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1/11/11 1 4/17/2010 www.CodeDataPlate.com 1 FLO RIDA ELEVATO R ASSO CIATIO N Alteration/M odernization Inspection C riteria by:John S.R earick CodeDataPlate.com
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Page 1: 1/11/111 4/17/2010. 1/11/112  Disclaimer The opinions and recommendations presented here are strictly my own.

1/11/11 14/17/2010 www.CodeDataPlate.com 1

FLORIDA ELEVATOR ASSOCIATION

Alteration/Modernization Inspection Criteria

by: John S. Rearick

CodeDataPlate.com

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1/11/11 2www.CodeDataPlate.com

DisclaimerThe opinions and recommendations presented here are strictly my own and are not those of ASME, IAEC, NAESAI or any organization of which I may be a member.All references to the Code are from A17.1a-2005 Copyright © 2004 by the American Society of Mechanical Engineers.

JSRearick

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1/11/11 3

From Code Data Plate to Acceptance Inspection Tag

Electric Elevator - Acceptance Test Tag – DO NOT REMOVE Person or Firm Performing Test: Date:

Witnessed by: QEI #

REQ. # Devices Tested/ Test Results of Tests 8.10.2.2.1(h) Door Closing Force Test 8.10.2.2.1(i) Door Closing Time Test 8.10.2.2.1(j)(1) Door Opening 8.10.2.2.1(j)(2) Leveling Zone and Speed 8.10.2.2.1(j)(3) Inner Landing Zone 8.10.2.2.1(q) Emergency / Standby Power Test 8.10.2.2.2(v) Braking System Test 8.10.2.2.2(y)(3) Winding Drum Machines Slack Rope 8.10.2.2.2(y)(6) W.D. Mach. Final Terminal Stopping 8.10.2.2.2(cc)(a) Emergency Stop 8.10.2.2.2(cc)(3) Traction Limit 8.10.2.2.2(ff) Terminal Stopping Devices Test 8.10.2.2.2(hh) Governors Overspeed Test 8.10.2.2.2(ii) Car Safety Test 8.10.2.2.2(ii)(2) Car Safety Type ‘A’ inertia app. Test 8.10.2.2.2(ii) Counterweight Safety Test 8.10.2.2.2(ii)(2) Cwt Safety Type ‘A’ inertia app. Test 8.10.2.2.2(jj)(1) Ascending Car OS Protection Test 8.10.2.2.2(jj)(2) Unintended Car Movement Test 8.10.2.2.2(mm) Emergency Brake 8.10.2.2.3(d) Top Car Clearance / Refuge Space 8.10.2.2.3(ff) Unexpected Car Movem. (top-of-car) 8.10.2.2.5(c) Car Oil Buffer Test 8.10.2.2.5(c) Counterweight Oil Buffer Test 8.10.2.2.5(l) Unexpected Car Movement (pit) 8.10.2.2.6 Firefighters’ Emergency Operation

#REF!

codedataplate.com

ALTERATION CODE: ASME A17.1-2000

SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.11.5, 8.7.2.13, 8.7.3.8, 8.7.3.12, 8.7.3.23.7, 8.7.3.24, 8.7.3.29, 8.7.3.30, 8.7.3.31.1, 8.7.3.31.2, 8.7.3.31.5, 8.7.3.31.8

CODE DATA PLATE

INSTALLATION CODE: ASA A17.1-1965

###

INSTALLATION CODE: ANSI A17.1b-1980

ALTERATION CODE: ASME A17.1b-2003SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.11.1, 8.7.2.12, 8.7.2.14.1, 8.7.2.19, 8.7.2.20, 8.7.2.27.4, 8.7.2.28

codedataplate.com

CODE DATA PLATE

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1/11/11 4

From Code Data Plate to Acceptance Inspection Tag

• Scope of a Modernization– What is Retained– What is New – What is Altered

• Scope of Acceptance Inspection– What was Retained– What was New – What was Altered

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1/11/11 5

Scope of Alteration

Courtesy of Bill Synder

Start With This

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1/11/11 6

Scope of Alteration

End With This

Courtesy of Bill Synder

Destination Dispatch

Compass Destination Entry

MRLGen 2

Synergy

EcoSpace / MonoSpace

Synchron Hoisting Machine

?

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1/11/11 7

Scope of Modernization or Alteration

• Entrance and Door Work

• Cab Work

• Shaft or Hoistway Work

• Motor or Machine Room Work

• Changes in Speed, Rise/Travel or Capacity

• Changes in Operation or Use

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1/11/11 8

Scope of Alteration• Retained Equipment

– Hoistway, Rails, Counterweight– Buffers and Other Pit Equipment– Platform, Safeties and Governor

• New Equipment– Controls– Door & Cab Equipment– Rope Brake

• Altered Equipment– Machine

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1/11/11 9

Harmonization• A17.1b-1998 (25 Parts)

– Introduction (Scope & Definitions)– Part 1 & Part 2 ( HW & Traction)– Part 3 (Hydraulic Elevators)– Parts 6, 16 and 18 (Hand, R&P, SC)– Parts 4, 5, 15, 17, 19, 22, 23 and 25– Parts 8 and 9 (Esc. & MW)– Parts 7 and 14 (DW & ML)– Parts 10, 11, 12 and 13 (Insp, Alts, etc)– Introduction (Reference Codes)– Appendices – Parts 20 and 21 (Chair & Platform Lifts)

• A17.1a-2005 (9 Parts)– Part 1 (General)– Part 2 (Electric)– Part 3 (Hydraulic)– Part 4 (Other Mach.)– Part 5 (Special App.)– Part 6 (Esc. & MW)– Part 7 (DW & ML)– Part 8 (General Req.)– Part 9 (Reference)– Appendices– A18.1-2005

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1/11/11 10

A17.1-2004 Code Organization• Part 1 - Scope, Purpose and Definitions

• Part 2 - Electric Elevators

• Part 3 - Hydraulic Elevators

• Part 4 - Other Types of Machines

• Part 5 - Special Applications

• Part 6 - Escalators & Moving Walks

• Part 7 - Dumbwaiters & Material Lifts

• Part 8 - General Requirements– Section 8.7 – Alterations– Section 8.10 – Acceptance Inspections

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1/11/11 11

A17.1 Code Organization

• Part 9 - Referenced Documents

• Figures

• Tables

• Non-Mandatory Appendices

• Index

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1/11/11 12

Parts 1 & 2• Part 1 Scope, Purpose &

Definitions• Part 2 requirements:

– 2.1/2 Hoistways & Pits– 2.3 Guarding of Cwt.– 2.4/5 Clearances– 2.6 Under Hoistway– 2.7/10 Machinery– 2.11/13 Doors– 2.14/16 Cars– 2.17 Safeties

– 2.18 Governors– 2.19 ACOS/UIM– 2.20 Ropes– 2.21 Counterweights– 2.22 Buffers– 2.23 Rails– 2.24 Machines– 2.25 Limits– 2.26 Controls– 2.27 Emerg. Oper. & F/S– 2.28/9 Drawings & Ident.

