the-machinery-directive

Why blindly following the Machinery Standards can be dangerous

Written by Peter Church on 31 Oct 2019

When designing lifting or handling equipment such as forklifts and telehandlers, most design engineers would look to comply with the specific standard for the machine they are designing.

For any machine sold in Europe, that’s the Machinery Directive – Directive 2006/42/EC – a standard that is intended to ensure common levels of safety in machinery used throughout Europe.

In the section covering chain, the Machinery Directive states that the minimum safety factor when lifting a weight should be 4:1. In other words, the chain should be able to lift four times the maximum weight it will be lifting in its working life. This would result in a chain that operates at 25% of its ultimate tensile strength.

If we look to Industrial trucks standards ISO 3691 and BS EN 16307, they state that the minimum safety factor when lifting a weight should be 5:1. This would give you a chain that operates at 20% of its ultimate tensile strength.

The main standard for telehandlers, BS EN 1459 and boomed access platforms BS EN 280, also allow (under certain conditions) 5:1, or 20% of a chain’s ultimate tensile strength.

Some designers adopt a default position of working just to the minimum standard. But a lot of the focus of the standards is on meeting minimum static safety factors. In the real world, this can lead to some poor choices.

In this post, we explain some of the reasons why following the Machinery standards and Directive blindly can be dangerous.

Considering fatigue

The fatigue strength of a leaf chain is related to the number of articulating links in the chain, with an increasingly uneven load dispersal occurring as more links are added. Chain components, like any stamped components, have tolerances and a leaf chain with more links has longer pins which bend more under load.

A good quality leaf chain with a 2 x 3 lacing pattern has a fatigue limit of about 20% of its tensile strength, whereas a 6 x 6 chain will have a fatigue limit of about 14% of its tensile strength. For maximum fatigue strength, you should be selecting a chain with the smallest number of articulating links.

Just taking machinery standards as a guide means you may end up with a safe chain that doesn’t last very long.

Lubrication

Reduced working life is almost always connected with insufficient lubrication or lubrication not reaching the area between pin and plate bores. When a leaf chain operates under high load lubrication is forced away from the load-bearing areas. To ensure a good service life we advise keeping bearing pressure between 0.15–0.18 kN/mm2.

One of the most common leaf chain types in the world is BL834 – when working at 25% of its UTS, the bearing pressure is higher than we would recommend at 0.20 kN/mm2. Only considering bearing pressure this chain should operate between 13% to 18% of UTS.

Once more, just following the safety factor in machinery standards could result in specifying a chain that does not retain lubricant. Without sufficient lubricant, the chain will have a greatly reduced operating life. To overcome this issue, you would need more frequent re-lubrication with potentially more expensive lubricants designed to handle higher bearing pressure.

Turned pins

Leaf chain works because the pin and the outer links are an interference fit. Internal excessive friction caused by high loading, combined with articulation around the pulley and made worse by inadequate lubrication, results in turned pins. The likelihood of turned pins occurring increases for most leaf chains above 15% of a leaf chain’s tensile strength and when a chain operates at 25% tensile strength, they can occur even the very first time the chain is used.

Once a pin is turned, the whole chain has to be scrapped.

Commercial considerations

Another aspect of chain selection is the cost of making a chain and a chain’s associated components such as anchor bolts and pulleys.

If you opt for a chain that is in common use, you should find standard parts available. But if your design requires custom parts, then selecting a chain type can have a significant impact on material sizes and the manufacturing cost of those parts.

On the other hand, if you specify a chain that is not in common use, then replacing it may become an issue with the chain being difficult to source. Replacement parts for running repairs may not be available and/or demand a premium price. And if the associated parts such as anchor pins are less common – you will have the same issues with those – making your choice of chain ultimately expensive.

Making your chain selection based on machinery standards alone could ultimately be more expensive. It may be that a chain that is stronger than you need, but that is more commonly available, or for which the associated parts are cheaper to source, is actually a better choice for overall economy.

Other factors

Other factors that may have an impact on chain choice include the industrial environment the chain is to be used in, it's interaction with other parts on the machine and the way it will be treated when in use – ie, is it likely to be maintained and lubricated regularly or not so often? How many times will it be used each day and how much of its working life will it spend at maximum load?

Look at the bigger picture

Choosing a leaf chain to use in a lifting system design must, therefore, take account of many factors – not just the safety factor. While it may be easy to pick a chain out of a manufacturer’s catalogue based on projected strength requirements and a safety factor, this is unlikely to result in a chain that is the optimum chain for your design.

Working with a chain specialist and benefitting from their advice and expertise will have long term benefits – they will be able to guide you to the right chain for your design and can help with other aspects of your design and manufacture saving you money and future headaches.

Note - The figures used in this article are based on our own chain’s performance. All chain companies publish tensile strength information. There has been a tendency within the chain industry to compare quality based on strength alone, which can lead to chains which do not perform well in other areas. Data on fatigue is generally not published but all good manufacturers should be able to supply it.

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Topics: Leaf chain

Peter Church

Written by Peter Church

Peter has in-depth knowledge of leaf chain and its applications. His 25 years experience in supplying UK manufacturing companies has given a detailed understanding of customer needs, and this has shaped the way he has taken FB chain.

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