Siemens SIMOTICS Series Administrator guide

Safety
Integrated
Operating instructions
Low-voltage motor with encoder for
safety-related applications
Edition
Supplement to the motor operating instructions
siemens.com/drives
SIMOTICS
02/2019

SIMOTICS
Low-voltage motor
Functionally safe encoder
Compact Operating Instructions
Supplement to the operating instructions for the motor
02/2019
A5E44248729A
Introduction 1
Safety instructions 2
Areas of application and
ambient conditions 3
Marking for functional safety 4
Electrical connection 5
Commissioning 6
Service & support A
Quality documents B

Legal information
Warning notice system
This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent
damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert
symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are
graded according to the degree of danger.
DANGER
indicates that death or severe personal injury will result if proper precautions are not taken.
WARNING
indicates that death or severe personal injury may result if proper precautions are not taken.
CAUTION
indicates that minor personal injury can result if proper precautions are not taken.
NOTICE
indicates that property damage can result if proper precautions are not taken.
If more than one degree of danger is present, the warning notice representing the highest degree of danger will be
used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property
damage.
Qualified Personnel
The product/system described in this documentation may be operated only by personnel qualified for the specific
task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified
personnel are those who, based on their training and experience, are capable of identifying risks and avoiding
potential hazards when working with these products/systems.
Proper use of Siemens products
Note the following:
WARNING
Siemens products may only be used for the applications described in the catalog and in the relevant technical
documentation. If products and components from other manufacturers are used, these must be recommended or
approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and
maintenance are required to ensure that the products operate safely and without any problems. The permissible
ambient conditions must be complied with. The information in the relevant documentation must be observed.
Trademarks
All names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication
may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.
Disclaimer of Liability
We have reviewed the contents of this publication to ensure consistency with the hardware and software described.
Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this
publication is reviewed regularly and any necessary corrections are included in subsequent editions.
Siemens AG
Division Process Industries and Drives
Postfach 48 48
90026 NÜRNBERG
GERMANY
A5E44248729A
Ⓟ 02/2019 Subject to change
Copyright © Siemens AG 2019.
All rights reserved

Table of contents
1 Introduction...................................................................................................................................................5
1.1 Additional languages................................................................................................................6
2 Safety instructions ........................................................................................................................................7
3 Areas of application and ambient conditions ................................................................................................9
4 Marking for functional safety.......................................................................................................................11
5 Electrical connection...................................................................................................................................13
5.1 Safety instructions relating to the electrical connection .........................................................13
5.2 Circuit diagram .......................................................................................................................13
6 Commissioning ...........................................................................................................................................15
6.1 Safety instructions for commissioning....................................................................................15
6.2 Checklist for commissioning...................................................................................................15
A Service & support .......................................................................................................................................17
B Quality documents......................................................................................................................................19
B.1 EU Declaration of Conformity for the encoder .......................................................................19
B.2 Quality documents for the SIMOTICS motors........................................................................19
B.2.1 SIMOTICS TN Series N-compact ..........................................................................................19
B.2.2 SIMOTICS FD ........................................................................................................................19
B.2.3 SIMOTICS SD/GP/DP............................................................................................................19
Index...........................................................................................................................................................21
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Table of contents
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Introduction 1
These operating instructions apply to the functionally safe encoder (FSE) mounted on the
SIMOTICS motor. The functionally safe encoder is also referred to in the operating instructions
as an encoder. These operating instructions supplement the operating instructions for the
following motor series:
● SIMOTICS FD
● SIMOTICS TN Series N-compact
● SIMOTICS SD/GP/DP
● SIMOTICS VSD10/VSD4000
These operating instructions are part of the motor delivery. Store the operating instructions
near the motor. Please read the operating instructions prior to handling the motor and observe
the information they contain. This will ensure safe and disturbance-free functioning.
Siemens AG does not accept any liability for damage and failures that result from the non-
observance of these operating instructions.
Functionally safe encoders
The following encoders can be mounted on the motor:
● Sendix SIL Kübler http://www.kuebler.com
● FSI 862 Leine&Linde http://www.leinelinde.com/
● HOGS 100S Baumer http://www.baumer.com
Operating instructions for the encoder
You can find the relevant technical specifications for the encoder and its operating instructions
on the website of the respective manufacturer.
The operating instructions for the encoder contain the following:
● General information
● Encoder function
● Functional safety
● Data transfer
● Electrical installation
● Commissioning
● Technical specifications
Read and observe the operating instructions for the encoder.