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1/11/11 13

Parts 3 through 8

• Part 3 Hydraulic• Part 4 Rack & Pinion,

Screw Column, Hand• Part 5 Special App.

– LULA– Residence– Sidewalk

• Part 6 Escalators• Part 7 Dumbwaiters

• Part 8 General– 8.1 Security– 8.4/5 Seismic– 8.6 Maintenance,

Repair, Replacement and Testing (in’08)

– 8.7 Alterations– 8.8 Welding– 8.9 Code Data Plate– 8.10 Acceptance

Inspections (new and alterations

– 8.11 Periodic Inspections

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1/11/11 14

Parts 9 and Appendices

• Part 9 References• Nonmandatory

Appendices (A - R)– A=Control System– B=Door Landing and

Unlocking Zones– F=ACOS/UIM– J=Relationship of Pit

Ladder to Hoistway Door Unlocking Means

– L=Index of Alteration Requirements

– N=Recommended Inspection and Test Intervals in “Months”

– Q=Explanatory Figures for the Definitions of Elevator Machinery Space, etc

– R=Inspection Operation and Hoistway Access Switch Operation Hierarchy

• Index

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1/11/11 15www.CodeDataPlate.com

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1/11/11 16

8.9 Code Data Plate

• Guide to Acceptance Inspection

• Guide to Periodic Inspections

• Original Installation Code

• Alteration Code

• Section 8.7 Requirements complied with

• Appendix L is Guide to 8.7 Requirements

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1/11/11 17www.CodeDataPlate.com

8.9 Code Data Plate

#REF!

codedataplate.com

ALTERATION CODE: ASME A17.1-2000

SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.11.5, 8.7.2.13, 8.7.3.8, 8.7.3.12, 8.7.3.23.7, 8.7.3.24, 8.7.3.29, 8.7.3.30, 8.7.3.31.1, 8.7.3.31.2, 8.7.3.31.5, 8.7.3.31.8

CODE DATA PLATE

INSTALLATION CODE: ASA A17.1-1965

Door Operator

Wiring

Re-opening Devise

Door Restrictor

Plunger Gripper

Valve

Tank

Limits

Top of Car Insp..

Leveling

Controller Replacement

Emergency Operations

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1/11/11 18

SECTION 8.7ALTERATIONS

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1/11/11 23

###

INSTALLATION CODE: ANSI A17.1b-1980

ALTERATION CODE: ASME A17.1b-2003SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.14.3, 8.7.2.20, 8.7.2.25.1(b), 8.7.2.27.1, 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

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CODE DATA PLATE

Entrance and Door Work Cab Work

Hoistway Work - Wiring

Machine Room Work – Rope Gripper, New Motor, Controls and Fire Service

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1/11/11 24

Hoistway Work

• 8.7.2.1 – Hoistway Enclosures

• 8.7.2.2 – Pits

• 8.7.2.3 through 8.7.2.6 H/W Cwt. Items

• 8.7.2.7 – Machine Room

• 8.7.2.8 – Wiring

#REF!SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.13, 8.7.2.14.3, 8.7.2.25.1(b), 8.7.2.26, 8.7.2.27.1 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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1/11/11 25

Hoistway WorkTypical Items and What gets Dragged in

8.7.3.2 Pits {1203.1f} Alterations made to the pit shall conform to

• 2.1.2.3 - Strength of Pit Floor

• All of Section 2.2 - Pits

See also 8.7.3.4 - Vertical Car and Counterweight Clearances and Runbys

Note: Often Pit Alterations are required when a Jack is replaced.

Red is rule in 1996/7/8 code. Black is current in 2004/5

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1/11/11 26

Hoistway WorkTypical Items and What gets Dragged in

8.7.2.1.5 Control of Smoke and Hot Gases {1201.1e} (Hoistway Ventilation) shall conform to:

2.1.4 Control of Smoke and Hot GasesWhen required by the building code, hoistways shallbe provided with means to prevent the accumulation ofsmoke and hot gases.Where air pressurization of the hoistway is utilizedas a means of smoke and hot gas control, the air shallnot be introduced into the hoistway in such a manneras to cause erratic operation by impingement of travelingcables, selector tapes, governor ropes, compensatingropes, and other components sensitive to excessivemovement or deflection.

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1/11/11 27

Hoistway and Machine Room WorkTypical items and what else gets dragged in

8.7.2.8 or 8.7.3.8 Wiring {1201.3 or 1203.1c}

Electrical Equipment, Wiring, Pipes, and Ducts in Hoistways and Machine Rooms. The installation of any new, or the alteration of existing, electrical equipment, wiring, raceways, cables, pipes, or ducts shall conform to the applicable requirements of 2.8 (…shall conform to NFPA 70)

Red is rule in 1996/7/8 code. Black is current in 2004/5

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1/11/11 28

Door Specifications

• 8.7.2.10 - Entrances

• 8.7.2.11 - Hoistway Door Locking Devices– Interlocks– Door Restrictors

• 8.7.2.12 - Door Operators

• 8.7.2.13 - Reopening Devises

#REF!SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.13, 8.7.2.14.3, 8.7.2.25.1(b), 8.7.2.26, 8.7.2.27.1 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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1/11/11 29

What gets Dragged in

• Replace H/W Door Tracks & Hangers• 8.7.2.10.1 & 8.7.2.10.2 {1201.10a & 1201.10b}

8.7.2.10.1(c) Where an alteration is made to any hoistwayentrance, it shall conform to 2.11.3, 2.11.5, 2.11.7, 2.11.8,and 8.7.2.10.5. The entire installation shall also conformto 2.12 and 2.13.

8.7.2.10.2(b) Hanger tracks and track supports shall conform to 2.11.11.2.

8.7.2.10.2(d) Hangers shall conform to 2.11.11.4.9 Requirements

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1/11/11 30

What gets Dragged in• Replace H/W Door Tracks & Hangers

– Shall conform to:– 2.11.3 Closing of Hoistway Doors– 2.11.5 Projection of Entrances and Other

Equipment Beyond the Landing Sills– 2.11.7 Glass in Hoistway Doors– 2.11.8 Weights for Closing or Balancing Doors– 8.7.2.10.5 Marking of Entrance Assemblies– 2.12 Hoistway Door Locking Devices and Electric

Contacts, and Hoistway Access Switches– 2.13 Power Operation of Hoistway Doors and Car

Doors– 2.11.11.2 Hangers, Tracks, and Track Supports– 2.11.11.4 Hangers

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1/11/11 31

What gets Dragged in• Replace H/W Door Tracks & Hangers

– 2.11.11.2 Hangers, Tracks, and Track Supports

Hangers, tracks, and their supports and fastenings for doors shall be constructed to withstand, without damage or appreciable deflection, an imposed static load equal to four times the weight of each panel as applied successively downward and upward at the vertical centerline of the panel. (See 2.11.11.5.7 and 2.11.11.5.8.)

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1/11/11 32

What gets Dragged in• Replace H/W Door Tracks & Hangers

2.11.11.4 Hangers. Hangers shall conform to

2.11.11.4.1 Means shall be provided to prevent

the hangers from jumping the track.

