Don’t get lost in the standards jungle!

Machines and prod­ucts around the world must above all be: safe and reli­able. Stan­dards are the most impor­tant reg­u­la­tory tool to ensure that they deliver on their promises. But man­aging stan­dards is a learning process.

Imagine that your customer’s employees work in South Korea with the same machine as your customer’s employees in China, Brazil or India. Each of their machines meets the formal, tech­nical and safety-related require­ments that apply there, they are homo­ge­neous and equally reli­able and as a result they were more effi­cient and less expen­sive than usual for you to man­u­fac­ture. An ideal world which sadly is quite tricky to imple­ment in prac­tice.

Stan­dards across the world act as “bouncers” that either allow the use of plants and prod­ucts in a country – if these meet the cor­re­sponding spec­i­fied expec­ta­tions – or pro­hibit their use. They are con­sid­ered doc­u­mented agree­ments which estab­lish the cri­teria for prod­ucts, ser­vices and pro­ce­dures. They can be used to guar­antee that prod­ucts and ser­vices are fit for pur­pose, com­pa­rable and com­pat­ible. Their use within the EU is more or less vol­un­tary, as opposed to in China which also has stan­dards whose appli­ca­tion is manda­tory.

National standards regime

The con­di­tions for entering each “door”, or country, vary widely. For example, in the EU: The EU uses reg­u­la­tions (which apply as a binding legal act imme­di­ately after pub­li­ca­tion) or direc­tives (such as the Machinery Direc­tive) to for­mu­late gen­eral safety objec­tives. EU direc­tives only take effect when coun­tries within the EU imple­ment them as national laws. Ver­i­fi­ca­tion of achieving safety objec­tives thus requires an exact spec­i­fi­ca­tion.

Machine builders use stan­dards to this end. ­Ver­i­fi­ca­tion is eas­iest when there are har­monised EU stan­dards which are used by machine builders. The reason for this is the “pre­sump­tion of con­for­mity” these elicit: If I apply these stan­dards, the con­for­mity with the safety objec­tives defined in them is guar­an­teed. The har­monised EN stan­dards are an indi­ca­tion of how the objec­tives of the EU direc­tive can be met, but they are not manda­tory. And espe­cially not out­side of the EU.

It takes a lot of work: Ide­ally, it takes 3 years to progress from a pro­posal for a new ISO/IEC stan­dard to its pub­li­ca­tion.

Instead, spec­i­fi­ca­tions differ between coun­tries and a design in accor­dance with the Machinery Direc­tive with the cor­re­sponding CE marking is not enough to be able to use a machine or an indi­vidual product every­where in the world – even if a high level of safety is achieved in the EU in itself: meaning that if an Italian machine builder wants to send a machine to South Korea, they must first deal with the national require­ments in South Korea, while a delivery to Brazil requires dealing with the national spec­i­fi­ca­tions there (NR Norma Reg­u­la­men­ta­dora e.g. NR-12 “Machinery Safety”). In 2003, the Chi­nese gov­ern­ment intro­duced manda­tory cer­ti­fi­ca­tion and marking called China Com­pul­sory Cer­tifi­cate (CCC) for selected prod­ucts. In this case, the machine builder should check whether the rel­e­vant com­po­nents have this cer­ti­fi­ca­tion in addi­tion to dealing with the Chi­nese spec­i­fi­ca­tions (GB stan­dards) (see inter­view, page 5). An effi­cient and legally com­pliant han­dling thus becomes a bal­ancing act for global com­pa­nies.

Expertly standardised

As an “Ambas­sador for Safety”, Pilz has decades of inten­sive expe­ri­ence with cur­rent stan­dards and is happy to shoulder this burden for its cus­tomers. Pilz has estab­lished itself glob­ally with 42 sub­sidiaries and 17 sales part­ners and can pro­vide local sup­port as an inde­pen­dent partner when imple­menting nor­ma­tive spec­i­fi­ca­tions in the indi­vidual coun­tries. Experts from Pilz are actively helping to shape around 100 product and appli­ca­tion stan­dards in almost 80 stan­dards com­mit­tees, allowing them to keep a finger on the pulse. This knowl­edge is also reflected in the ser­vices and the training courses within the inter­na­tional Pilz training port­folio. In the absence of offi­cial stan­dards, Pilz engages with users, asso­ci­a­tions, author­i­ties and research insti­tutes in order to col­lec­tively develop appro­priate safety stan­dards.

“An increasing number of our cus­tomers are asking for our help with regard to the require­ments of the new national UKCA marking from Great Britain,” explains Arndt Christ, Vice Pres­i­dent Cus­tomer Sup­port Inter­na­tional. “Together with our local sub­sidiary, we can act as a national rep­re­sen­ta­tive and pro­vide com­pe­tent sup­port in the process of achieving UKCA con­for­mity as well as in the event of prob­lems with local market sur­veil­lance author­i­ties.” Depending on the task, the scope of sup­port can include risk assess­ment, drafting a safety con­cept and inter­na­tional con­for­mity assess­ment ser­vices. Pilz usu­ally puts together an inter­na­tional team of experts for this pur­pose which is made up of domestic con­tact part­ners for the cus­tomer, spe­cial­ists from Pilz in the cor­re­sponding coun­tries and, where applic­able, an inter­na­tional project man­ager.

Together these mem­bers achieve the ideal world pre­vi­ously imag­ined: The machinery can be put into oper­a­tion in the respec­tive target country in com­pli­ance with the required con­for­mity assess­ment pro­ce­dures and the national stan­dards valid there. The starting point for this is simply making con­tact with your local Pilz rep­re­sen­ta­tive.

Wealth of standards experience

Pilz, as a global provider of prod­ucts, sys­tems and ser­vices for automa­tion tech­nology that offers the highest safety for man, machinery and the envi­ron­ment, places the highest pri­ority on meeting guide­lines and stan­dards that apply around the world for the widest variety of require­ments and indus­tries, even for their own prod­ucts. Another argu­ment in favour of choosing to rely on the sup­port offered by Pilz.


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