Testing Systems and Installations

By Dr Alwyn Finney, EMC Advanced Projects, ERA Technology Ltd

1. The EMC Directive

The publication of the EMC Directive, its application since 1st January 1996, and the subsequent UK legislation to enforce the Directive, has given manufacturers of systems, large or small, additional food for thought. In particular, it requires manufacturers to take the requirements of the legislation into account when developing, marketing, testing and manufacturing new systems or planning upgrades to existing systems or installations. The purpose of this measure is so that designs shall be such that the taking into service of the system by the operator will not cause interference to other equipment and that the system itself will have an adequate level of immunity.

For non-radio products there are two ways of demonstrating compliance offered by the Directive; by the use of harmonised standards or by using a Technical Construction File (TCF). These approaches are generally acceptable for systems which are stand-alone and are of a size that would enable them to be tested on/in certified test facilities. However, for complex systems or installations, the method for showing compliance is less clear, particularly as current standards give examples of table-top equipment or a single rack system. For the designers, manufacturers and operators of such systems and installations as illustrated in the photographs, the compliance methodology is less well-defined.

2. The Commission's EMC Directive Guidelines

In the last two years, the European Commission (EC) have issued guidelines on the interpretation of the EMC Directive. The latest version, published in 1997, attempted to address the issue of how systems and installations should be demonstrated to comply. Such matters as simple and complex systems are considered, as well as complex systems viewed as installations. But what does all this mean?

  1. Systems: In normal usage, the word "system" is used to refer to an optional combination of several apparatus brought together by a manufacturer to perform a specific function, as defined by the manufacturer. This final system is seen by the EC as an apparatus, even though the apparatus can be physically large and complex. The major point brought out in the guidelines is that the "system" is capable of having free movement throughout the EEA. It must be designed and put together so as to comply with the essential requirements of the Directive and the compliance should take into account any reasonable foreseeable environment in which the system will be operated. A combination of apparatus is only considered as a system if the manufacturer advertises that the parts are intended to operate together as a system. Thus, if a manufacturer declares that the contents of an outside TV broadcast van is a system, then it would need to demonstrate compliance as a system. >

  2. Installations: In their treatment of installations, the EC's approach is to consider whether the installation is fixed or moveable. In general, an installation should be considered as one which does not have free movement around the EEA, and as such follows the definition in the guidelines as one which is assembled from several systems, finished products and/or components at a given place to operate together in an expected environment to perform a specific task, but not intended to be placed on the market as a single functional unit. Thus, for example, powerstations, telecommunication switching centres, oil and gas platforms are installations which would not have free movement around the EEA.

3. Testing Complex Systems

As stated earlier, the thinking behind standards for testing systems is to consider them as either table-top or single rack floor standing systems. This is of no help when a system is a combination of several items of apparatus necessary to produce the functionability that a customer requires. In this case, the system may have a physical size of 2 metres by 6 metres and a weight that exceeds anything that a normal test house's turntable is able to handle. What can be done in these circumstances?

The pragmatic approach is to define a worst case configuration of the complex system, This should be capable of being reduced in size whereby the configuration can be tested either by the manufacturer or a test house. From an EMC perspective, the configuration most likely to cause maximum disturbance is defined and this becomes the testable system. You may say, "how do I know if I have the worst case?". There is no easy answer to that question, but as designers of complex systems over a period of time, knowledge of the design parameters, operating speeds, measurements of harmonics of fundamental frequencies, and history of complaints when complex systems have previously been taken into service, will all help to determine the worst case configuration.

Having once defined a testable worst case system, applicable standards (e.g. the generics) can be used to demonstrate conformance. Note however, that you, the manufacturer, should define the compliance criteria for the worst case system, as only you have the knowledge of what is acceptable performance.

4. Testing Installations

Although installations do not have to comply with harmonised standards, they must still meet the essential requirements of the Directive. It is not only the manufacturer who is responsible for meeting these requirements but also the organisation taking the installation into service who must ensure that the requirements are met when the installation is operational. As a result, those taking an installation into service will require some assurance that what they have bought will not have to be switched off.

Again, there is little help from the general run of standards as to how meeting the essential requirements should be approached. An in-situ testing standard has been proposed by CENELEC, but in-situ testing is no help as

In a manner similar to that for the testing of complex systems, a "representative system" of the installation can be defined and assembled. Such a test methodology is defined in the European Telecommunications Standards Institute (ETSI) standard ETS 300 127. In this standard, a system representative of the installation is defined as one assembled from at least one of each system that may be used in the installation. The representative is one that could be taken into service, and it is tested to show compliance. As it is representative of the installation, the addition of like systems is expected to only marginally change the working EMC environment. Note should be taken of the fact that the representative system does not have to meet requirements in published standards as the installation has only to meet the protection requirements of the Directive. However, meeting the standards, say the emission requirements of EN 55022, could be a good design objective of the representative system in order that the installation will comply.

5. EMC Management

Complying to the regulations usually means satisfying a set of minimum requirements for emission and immunity so that systems can be placed on the market. However, manufacturers often fall into the trap of considering that it is sufficient to demonstrate compliance of a single system. In fact, continuing EMC compliance is rarely a matter of simply carrying out a set of compliance tests in the last phases of the development cycle. Continuing compliance applies equally to complex systems and installations as well as the more mundane systems which may be manufactured in their thousands. An EMC strategy, framework and policy should be in place to help ensure that once a system or installation is operational, it will remain compliant to its end of life. Such matters as having:
should all be in place as normal business practices. Having these in place throughout the business cycle is the lowest cost option for managing EMC matters.

6. Conclusion

The above has been an outline of the approach to be taken in the testing of complex systems and installations, including the adoption of EMC management procedures. The European Commission have recognised some of the difficulties experienced in proving compliance in the latest issue of their EMC guidelines. As a final comment, Jim Rackham, Principal Trading Standards Officer for Warwickshire County Council, states in a recent article that "Positive action is necessary, doing nothing will not provide a defence".
Alwyn Finney is Manager of EMC Advanced Projects at ERA Technology Ltd (Cleeve Road, Leatherhead, Surrey KT22 7SA, UK; tel +44 (0) 1372 367017; fax +44 (0) 1372 367102) and lectures on achieving compliance of systems and installations. He is also co-author of the ERA publication on EMC Management, 'Concept to Completion', pub. no. 98/0040.

The photographs in this article appear by courtesy of BP Chemicals.

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