2.11.11.4.2 Stops shall be provided in the entrance assembly to prevent hangers from overrunning the end of the track.

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1/11/11 33

Door Specifications

• 8.7.2.10 - Entrances

• 8.7.2.11 - Hoistway Door Locking Devices– Interlocks– Door Restrictors

• 8.7.2.12 - Door Operators

• 8.7.2.13 - Reopening Devises

#REF!SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.13, 8.7.2.14.3, 8.7.2.25.1(b), 8.7.2.26, 8.7.2.27.1 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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What gets Dragged in• Replace Interlocks & Install Restrictor• 8.7.2.11.1 {1201.11a}

• 8.7.2.11.5

Interlocks. Where the alteration consists of the installation of hoistway door interlocks, the installation shall conform to 2.12.1, 2.12.2, 2.12.4 through 2.12.7, and 2.24.8.3.

Restricted Opening of Hoistway Doors or Car Doors of Passenger Elevators. Where a device that restricts the opening of hoistway doors or car doors is altered or installed, the device shall conform to 2.12.5.

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1/11/11 35

What gets Dragged in• Replace Interlocks

– Shall conform to:

Hoistway Door Locking Devices Requirements

2.12.1, 2.12.2, 2.12.4 through 2.12.7,

and 2.24.8.3 - Driving-Machine Brake

• Install Restrictor – Shall conform to:

Hoistway Door Locking Device Requirement

2.12.5

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1/11/11 36

Door Specifications

• 8.7.2.10 - Entrances

• 8.7.2.11 - Hoistway Door Locking Devices– Interlocks– Door Restrictors

• 8.7.2.12 - Door Operators

• 8.7.2.13 - Reopening Devises

#REF!SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.13, 8.7.2.14.3, 8.7.2.25.1(b), 8.7.2.26, 8.7.2.27.1 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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What gets Dragged in• Replace Door Operator• 8.7.2.12 {1201.12}

• Power Operation of Hoistway Doors. Where the alteration consists of the addition of, or alteration to, power opening or power closing of hoistway doors, the installation shall conform to 8.7.2.10.1, 8.7.2.10.2,8.7.2.10.3, and 8.7.2.10.5.

Note: This doesn’t take you right to 2.13

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1/11/11 38

What gets Dragged in• Power Operation of Hoistway Doors

– Shall conform to:– Entrances and Hoistway Openings– 8.7.2.10.1>

– 8.7.2.10.2 – Horizontal Slide-Type Entrances– 8.7.2.10.3 – Vertical Slide-Type Entrances– 8.7.2.10.5 – Marking of Entrance Assemblies

8.7.2.10.1(c) Where an alteration is made to any hoistwayentrance, it shall conform to 2.11.3, 2.11.5, 2.11.7, 2.11.8,and 8.7.2.10.5. The entire installation shall also conformto 2.12 and 2.13.

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1/11/11 39

Door Specifications

• 8.7.2.10 - Entrances

• 8.7.2.11 - Hoistway Door Locking Devices– Interlocks– Door Restrictors

• 8.7.2.12 - Door Operators

• 8.7.2.13 - Reopening Devises

#REF!SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.13, 8.7.2.14.3, 8.7.2.25.1(b), 8.7.2.26, 8.7.2.27.1 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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1/11/11 40

What gets Dragged in• Replace Door Reopening Device• 8.7.2.13 {1200.5d}

• Door Reopening Device. Where a reopening device for power-operated car doors or gates is altered or added, the following requirements shall apply:(a) requirement 2.13.4 Closing Limitations

(b) requirement 2.13.5 Reopening Device Requirements

(c) when firefighters’ emergency operation is provided, door reopening devices and door closing on Phase I and Phase II shall comply with the requirements applicable at the time of installation of the firefighters’ emergency operation.

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1/11/11 41

What gets Dragged in• Door Reopening Device

– Shall conform to:

2.13.4 Closing Limitations– 2.13.4.1 Where Required– 2.13.4.2 Closing Mechanism

• 2.13.4.2.1 Kinetic Energy• 2.13.4.2.2 Door Travel in the Code Zone Distance• 2.13.4.2.3 Door Force• 2.13.4.2.4 Data Plate

● ●

NORMAL

REDUCED

DOOR OPERATOR DATA PLATE

Seconds

Seconds

cdp ●

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1/11/11 42

Cab Work

• 8.7.2.14 - Car Enclosures– 8.7.2.14.1 – New Cab– 8.7.2.14.2 - Cab Alteration– 8.7.2.14.3 – Cab Interiors - USA– 8.7.2.14.4 – Cab Interiors - Canada

#REF!SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.13, 8.7.2.14.3, 8.7.2.25.1(b), 8.7.2.26, 8.7.2.27.1 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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1/11/11 43

Cab Work

• 8.7.2.14 - Car Enclosures– 8.7.2.14.1 – New Cab

• the installation shall conform to 2.14, 2.15, and 2.17

– 8.7.2.14.2 – Cab Alteration• (a) through (h) Shell, Lights, Fan, Exits, etc.

– 8.7.2.14.3 – Cab Interiors – USA• (a) through (e) Panels and Flooring required to meet

ASTM E 84, UL 723, or NFPA 255:– (1) flame spread rating of 0 to 25– (2) smoke development of 0 to 450

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1/11/11 44

Cab Work

• 8.7.1.2 (2.14.1.7 – Car Top Railing)2.14.1.7 Railing and Equipment on Top of Cars

2.14.1.7.1 A standard railing conforming to 2.10.2 shall be provided on the

outside ...

• TN-10-791 (look for this in the next edition)

###

ALTERATION CODE: ASME A17.1b-2003SECT. 8.7 REQUIREMENTS COMPLIED WITH:8.7.1.2 (2.14.1.7 – Car Top Railing) 8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.14.3, 8.7.2.20, 8.7.2.25.1(b), 8.7.2.27.1, 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

8.7.2.14.5 Addition of Car Top RailingWhere a car top railing is installed, the installation shall conform to 2.14.1.7. Where conformance to 2.14.1.7 is not possible due to existing overhead conditions, an alternative solution providing equivalency to 2.14.1.7 shall be permitted.

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1/11/11 45

MACHINES & CONTROLS

While we are heading for the Machine Room pick-up the Pocket Guide to

Alterations and a sample Plate.

