure body painting is acceptable
- Cable gland replacement — new gland must be compatible with the enclosure and cable
- Repair of Ex d enclosures — may require recertification per IEC 60079-19
Prohibited Activities
- Modifying certified equipment without recertification
- Welding on Ex d enclosures — changes material properties and dimensions
- Using non-certified spare parts — voids the certification
- Hot work in hazardous areas without a valid hot work permit and gas-free certificate
- Energized work in Zone 0/20 or Zone 1/21 without a formal risk assessment and authorization
Common Installation Errors
Based on industry inspection data, the most frequent non-conformances are:
- Wrong cable gland type — Ex e gland on Ex d enclosure, or wrong cable diameter range
- Missing blanking plugs — open cable entries destroy IP and flame path integrity
- Loose terminal connections — causes heating and potential sparking
- Damaged cables — mechanical damage to cable sheath in hazardous area
- Unauthorized modifications — additional holes drilled, non-certified components fitted
- Inadequate earthing — missing or corroded earth connections
- Dust accumulation — layer insulates enclosure surface, raising temperature
- Wrong equipment for zone — Gc equipment installed in Zone 1
- Missing documentation — no zone classification drawings, no explosion protection document
- Painted flame paths — paint fills the precisely machined gap, preventing proper flame cooling
Explosion Protection Document (EPD)
ATEX 1999/92/EC requires employers to produce and maintain an Explosion Protection Document covering:
- Identification of explosion risks and hazards
- Measures taken to achieve explosion protection
- Zone classification with drawings
- Equipment selection criteria
- Safe working procedures
- Training and competence requirements
- Maintenance and inspection schedules
- Management of change procedures
The EPD must be reviewed when processes, equipment, or operating procedures change.
Competence Requirements
| Activity | Recommended Qualification |
|---|---|
| Zone classification | IECEx CoPC Unit Ex 001, Ex 005 |
| Equipment selection | IECEx CoPC Unit Ex 005 |
| Installation | CompEx 01-04 (gas), 05-06 (dust); IECEx CoPC Unit Ex 002 |
| Visual inspection | CompEx or IECEx CoPC Unit Ex 006 |
| Close inspection | CompEx or IECEx CoPC Unit Ex 007 |
| Detailed inspection | CompEx or IECEx CoPC Unit Ex 008 |
| Repair/overhaul | CompEx or IECEx CoPC Unit Ex 004 |
| Responsible person | IECEx CoPC Unit Ex 009 |
Related Files
- Protection Methods — understand what you're installing
- Ex Markings — verify equipment suitability
- Standarder — IEC 60079-14 and 60079-17 in detail
- Certification — certificate verification and special conditions
- EPL — matching equipment to zones