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1.1 Additional languages
You can find these instructions in other languages in SIOS (https://
support.industry.siemens.com/cs/ww/en/view/109756319).
Text format features
You can find the following text format features in these instructions:
1. Handling instructions are always formatted as a numbered list. Always perform the steps in
the order given.
● Lists are formatted as bulleted lists.
– Lists on the second level are hyphenated.
Note
The note provides you with additional information about the product itself, handling the product
- and the relevant documentation.
Introduction
1.1 Additional languages
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Safety instructions 2
Siemens AG assumes responsibility for ensuring that the directives of functional safety have
been observed for the motor with the encoder. The safety-relevant screw connections are
sealed with marking paint before delivery. This will then indicate any inadvertent or
unauthorized release of the screw connection.
No functional safety for incorrect use
If the information regarding correct use is not observed, the functional safety may be rendered
ineffective.
● Carefully comply with the information provided regarding correct use.
● Changes made by users to the motor and/or the encoder negatively impact operational
reliability and are not permitted.
● The motor is intended for installation in a machine. The company operating the machine is
responsible for ensuring functional safety. The company operating the machine is
responsible for the necessary safety functions and their attributes.
No functional safety for non-observance of the warning and safety instructions
If the warning and safety instructions are not observed, the functional safety may be rendered
ineffective. The safety functions of the system are no longer ensured. This can result in death,
serious injury or material damage.
● Please comply with valid regulations and operating instructions.
No functional safety without safety-relevant encoder evaluation
If the safety-relevant encoder evaluation is not implemented, the safety functions of the system
are no longer ensured. This can result in death, serious injury or material damage. The encoder
is only safety-relevant when used in conjunction with a suitable encoder evaluation unit.
● Use the encoder together with a safety-relevant encoder evaluation unit.
● Observe the operating instructions for the encoder.
No functional safety without conformity assessment
The motor is intended for installation in a machine. The operating company is responsible for
defining the safety level and its actual implementation in the machine.
● Evaluate the conformity of the machine before commissioning.
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Qualified personnel
Only Siemens service personnel or personnel trained and authorized by Siemens may carry
out work on the encoder and the entire mounted components of the encoder. These include the
torque arm, bolts and shaft journal, if present. Qualified personnel require knowledge of the
following topics:
● Topics relating to functional safety
● Legislation, safety regulations and standards for functional safety
● Content of the associated operating instructions, manufacturing instructions and check lists
for assembly and disassembly
Contact Technical Support for the following topics:
● Maintenance and service
● Faults and how to resolve them
● Disposal
Responsibility and liability
The responsibility and liability regarding the functional safety and its associated traceability is
completely transferred over to the operating company:
● If the operating company damages the seal that was applied to safety-relevant screw
connections by Siemens AG.
● If the operating company carries out work on the encoder and its mechanical connection.
Resonance effects in operation
Resonance effects can occur on the motor as a result of the frequency converter or comparable
power controlling devices. As a result, the safety functions of the system are no longer ensured.
This can result in death, serious injury or material damage.
● Optimize, for example, the controller parameters through an appropriate current setpoint
filtering.
Damage
To ensure the system comprising the motor and the encoder is not damaged:
● Do not use the motor and the parts mounted onto it as a foothold or step.
● Do not place any objects on the motor.
● Position the motor in such a way that the encoder is not damaged.
Safety instructions
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Areas of application and ambient conditions 3
The encoder is suitable for the following areas of application and ambient conditions:
● Safety-relevant systems up to
– SIL2 / SIL3 acc. to EN 61800-5-2
– PLd / PLe acc. to EN ISO 13849-1 and EN ISO 13849-2
● Degrees of protection ≤ IP65
● Maximum ambient temperature of +40 °C, for simultaneous use of the motors according to
temperature class 155 (F) as a maximum.
● The encoder is designed in accordance with the maximum motor speed.
● Areas of application depending on the encoder
Area of application FSI 862 HOGS 100S Sendix SIL
Use in hazardous areas No No No
Typical industrial environment, e.g. indoor in‐
stallation for conveyor technology
Yes Yes Yes
Conditionally in port installations Yes Yes Yes
Harsh industrial environments, e.g. offshore
or the chemical industry
Yes Yes No
Areas with direct exposure to seawater or
spraying seawater
Yes Yes No
Guidelines
● The encoder complies with the relevant standards listed in the Declaration of Conformity for
safety-related applications.
● Also take into account the applicable national and regional legislation, standards and
regulations.