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1/11/11 46www.CodeDataPlate.com

8.7.1 General RequirementsTRACTION HYDRO

8.7.2 8.7.38.7.2.1 Hoistway 8.7.3.18.7.2.2 Pits 8.7.3.28.7.2.7 Machine room 8.7.3.78.7.2.8 Wiring 8.7.3.88.7.2.10 Entrances 8.7.3.10

8.7.2.10.1 General <<<<8.7.2.10.2 Horizontal Slide <<<<8.7.2.10.3 Vertical Slide <<<<8.7.2.10.4 Swing Type <<<<

8.7.2.11 Hoistway Door 8.7.3.118.7.2.11.1 Interlocks <<<<8.7.2.11.4 Access Sw. (App. R) <<<<8.7.2.11.5 Door Restrictor <<<<

8.7.2.12 Operators 8.7.3.128.7.2.13 Re-opening Device <<<<8.7.2.14 Cabs 8.7.3.13

8.7.2.14.1 New Cab <<<<8.7.2.14.2 Cab Alt. Except panels <<<<8.7.2.14.3 Cab Alt. Interiors only <<<<8.7.2.14.5

8.7.2.15 Frame, Plat. & Guides 8.7.3.148.7.2.16 Load and Class

8.7.2.16.1 Type of Service 8.7.3.178.7.2.16.2 Class of Loading 8.7.3.188.7.2.16.3 Pass on Freight 8.7.3.198.7.2.16.4 Increase Rated Load 8.7.3.20

8.7.2.17 Travel or Speed 8.7.3.228.7.2.18 Safeties 8.7.3.15

Code Data Plate (8.6.1.5) Alteration Pocket Guide

For complete list see A17.1 Sect. 8.7 & App. L

Remove Stop Switch (before b-2003)

TRACTION HYDRO8.7.2.19 Governor 8.7.3.168.7.2.20 Rope Brake, etc.

Hydraulic Jack 8.7.3.23.1Hydraulic Cylinder only 8.7.3.23.3Move Power Unit 8.7.3.23.6Plunger Gripper 8.7.3.23.7Valve & Piping 8.7.3.24

8.7.2.21 Ropes 8.7.3.258.7.2.22 Counterweights 8.7.3.26

8.7.2.22.3 Cwt. Guides <<<<8.7.2.23 Buffers 8.7.3.278.7.2.24 Rails 8.7.3.28

Tank 8.7.3.298.7.2.25 Machines8.7.2.26 Terminal Stopping 8.7.3.308.7.2.27 Control Equipment 8.7.3.31

8.7.2.27.1 Top of Car 8.7.3.31.18.7.2.27.2 Leveling 8.7.3.31.2

Anti-Creep 8.7.3.31.38.7.2.27.3 Power Supply 8.7.3.31.48.7.2.27.4 Controller 8.7.3.31.58.7.2.27.5 Type of Motion 8.7.3.31.68.7.2.27.6 Type of Operation 8.7.3.31.7

Emergency Lowering 8.7.3.31.98.7.2.27.7 Remove Stop Switch* 8.7.3.31.10

8.7.2.28 Emerg. Operations 8.7.3.31.88.7.4 Other Driving Machines8.7.5 Special Applications8.7.6 Escalators & MW8.7.7 Dumbwaiters & ML

CodeDataPlate.com281/257-0516

*A17.1b-2003 and later editions only

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1/11/11 47

Machine Room Work

• Rope Brake8.7.2.20 Ascending Car Overspeed and

Unintended Car Movement Protection

The requirements of 2.19 shall be conformed to where a device for protection against ascending car overspeed and unintended car movement is altered or installed.

###

ALTERATION CODE: ASME A17.1b-2003SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.14.3, 8.7.2.20, 8.7.2.25.1(b), 8.7.2.27.1, 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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Machine Room Work

• Replace DC motor with AC Motor– 8.7.2.25.1 Alterations to Driving Machines

and Sheaves– 8.7.2.25.1(a) – New Machine– 8.7.2.25.1(b) – Alterations to Machine– 8.7.2.25.1(c) – Alteration to Sheave

###

ALTERATION CODE: ASME A17.1b-2003SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.14.3, 8.7.2.20, 8.7.2.25.1(b), 8.7.2.27.1, 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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1/11/11 49

Machine Room Work

• Control Items– 8.7.2.27.1 – Top-of-Car Operating Device– 8.7.2.27.2 – Car Leveling Device– 8.7.2.27.5 – Change in Type of Motion Control– 8.7.2.28 – Emergency Operations

and Signaling Devices

###

ALTERATION CODE: ASME A17.1b-2003SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.14.3, 8.7.2.20, 8.7.2.25.1(b), 8.7.2.27.1, 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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Other Control Changes

Controllers– 8.7.2.27.3 – Change in Power Supply– 8.7.2.27.4 – Replace Control– 8.7.2.27.5 – Change in Type of Motion Control– 8.7.2.27.6 – Change in Operation Control

###

ALTERATION CODE: ASME A17.1b-2003SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.8, 8.7.2.10.2, 8.7.2.11.1, 8.7.2.11.5, 8.7.2.12, 8.7.2.14.3, 8.7.2.20, 8.7.2.25.1(b), 8.7.2.27.1, 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

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1/11/11 51www.CodeDataPlate.com

Note: These 4 requirements are often mixed up.

Control Changes• Power – Supply to controller is altered in type,

phase or voltage (not a new Main Line)

• Controller is replaced without a change to Motion or Operation Control (and this could be a change from relay to microprocessor)

• Type of Motion - such as MG to SSD or VVVF

• Type of Operation – Car Switch to Automatic, Simplex to Duplex or Group

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1/11/11 52www.CodeDataPlate.com

Note: Hydro control change may not require change to fire service.

Control Changes• 8.7.2.28 Emergency Operations

• Emergency Signaling Devices• Emergency or Standby Power• Firefighters Service

• 8.7.3.31.8Emergency Operations• (a) Emergency Signaling Devices• (b) Emergency or Standby Power• (c) Firefighters Service

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1/11/11 53

2.27.2 - Emergency or Standby Power System 2.27.3 - Firefighters’ Emergency Operation:

Automatic Elevators 2.27.4 - Firefighters’ Emergency Operation:

Non- Automatic Elevators 2.27.5 – Automatic Elevators With Designated-

attendant Operation 2.27.6 - Firefighters’ Emergency Operation:

Inspection Operation 2.27.7 - Firefighters’ Emergency Operation:

Operating Procedures 2.27.8 - Switch Keys

2.26.4 - Electrical Equipment and Wiring2.26.5 - System to Monitor and Prevent Automatic Operation of the Elevator With Faulty Door Contact Circuits2.26.6 - Phase Protection of Motors2.26.7 - Installation of Capacitors or Other Devices to Make Electrical Protective Devices Ineffective2.26.8 - Release and Application of Driving-Machine Brakes2.26.9 - Control and Operating Circuits

Terminal Stopping DevicesNormal Terminal Stopping DevicesFinal Terminal Stopping DevicesEmergency Terminal Stopping DeviceEmergency Terminal Speed-Limiting Device

Where Required and FunctionLocation

Inspection Operation Location Switch for Transferring Control of the Elevator

to the Operating Devices Continuous Pressure Type Maximum Speed 0.75 M/S (150 Ft/Min) Used Only by Elevator PersonnelInspection Operation With Open Door Circuits

What gets Dragged inReplacement of a controller

2.25

2.26.1.4 & 2.26.1.5

2.26.4 thru 2.26.9

2.27.2 thru 2.27.8

2.26.4.1 & 2.26.4.2

Change in type of motion control

8.7.2.27.4No change in type of motion control

2.26.4 Electrical Equipment and Wiring

2.26.4.1 All electrical equipment and wiring shall conform to NFPA70 or CSA-C22.1, whichever is applicable.

2.26.4.2 Electrical equipment shall be listed/certified and labeled/marked.

Where a controller for the operation of hoistwaydoors, car doors, or car gates is installed as part of an alteration, all new and modified equipment and wiring shall conform to 2.26.4.1 and 2.26.4.2

Courtesy of Bill Synder

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1/11/11 54

Replacement of a controller

No change in type of motion control

Motion control: that portion of a control system that governs the acceleration, speed, retardation, and stopping of the moving member.

