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Safety11 min

Safety PLC & Machinery Directive: What Automation Engineers Really Need to Know

Functional safety is not bureaucratic overhead but sound engineering with clear rules. We explain PL, SIL, SISTEMA, and the most important safety functions in practical terms.

The Legal Foundation: Machinery Directive and Its Successor

EU Machinery Directive 2006/42/EC is the cornerstone of machine safety in Europe. It defines essential health and safety requirements that every machine manufacturer must fulfill before placing a product on the market. CE marking certifies conformity — not safety itself, but compliance with requirements.

Important: 2023/1230/EU is the new Machinery Regulation (no longer a directive), which takes full effect from January 2027. Key changes: stricter requirements for AI-controlled machines, clearer requirements for networked machines, and an expanded scope. Anyone developing machines today should already consider the new regulation.

Performance Level (PL) per EN ISO 13849-1

Performance Level describes the ability of safety-related control parts to perform a safety function under foreseeable conditions. Five levels:

  • PL a: Very low requirements (probability of dangerous failure: 10⁻⁵ to 10⁻⁴ per hour)
  • PL b: Low requirements (10⁻⁶ to 10⁻⁵)
  • PL c: Medium requirements (10⁻⁷ to 10⁻⁶)
  • PL d: High requirements (10⁻⁸ to 10⁻⁷) — typical for industrial robots
  • PL e: Very high requirements (10⁻⁹ to 10⁻⁸) — medical devices, presses

The required PL (PLr) is determined through a risk assessment (EN ISO 12100). Influencing factors: severity of injury, frequency of exposure, avoidability.

SIL Levels per IEC 62061 and IEC 61508

Safety Integrity Level (SIL) is the IEC equivalent of PL. Three levels (SIL 1 to 3) with corresponding PFH (Probability of Dangerous Failure per Hour) values. Rough correspondence:

  • SIL 1 ≈ PL c
  • SIL 2 ≈ PL d
  • SIL 3 ≈ PL e

IEC 62061 applies specifically to control systems in machines; IEC 61508 to general functional safety. In machine building, EN ISO 13849-1 (PL) is by far the more widely used standard.

SISTEMA: The Free Calculation Tool

SISTEMA (Safety Integrity Software Tool for the Evaluation of Machine Applications) is a free tool from the IFA (Institute for Occupational Safety and Health of the DGUV). It calculates the achievable PL based on the components used and their interconnection. Inputs:

  • Category (B, 1, 2, 3, 4) per EN ISO 13849-1
  • MTTFd (Mean Time to Dangerous Failure) of components from data sheets
  • DC (Diagnostic Coverage) — quality of fault diagnosis
  • CCF (Common Cause Failure) — measures against common cause failures

SISTEMA delivers the PL verification as a PDF — an indispensable document in the technical documentation for CE marking.

Siemens S7-1500F and ET 200SP F

The F variants of the S7-1500 series are designed for safety-related applications. The S7-1515F can execute standard and safety programs on a single CPU. Key features:

  • F peripherals (ET 200SP F modules) communicate via PROFIsafe
  • Safety program runs in separate F-OBs (F-OB1, F-DB)
  • F libraries (FDBACK, FESTO, etc.) for standard safety functions
  • Password protection for the safety program
  • Mandatory safety acceptance after each program change

Important: the safety program must not be called directly from the standard program. Communication occurs via global F variables.

Safety Functions per EN 61800-5-2

The most common safety functions for drive systems:

  • STO (Safe Torque Off): Torque-free state — motor cannot start. Equivalent to emergency stop. No braking action, immediate torque removal.
  • SS1 (Safe Stop 1): Controlled deceleration to standstill, then STO. Corresponds to stop category 1 per EN 60204-1.
  • SS2 (Safe Stop 2): Deceleration and holding at zero speed (control remains active). For processes requiring a defined stopping point.
  • SLS (Safely-Limited Speed): Ensures speed does not exceed a defined limit. Enables setup mode without full standstill.
  • SBC (Safe Brake Control): Safe brake actuation that safely closes the mechanical brake during STO.
  • SDI (Safe Direction): Monitors direction of rotation — only one direction is permitted.

Common Mistakes in Safety Implementation

From our experience, the most common errors found during safety audits:

  • Wrong category selected: Category 2 instead of 3 because DCavg requirements were not met. Always verify DC.
  • MTTFd values not documented: Manufacturer data sheets must be archived. A SISTEMA project without MTTFd sources is worthless.
  • Cross-fault monitoring omitted: Two-channel inputs without cross-short test do not meet Category 3.
  • Validation test flawed: Safety functions must be validated in the worst-case fault scenario — not just normal operation.
  • Change management missing: Every change to the safety program must be documented and re-accepted.

Safety Validation: What Is Actually Tested

Validation of a safety function includes:

  1. Fault injection: simulated failure of sensors, cables, valves
  2. Response time measurement: time between trigger and safe state
  3. Continuity testing: check safety circuits for cross-faults
  4. Restart prevention: must require acknowledgment after a fault
  5. Documentation: test record with date, tester, result

A safety engineer bears personal responsibility for the correctness of the safety assessment. This is not an overstatement — in the event of an incident, the question of liability can point directly to the responsible engineer.

Conclusion: Safety as an Engineering Task

Functional safety is not difficult — but it requires systematic discipline and diligence. Those who know the relevant standards, master SISTEMA, and implement safety functions correctly can build safe machines. When in doubt, seek external support: incorrect CE marking can be costly — not only financially.

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