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Areas of application and ambient conditions
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Marking for functional safety 4
The SIMOTICS motor with functionally safe encoder has a signal yellow marking. The marking
SI04 for the functionally safe encoder is stamped on the rating plate of the motor. The safety
level is marked on the functionally safe encoder.
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Marking for functional safety
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Electrical connection 5
5.1 Safety instructions relating to the electrical connection
Danger due to incorrect installation
If the encoder is electrically installed by inadequately qualified personnel, the functional safety
may be rendered ineffective. The safety functions of the system are no longer ensured. This
can result in death, serious injury or material damage.
● Only qualified personnel are permitted to work on the encoder.
Danger due to pre-existing damage to, or destruction of, the encoder
Electrostatic discharge can cause the encoder to fail. The safety functions of the system are no
longer ensured. This can result in death, serious injury or material damage.
● Ensure that the ESD measures are observed.
Operating instructions for the encoder
Observe the operating instructions for the encoder.
5.2 Circuit diagram
● If the encoder is freely accessible, use the pin assignment specified in the operating
instructions for the encoder.
● If the encoder is not freely accessible: You can find the pin assignment for the encoder in the
terminal box or auxiliary terminal box on the circuit diagram provided in the terminal box.
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Electrical connection
5.2 Circuit diagram
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Commissioning 6
6.1 Safety instructions for commissioning
Danger due to inadequately qualified personnel
If the encoder is electrically installed by inadequately qualified personnel, the functional safety
may be rendered ineffective. The safety functions of the system are no longer ensured. This
can result in death, serious injury or material damage.
● Only qualified personnel are permitted to mount or remove the encoder.
● Personnel require knowledge of the following topics:
– Topics relating to functional safety
– Legislation, safety regulations and standards for functional safety
– Content of the detailed operating instructions provided
Conformity
The encoder is intended for installation in a machine. Commissioning is prohibited until it has
been established that the end product conforms with Directive 2006/42/EC.
Operating instructions for the encoder
Follow the encoder operating instructions when commissioning it.
6.2 Checklist for commissioning
Complete the checklist before commissioning the encoder.
WARNING
Danger to life if the functional safety is not guaranteed
It is possible that the functional safety is disabled if not all of the measures listed in the
checklist are answered with "yes". The safety functions of the system are no longer ensured.
This can result in death, serious injury or material damage.
● Only commission the motor and the encoder when all of the points have been answered
with "Yes".
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Table 6-1 Checklist for commissioning the encoder
Encoder serial number on the type plate:
..........................................................................................................
Measure Yes No
Is the signal yellow "Safety Integrated" marking present on the front cover and the
"SI04" marking on the rating plate?
Is the motor free of damage?
Are the operating instructions for the encoder available and have the correspond‐
ing specifications and instructions been observed?
Has the motor been correctly assembled and designed so that the permissible
vibrations and shocks of the motor are not exceeded?
Is the thermal motor protection evaluated, if available?
Have qualified personnel connected the encoder to the encoder evaluation?
Was a suitable, shielded connecting cable with twisted conductor pairs used?
Were the connecting cables attached to the encoder without any strain, the cable
and connector installed and securely attached?
Is the connecting cable shield connected at both ends through a large surface area
and grounded?
Was it checked and ensured that the supply voltage has the correct level and
polarity?
Check the encoder function: Do the direction of rotation and count direction on the
encoder match?
See also
Safety instructions relating to the electrical connection (Page 13)
Commissioning
6.2 Checklist for commissioning
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Service & support A
Technical questions or additional information
If you have any technical questions or require additional information, please
contact Technical Support (https://support.industry.siemens.com/cs/ww/en/
sc/4868).
Please have the following data ready:
● Type
● Serial number
You can find this data on the rating plate.
Contact person
If you wish to request on-site service or order spare parts, please contact
your local office. This office will contact the responsible service center on
your behalf. You can find your contact person in the relevant contact data‐
base:
www.siemens.com/yourcontact (www.siemens.com/yourcontact)
Siemens Support for on the move
With the "Siemens Industry Online Support" App, you can access more than
300,000 documents for Siemens Industry products – any time and any‐
where. The App supports you in the following areas:
● Resolving problems when executing a project
● Troubleshooting when faults develop
● Expanding a system or planning a new system
Further, you have access to the Technical Forum and other articles that our
experts have drawn-up:
● FAQs
● Application examples
● Manuals
● Certificates
● Product announcements and many more
The app is available for Apple iOS, Android and Windows Phone.
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Service & support
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