What is a change in the type of motion control?

Courtesy of Bill Synder

Control Changes

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1/11/11 55

Types of Traction Motion Control8.7.2.27.5

AC motor control:control, AC motor, DC injectioncontrol, single speed ACcontrol, two speed ACcontrol, variable voltage, variable frequency (VVVF)control, variable voltage AC (VVAC)

DC motor control: control, dual bridge thyristor convertercontrol, generator fieldcontrol, multivoltagecontrol, rheostaticcontrol, single bridge thyristor converter

Courtesy of Bill Synder

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1/11/11 56Courtesy of Rob Kramer

Work in Progress A17.1-201X

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1/11/11 57

Work in Progress A17.1-201X

Courtesy of Rob Kramer

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1/11/11 58

Replacement of a controller

No change in type of motion control

Now we will replace the controller and change the type

of motion control.

Replace the Motor Generator with Static Drive.

Change in type of motion control

Courtesy of Bill Synder

Control Changes

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1/11/11 59

Replacement of a controller

2.7.2.27.5Change in type of

motion control

Where there is a change in the type of motion control, the installation shall conform to the following:

(a) The protection of the hoistway landing openingsshall conform to 2.11.1 through 2.11.13, 2.12, and 2.13.

Courtesy of Bill Synder

Control Changes

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1/11/11 60

Where there is a change in the type of motion control, the installation shall conform to the following:

(b) Car enclosures and car doors or gates shall conform to 2.14, except that where existing car enclosures and/or car doors or gates are retained, conformance with the following requirements is not required:(1) requirements 2.14.1.3, 2.14.1.5.1, and 2.14.1.8(2) requirements 2.14.2.1, 2.14.2.3, and 2.14.2.4(3) requirement 2.14.3(4) requirements 2.14.4.3 and 2.14.4.6

Replacement of a controller

2.7.2.27.5Change in type of

motion control

Courtesy of Bill Synder

Control Changes

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1/11/11 61

Replacement of a controller

2.7.2.27.5Change in type of

motion control

Where there is a change in the type of motion control, the installation shall conform to the following:

(c) The car safety, the counterweight safety (where provided), and the governor shall conform to 2.17 and 2.18, except that the pitch diameter of speed governor sheaves and governor tension sheaves are not required to conform to 2.18.7.

(d) The capacity and loading shall conform to 2.16.

(e) The terminal stopping devices shall conform to 2.25.

Courtesy of Bill Synder

Control Changes

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1/11/11 62

Replacement of a controller

2.7.2.27.5Change in type of

motion control

Where there is a change in the type of motion control, the installation shall conform to the following:

(f) The operating devices and control equipment shallconform to 2.26. The requirements of 2.26.4.2, 2.26.4.3,and 2.26.4.4 shall not apply to electrical equipmentunchanged by the alteration.

Courtesy of Bill Synder

Control Changes

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1/11/11 63

Replacement of a controller

2.7.2.27.5Change in type of

motion control

Where there is a change in the type of motion control, the installation shall conform to the following:

(g) In jurisdictions not enforcing NBCC, emergency operation and signaling devices shall be provided and shall conform to 2.27. In jurisdictions enforcing NBCC, emergency operation and signaling devices where required by NBCC shall be provided and shall conform to 2.27.

Courtesy of Bill Synder

Control Changes

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1/11/11 64

Replacement of a controller

2.7.2.27.5Change in type of

motion control

Where there is a change in the type of motion control, the installation shall conform to the following:

(h) Car overspeed protection and unintended movementprotection shall conform to 2.19.

What about the platform guard?

2.15.9.2 The guard plate shall have a straight vertical face, extending below the floor surface of the platform, conforming to one of the following:

(a) where the elevator is required to conform to 2.19.2.2(b) the depth of the truck zone, where provided, plus 75 mm (3 in.), but in no case less than 1 220 mm (48 in.)

Courtesy of Bill Synder

Control Changes

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1/11/11 65

Replacement of a controller

2.7.2.27.5Change in type of

motion control

All we had to do was to read what the code requires.

Did we forget about anything?

Courtesy of Bill Synder

Control Changes

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1/11/11 66

Alteration Acceptance Inspection

• 8.10.2.3 – Alterations to Electric Elevators• 8.10.3.3 – Alterations to Hydraulic Elevators

– Also note:

• 8.10.1 - General• 8.10.2 - Electric• 8.10.3 - Hydraulic• 8.10.4 - Escalators• 8.10.5 - Other Equipment

Electric Elevator - Acceptance Test Tag – DO NOT REMOVE Person or Firm Performing Test: Date:

Witnessed by: QEI #

REQ. # Devices Tested/ Test Results of Tests 8.10.2.2.1(h) Door Closing Force Test 8.10.2.2.1(i) Door Closing Time Test 8.10.2.2.1(j)(1) Door Opening 8.10.2.2.1(j)(2) Leveling Zone and Speed 8.10.2.2.1(j)(3) Inner Landing Zone 8.10.2.2.1(q) Emergency / Standby Power Test 8.10.2.2.2(v) Braking System Test 8.10.2.2.2(y)(3) Winding Drum Machines Slack Rope 8.10.2.2.2(y)(6) W.D. Mach. Final Terminal Stopping 8.10.2.2.2(cc)(a) Emergency Stop 8.10.2.2.2(cc)(3) Traction Limit 8.10.2.2.2(ff) Terminal Stopping Devices Test 8.10.2.2.2(hh) Governors Overspeed Test 8.10.2.2.2(ii) Car Safety Test 8.10.2.2.2(ii)(2) Car Safety Type ‘A’ inertia app. Test 8.10.2.2.2(ii) Counterweight Safety Test 8.10.2.2.2(ii)(2) Cwt Safety Type ‘A’ inertia app. Test 8.10.2.2.2(jj)(1) Ascending Car OS Protection Test 8.10.2.2.2(jj)(2) Unintended Car Movement Test 8.10.2.2.2(mm) Emergency Brake 8.10.2.2.3(d) Top Car Clearance / Refuge Space 8.10.2.2.3(ff) Unexpected Car Movem. (top-of-car) 8.10.2.2.5(c) Car Oil Buffer Test 8.10.2.2.5(c) Counterweight Oil Buffer Test 8.10.2.2.5(l) Unexpected Car Movement (pit) 8.10.2.2.6 Firefighters’ Emergency Operation

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1/11/11 67

8.10 Required Tests

8.10.1.2 Applicability of Inspection and Test Requirements.

Inspections and tests required by 8.10.2 through8.10.5 are to determine that the equipment conformswith the following applicable requirements:

(a) the Code at the time of installation(b) the Code effective as applicable to and for each alteration(c) the ASME A17.3 Code if adopted by the authority having jurisdiction

Do these words look familiar?

