PD ISO TR 22100 — Safety of Machinery Relationship with ISO 12100 Technical Reports

Safety of Machinery — Relationship with ISO 12100 (ISO/TR 22100-1/2/3, BSI UK implementation)

🛡️ PD ISO TR 22100 is the UK implementation, published by BSI, of the ISO/TR 22100 series of technical reports, prepared by UK Technical Committee MCE/3 (Safeguarding of machinery) and focused on the relationship between safety of machinery and ISO 12100. The three parts in this batch are: Part 1, how ISO 12100 relates to type-B and type-C standards; Part 2, how ISO 12100 relates to ISO 13849-1 (safety-related parts of control systems); and Part 3, implementation of ergonomic principles in safety standards. Together they clarify the hierarchical relationships and coordination methods of the machinery-safety standards system (types A/B/C), and are an important reference for machine designers, safety engineers, and standards writers in understanding and applying the machinery-safety standards system.

💡 ISO 12100 (Safety of machinery — General principles for design — Risk assessment and risk reduction) is the type-A foundational standard in machinery safety, specifying the general principles of risk assessment and risk reduction. Type-B standards (e.g., ISO 13849-1 control systems) and type-C standards (specific machinery safety requirements) are built upon it, forming a hierarchical, coordinated safety standards system.

1. Series Overview 📌

The machinery-safety standards system is organised into types A, B, and C: Type A (basic safety standards, e.g., ISO 12100) gives the fundamental concepts and design principles applicable to all machinery; Type B (group safety standards) addresses a class of safety characteristics (e.g., ISO 13849-1 control-system safety, ISO 13850 emergency stop), subdivided into B1 and B2; and Type C (machinery safety standards) addresses specific machinery (e.g., presses, injection moulding, woodworking machines). The ISO/TR 22100 series clarifies the coordination among these classes and guides correct referencing and implementation. BSI adopts them as “PD ISO/TR 22100-xxx”.

In this batch, Part 1 clarifies the relationship between ISO 12100 and type-B/C standards, Part 2 clarifies the relationship between ISO 12100 and ISO 13849-1, and Part 3 addresses the implementation of ergonomic principles in safety standards.

2. Series Structure and Part Highlights 📋

PartDocument TitleISO EditionCore Content
Part 1How ISO 12100 relates to type-B and type-C standardsISO/TR 22100-1:2015 (Ed. 1.0)Position of ISO 12100 in the safety standards system, coordination and referencing with type-B/C standards
Part 2How ISO 12100 relates to ISO 13849-1ISO/TR 22100-2:2013 (Ed. 1.0)Strategy and relationship for using ISO 13849-1 control systems in risk assessment and risk reduction
Part 3Implementation of ergonomic principles in safety standardsISO/TR 22100-3:2016 (Ed. 1.0)Ergonomic risk assessment and reduction strategy, significant ergonomic hazards, and potential consequences

All three parts are classified under ICS 13.110 (Safety of machinery) and handled by the same UK technical committee MCE/3, progressing from “system relationship” to “control safety” to “ergonomics”.

⚠️ This series comprises technical reports (TR) that clarify inter-standard relationships and implementation methods; they are not mandatory requirements. Specific machinery should comply with the applicable type-C standard; if none exists, risk assessment and risk reduction per type-A/B standards apply.

3. Key Technical Requirements 🔧

1. ISO 12100 Relationship with Type-B/C Standards (Part 1)

Part 1 clarifies the structure and coordination of the machinery-safety standards system, mainly including:

  • Position of ISO 12100: its foundational role as a type-A basic standard in the system;
  • Relationship with type-B standards: the linkage between ISO 12100 and type-B standards (e.g., emergency stop, guards, control safety);
  • Relationship with type-C standards: how type-C standards define specific machinery safety requirements based on ISO 12100;
  • Referencing and coordination: how to correctly reference and coordinate various standards in design, avoiding conflicts and omissions.

2. ISO 12100 Relationship with ISO 13849-1 (Part 2)

ISO 13849-1 specifies the design and evaluation of safety-related parts of control systems (performance level PL, categories). Part 2 clarifies the relationship, mainly including:

  • Risk assessment and risk reduction strategy: how to use the control-system safety requirements of ISO 13849-1 during risk assessment and risk reduction;
  • Safety-related parts of control systems: the role of ISO 13849-1 in machinery safety design and its linkage with ISO 12100;
  • Practical guidance: methods for translating ISO 13849-1 safety-function requirements into the risk-reduction process.

3. Implementation of Ergonomic Principles (Part 3)

Ergonomics (operating force, reachability, posture, vision) is an important dimension of risk assessment. Part 3 explains the implementation of ergonomic principles in safety standards:

  • Risk assessment and reduction strategy: risk assessment and risk reduction strategy for ergonomic hazards;
  • Significant ergonomic hazards: identifying significant ergonomic hazards within the ISO 12100 framework;
  • Potential consequences: assessing the potential consequences of ergonomic hazards (e.g., musculoskeletal disorders, fatigue, mis-operation).
🚨 If ergonomics is ignored in machinery safety design, operators may be subjected to uncomfortable postures or excessive operating forces, leading to fatigue, mis-operation, and musculoskeletal disorders — increasing accident risk. Risk assessment must systematically incorporate the ergonomic dimension.

4. Engineering Practice Applications 🛠️

  • 🔍 Standard selection: when designing machinery, first confirm the applicable type-C standard; if none, perform risk assessment per ISO 12100 and reference appropriate type-B standards to ensure adequate risk reduction.
  • ⚙️ Control-safety design: for safety functions (e.g., emergency stop, guard interlock), determine the performance level (PL) and category per ISO 13849-1, linked with the ISO 12100 risk-assessment process.
  • 👷 Ergonomic optimisation: when designing operator interfaces, maintenance access, and material handling, incorporate ergonomic assessment per Part 3 to reduce operator burden and mis-operation risk.
  • 📋 Safety assessment and CE: in machinery safety assessment and CE certification, use this series as a guide to build a harmonised-standard reference matrix, forming complete risk assessment and validation documentation.

5. Frequently Asked Questions ❓

❓ Q: What is the difference between type-A, B, and C machinery-safety standards?
A: Type-A (e.g., ISO 12100) gives general safety design principles for all machinery; type-B addresses a class of safety characteristics (e.g., control safety, guards); type-C gives safety requirements for specific machinery. Type-C takes precedence; where no type-C exists, perform risk assessment per type-A/B.
❓ Q: What is the performance level (PL) in ISO 13849-1?
A: PL (Performance Level) is the metric in ISO 13849-1 for evaluating the performance of safety-related parts of control systems, graded a–e, related to the severity of harm, exposure frequency, and avoidability, used to determine the required control performance of a safety function.
❓ Q: Why does machinery safety emphasise ergonomics?
A: Poor ergonomics causes operator fatigue, discomfort, and mis-operation, increasing accident risk. Incorporating ergonomics into risk assessment and risk reduction is key to safeguarding operator safety and health and improving human-machine interaction reliability.
🔍 Q: Is this series mandatory?
A: No. They are technical reports (TR) clarifying inter-standard relationships and implementation methods. Actual machinery safety should comply with the applicable type-C standard or risk assessment per type-A/B standards, and meet relevant regulatory requirements (e.g., the Machinery Directive).
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