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1/11/11 69

8.10 Required Alteration Tests

• Traction - 8.10.2.3• 8.10.2.3.1 Alterations shall be

inspected for compliance with the applicable requirements specified in 8.7. Check code data plate for compliance with 8.7.1.8

• Under A17.1-1996 this was Rule 1003.3

• Also see 8.10.2.1 for items not covered by 8.10.2.3.1

• Hydro - 8.10.3.3• 8.10.3.3.1 Alterations shall be

inspected for compliance with the applicable requirements specified in 8.7.Check code data plate for compliance with 8.7.1.8.

• Under A17.1-1996 this was Rule 1006.3

• Also see 8.10.3.1 for items not covered by 8.10.3.3.1

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1/11/11 70

8.10 Required Alteration Tests

Door Operator

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1/11/11 71

8.10 Required Alteration Tests for Alteration to Door Operator

• Hydro - 8.10.3.3.2 {1006.3}(a) Where the alteration consists of the addition

of power operation to the door system (8.7.3.12 {1203.1m}), tests shall be performed as specified in 8.10.3.2.1(a), (h), (i), (j), and (t); 8.10.3.2.3(g); 8.10.3.2.3(r); 8.10.2.2.4(b), (d) through (g); and 8.10.2.2.6.{1002.2h – see Item 1.10 in A17.2}

Red is rule in 1996/7/8 code. Black is current in 2004/5

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1/11/11 72

8.10 Required Alteration Tests for Alteration to Door Operator

• Traction - 8.10.2.3.2 {1003.3}(a) Where the alteration consists of the addition

of power operation to the door system (see 8.7.2.12 {1201.12}), tests shall be performed as specified in 8.10.2.2.1(h), (i), (j), and (t); 8.10.2.2.3(c)(3); 8.10.2.2.3(j) and (w); 8.10.2.2.4(b), and (d) through (g); and 8.10.2.2.6. {1002.2h – Power Operation }

And what happened to (a) Door Reopening Device (2.13.5) (Item 1.1)?

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1/11/11 73

8.10 Required Alteration Tests for Alteration to Door Operator

• Traction - 8.10.2.3.2 (a) Power operation to the door system tests: – 8.10.2.2.1(h) – Door Closing Force Test (in ’96)– 8.10.2.2.1(i) – Door Closing Time Test– 8.10.2.2.1(j) – Door Opening & Zone Tests– 8.10.2.2.1(t) - Door Monitoring Systems– 8.10.2.2.3(c)(3) – Inspection Operation with

open door circuits– 8.10.2.2.3(j) - Car Leveling Devices– 8.10.2.2.3(w) - Door and Gate Equipment

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1/11/11 74

8.10 Required Alteration Tests for Alteration to Door Operator

• Traction - 8.10.2.3.2 (a) Power operation to the door system tests - continued: – 8.10.2.2.4(b) - Hoistway Doors– 8.10.2.2.4(d) - H/W Door Locking Devices– 8.10.2.2.4(e) - Access to Hoistway– 8.10.2.2.4(f) - Power Closing of H/W Doors– 8.10.2.2.4(g) - Sequence Operation– 8.10.2.2.6 - Firefighters’ Emergency

Operation Test

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1/11/11 75

8.10 Required Alteration Tests for Alteration to Door Operator

• 1002.2h – Power Operation of Door System– 112.3a Power Closing (A17.1-1996/7)– Item 1.8 Door Closing Force (30 lbf)

• 8.10.2.2.1(h) – Door Closing Force Test – 2.13.4 Closing Limitations for Power-Operated

Horizontally Sliding Hoistway Doors and Horizontally Sliding Car Doors or Gates

– Item 1.8 Door Closing Force (30 lbf)

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1/11/11 76

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.1(i) – Door Closing Time Test

– 2.13.3 Power Closing per Data Plate 2.13.4.2.4– Item 1.9 Power Closing of Doors or Gates

• 8.10.2.2.1(j) - Power Opening of Doors – (1) Power Opening of Doors (2.13.2)– (2) Leveling Zone & Leveling Speed (2.26.1.6.3)– (3) Inner Landing Zone (2.26.1.6.7)

● ●

NORMAL

REDUCED

DOOR OPERATOR DATA PLATE

Seconds

Seconds

cdp ●

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1/11/11 77

A17.1a-2005 Acceptance

• 8.10.2.2.1(j) Category 1

• 8.11.2.2.8 Category 5

• 8.11.2.3.7• 8.11.2.3.8• 8.11.2.3.9

A17.2-2004• Item 1.10.2

Anti-creep

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1/11/11 78

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.1(t) - Door Monitoring Systems

– 2.26.5 - System to Monitor and Prevent Automatic Operation of the Elevator With Faulty Door Contact Circuits

• 8.10.2.2.3(c)(3) – Top of Car Inspection Operation with open door circuits– 2.26.1.5 - Inspection Operation With Open Door

Circuits (Test operation of Bypass Switches on the controller for Car and Hoistway Doors)

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1/11/11 79

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.3(j) - Car Leveling Devices

– 2.26.1.6 - Operation in Leveling or Truck Zone– Item 3.7 - Car Leveling and Anticreep DevicesPeriodic Inspections (no separate Acceptance)

– 3.7.1.1 Electric Elevators– 3.7.1.2 Hydraulic Elevators

• 8.10.2.2.3(w) - Door and Gate Equipment– 2.11, 2.12, and 2.13 - Hoistway Doors – 2.11.1.2 - Emergency Doors

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1/11/11 80

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.3(w) - Door and Gate Equip. (cont.)

– 2.1.1.1.3 and 2.11.15.1 - Hoistway Door Labels– 2.11.11.8 - Door safety retainers, location, and

function– 2.12.2.2 and 2.12.3.2 - Door closed position – 2.11.11.5.8 and 2.11.12.4.8 - Hoistway Door

Hanger– 2.12.2.3, 2.12.2.5, 2.12.3.3, 2.12.3.5, 2.26.2.14,

and 2.26.4.3 - Hoistway Door Locking Device

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1/11/11 81

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.4(b) - Hoistway Doors (2.11)

– (1) test of closed bi-parting doors (2.11.12.4.3 and

2.11.12.4.7)– (2) hoistway door (2.11)

• Item 4.2.3 Acceptance Inspection– Examine hoistway doors...measure the distances

between the hoistway face of the hoistway doors and the car door or gate....

Note: Items are from Inspector Guide A17.2-2004

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1/11/11 82

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.4(d) - Hoistway Door Locking Devices

(2.12.2.3, 2.12.2.5, 2.12.3.3, 2.12.3.5, 2.12.4.3, 2.26.2.14, and 2.26.4.3)

• Item 4.4.3 Acceptance Inspection– …Verify that the interlocks, or the mechanical locks and

electric contacts, are of a type that have been tested and

approved, and are marked for identification…

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1/11/11 83

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.4(e) - Access to Hoistway

– (1) access for maintenance (2.12.6 and 2.12.7)– (2) access for emergency (2.12.6)

• Item 4.5.1 (no unique acceptance inspection)

– (a) Unlocking Devices– (b) Hoistway Access Switches

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1/11/11 84

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.4(f) - Power Closing of Hoistway Doors 2.13.1(type), 2.13.3(horz), and 2.13.4(v/l)

• Item 4.6.3 Acceptance InspectionWhere both a hoistway door and a car door or gate are

opened and/or closed by power, check that the hoistway

door and the car door or gate are

(a) both of the horizontally sliding type; or

(b) both of the vertically sliding type

So then horizontally sliding hoistway doors and vertically sliding car door on the same car won’t pass!

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1/11/11 85

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.4(g) - Sequence Operation – 2.13.6 - Sequence Operation for Power-Operated

Hoistway Doors With Car Doors or Gates– 2.13.3.4 - Power Closing of Vertically Sliding

Hoistway Doors and Vertically Sliding Car Doors or Gates by Momentary Pressure or by Automatic Means

• Item 4.7.1 (no unique acceptance inspection)– (a) hoistway door 2/3 open before car door starts– (b) car door 2/3 closed before hoistway door starts

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1/11/11 86

8.10 New Required Alteration Tests

for Alteration to Door Operator• 8.10.2.2.6 - Firefighters’ Emergency Operation. Verify conformance with 2.27.3 through 2.27.8.

And on Hydro and on Traction (presumably omitted by accident)

• 8.10.2.2.1(a) Door Reopening Device - 2.13.5– Item 1.1.1 (no unique acceptance inspection)

• (a) Mechanical Reopening Device (Safety Edge). • (b) Electronic Reopening Device..• (c) Photoelectric Reopening Device.

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1/11/11 87

Electric Elevator - Acceptance Test Tag – DO NOT REMOVE Person or Firm Performing Test: Date:

Witnessed by: QEI #

REQ. # Devices Tested/ Test Results of Tests 8.10.2.2.1(h) Door Closing Force Test 8.10.2.2.1(i) Door Closing Time Test 8.10.2.2.1(j)(1) Door Opening 8.10.2.2.1(j)(2) Leveling Zone and Speed 8.10.2.2.1(j)(3) Inner Landing Zone 8.10.2.2.1(q) Emergency / Standby Power Test 8.10.2.2.2(v) Braking System Test 8.10.2.2.2(y)(3) Winding Drum Machines Slack Rope 8.10.2.2.2(y)(6) W.D. Mach. Final Terminal Stopping 8.10.2.2.2(cc)(a) Emergency Stop 8.10.2.2.2(cc)(3) Traction Limit 8.10.2.2.2(ff) Terminal Stopping Devices Test 8.10.2.2.2(hh) Governors Overspeed Test 8.10.2.2.2(ii) Car Safety Test 8.10.2.2.2(ii)(2) Car Safety Type ‘A’ inertia app. Test 8.10.2.2.2(ii) Counterweight Safety Test 8.10.2.2.2(ii)(2) Cwt Safety Type ‘A’ inertia app. Test 8.10.2.2.2(jj)(1) Ascending Car OS Protection Test 8.10.2.2.2(jj)(2) Unintended Car Movement Test 8.10.2.2.2(mm) Emergency Brake 8.10.2.2.3(d) Top Car Clearance / Refuge Space 8.10.2.2.3(ff) Unexpected Car Movem. (top-of-car) 8.10.2.2.5(c) Car Oil Buffer Test 8.10.2.2.5(c) Counterweight Oil Buffer Test 8.10.2.2.5(l) Unexpected Car Movement (pit) 8.10.2.2.6 Firefighters’ Emergency Operation

Door Operation Tests

TN 10-962 (work in progress)8.10.1.1.4 A permanent test record showing the test dates, the requirement number for each test, the name of the person or firm performing the test, inspector’s name, QEI-1 number and certifying organization that witnessed the tests shall be made a permanent part of the maintenance records. (8.6.1.4.1) The test record/tag shall document all applicable acceptance tests shown in the following tables:

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1/11/11 88

8.10 Required Alteration Tests

Machine Alterations

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1/11/11 89

8.10 Required Alteration Tests• Traction - 8.10.2.3.2 (i) Machine

Alteration tests:(i) Where the location of the driving machine has

been changed (8.7.2.25.2), for alterations as described in 8.7.2.25.2(a) (no change in rise), tests shall be performed as specified in 8.10.2.2.2(d), (i), (n), and (v)(3). For alterations as described in 8.7.2.25.2(b) (change in rise), tests shall be performed as specified in 8.10.2.2.

NOTE: These tests apply to change of location

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1/11/11 90

8.10 Required Alteration Tests• Traction - 8.10.2.3.2 (r) Machine

Alteration tests:(r) Where an alteration is made that results in a

new drive machine (see 8.7.2.25.1), tests shall be performed as specified in 8.10.2.2.2(j), (n) through (s), (v), (w), (cc),and (dd); and 8.10.2.2.1(q).

Also see 8.10.2.3.2(t) Change in Type of Motion Control for new motor.

So that’s it for machine, right?

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1/11/11 91

8.10 Required Alteration Tests• NOT SO FAST: How about are made to

other driving machine Components - 8.7.2.25.1(b)

• Traction - 8.10.2.3.2 (h) Machine Alteration tests:(h) Where alterations are made to a driving

machine brake (see 8.7.2.25), tests shall be performed as specified in 8.10.2.2.2(o) and (v)(3).

Electric Elevator - Acceptance Test Tag – DO NOT REMOVE Person or Firm Performing Test: Date:

Witnessed by: QEI #

REQ. # Devices Tested/ Test Results of Tests 8.10.2.2.1(h) Door Closing Force Test 8.10.2.2.1(i) Door Closing Time Test 8.10.2.2.1(j)(1) Door Opening 8.10.2.2.1(j)(2) Leveling Zone and Speed 8.10.2.2.1(j)(3) Inner Landing Zone 8.10.2.2.1(q) Emergency / Standby Power Test 8.10.2.2.2(v) Braking System Test 8.10.2.2.2(y)(3) Winding Drum Machines Slack Rope 8.10.2.2.2(y)(6) W.D. Mach. Final Terminal Stopping 8.10.2.2.2(cc)(a) Emergency Stop 8.10.2.2.2(cc)(3) Traction Limit 8.10.2.2.2(ff) Terminal Stopping Devices Test 8.10.2.2.2(hh) Governors Overspeed Test 8.10.2.2.2(ii) Car Safety Test 8.10.2.2.2(ii)(2) Car Safety Type ‘A’ inertia app. Test 8.10.2.2.2(ii) Counterweight Safety Test 8.10.2.2.2(ii)(2) Cwt Safety Type ‘A’ inertia app. Test 8.10.2.2.2(jj)(1) Ascending Car OS Protection Test 8.10.2.2.2(jj)(2) Unintended Car Movement Test 8.10.2.2.2(mm) Emergency Brake 8.10.2.2.3(d) Top Car Clearance / Refuge Space 8.10.2.2.3(ff) Unexpected Car Movem. (top-of-car) 8.10.2.2.5(c) Car Oil Buffer Test 8.10.2.2.5(c) Counterweight Oil Buffer Test 8.10.2.2.5(l) Unexpected Car Movement (pit) 8.10.2.2.6 Firefighters’ Emergency Operation

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1/11/11 92

8.10 Required Alteration Tests

Rope Brake

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1/11/11 93

8.10 Required Alteration Tests• Traction - 8.10.2.2.2 (cc) Ascending Car

Overspeed, and Unintended Car Motion Protection(1) Ascending Car Overspeed Protection. The meansto prevent ascending car overspeed shall be inspectedand tested with no load in the car to verify conformancewith 2.19.1.2.(2) Unintended Car Motion. The means to preventunintended car motion shall be inspected and tested toverify conformance with 2.19.2.2.

Electric Elevator - Acceptance Test Tag – DO NOT REMOVE Person or Firm Performing Test: Date:

Witnessed by: QEI #

REQ. # Devices Tested/ Test Results of Tests 8.10.2.2.1(h) Door Closing Force Test 8.10.2.2.1(i) Door Closing Time Test 8.10.2.2.1(j)(1) Door Opening 8.10.2.2.1(j)(2) Leveling Zone and Speed 8.10.2.2.1(j)(3) Inner Landing Zone 8.10.2.2.1(q) Emergency / Standby Power Test 8.10.2.2.2(v) Braking System Test 8.10.2.2.2(y)(3) Winding Drum Machines Slack Rope 8.10.2.2.2(y)(6) W.D. Mach. Final Terminal Stopping 8.10.2.2.2(cc)(a) Emergency Stop 8.10.2.2.2(cc)(3) Traction Limit 8.10.2.2.2(ff) Terminal Stopping Devices Test 8.10.2.2.2(hh) Governors Overspeed Test 8.10.2.2.2(ii) Car Safety Test 8.10.2.2.2(ii)(2) Car Safety Type ‘A’ inertia app. Test 8.10.2.2.2(ii) Counterweight Safety Test 8.10.2.2.2(ii)(2) Cwt Safety Type ‘A’ inertia app. Test 8.10.2.2.2(jj)(1) Ascending Car OS Protection Test 8.10.2.2.2(jj)(2) Unintended Car Movement Test 8.10.2.2.2(mm) Emergency Brake 8.10.2.2.3(d) Top Car Clearance / Refuge Space 8.10.2.2.3(ff) Unexpected Car Movem. (top-of-car) 8.10.2.2.5(c) Car Oil Buffer Test 8.10.2.2.5(c) Counterweight Oil Buffer Test 8.10.2.2.5(l) Unexpected Car Movement (pit) 8.10.2.2.6 Firefighters’ Emergency Operation

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1/11/11 94

8.10 Required Alteration Tests

Control Alteration

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1/11/11 95

8.10 Required Alteration Tests for Alteration to Controller

• 8.10.2.3.2 Tests shall be performed when the following alterations are made:– (s) Where a controller is installed as part of an

alteration without any change to the type of operation or control (see 8.7.2.27.4), tests shall be performed as specified in 8.10.2.2.1(c), (j), (q), and (t); 8.10.2.2.2(k), (l), (m), (t), (u), (y), (z), (cc), and (dd); and 8.10.2.2.6.

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1/11/11 96

8.10 Required Alteration Tests for Alteration to Controller

• 8.10.2.3.2 Tests shall be performed when the following alterations are made:– (t) Where an alteration is made that results in a

change in the type of motion or operation control (8.7.2.27.5 and 8.7.2.27.6), tests shall be performed as specified in 8.10.2.2.2(l) and (m). All electrical protective devices shall be tested for proper operation.

Electric Elevator - Acceptance Test Tag – DO NOT REMOVE Person or Firm Performing Test: Date:

Witnessed by: QEI #

REQ. # Devices Tested/ Test Results of Tests 8.10.2.2.1(h) Door Closing Force Test 8.10.2.2.1(i) Door Closing Time Test 8.10.2.2.1(j)(1) Door Opening 8.10.2.2.1(j)(2) Leveling Zone and Speed 8.10.2.2.1(j)(3) Inner Landing Zone 8.10.2.2.1(q) Emergency / Standby Power Test 8.10.2.2.2(v) Braking System Test 8.10.2.2.2(y)(3) Winding Drum Machines Slack Rope 8.10.2.2.2(y)(6) W.D. Mach. Final Terminal Stopping 8.10.2.2.2(cc)(a) Emergency Stop 8.10.2.2.2(cc)(3) Traction Limit 8.10.2.2.2(ff) Terminal Stopping Devices Test 8.10.2.2.2(hh) Governors Overspeed Test 8.10.2.2.2(ii) Car Safety Test 8.10.2.2.2(ii)(2) Car Safety Type ‘A’ inertia app. Test 8.10.2.2.2(ii) Counterweight Safety Test 8.10.2.2.2(ii)(2) Cwt Safety Type ‘A’ inertia app. Test 8.10.2.2.2(jj)(1) Ascending Car OS Protection Test 8.10.2.2.2(jj)(2) Unintended Car Movement Test 8.10.2.2.2(mm) Emergency Brake 8.10.2.2.3(d) Top Car Clearance / Refuge Space 8.10.2.2.3(ff) Unexpected Car Movem. (top-of-car) 8.10.2.2.5(c) Car Oil Buffer Test 8.10.2.2.5(c) Counterweight Oil Buffer Test 8.10.2.2.5(l) Unexpected Car Movement (pit) 8.10.2.2.6 Firefighters’ Emergency Operation

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1/11/11 97

8.10 Required Alteration Tests for Alteration to Controller

• 8.10.2.3.2 Tests shall be performed when the following alterations are made:– (u) Where an alteration is made that results in a new

replacement of a hoistway door, car door, or car gate

controller without any change to the operation or control

[see 8.7.2.27.4(b)], tests shall be performed as specified

in 8.10.2.2.1(i) and (j); and 8.10.2.2.2(l)(1), (l)(2), (l)(3),

and (l)(5).

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1/11/11 98

Electric Elevator - Acceptance Test Tag – DO NOT REMOVE Person or Firm Performing Test: Date:

Witnessed by: QEI #

REQ. # Devices Tested/ Test Results of Tests 8.10.2.2.1(h) Door Closing Force Test 8.10.2.2.1(i) Door Closing Time Test 8.10.2.2.1(j)(1) Door Opening 8.10.2.2.1(j)(2) Leveling Zone and Speed 8.10.2.2.1(j)(3) Inner Landing Zone 8.10.2.2.1(q) Emergency / Standby Power Test 8.10.2.2.2(v) Braking System Test 8.10.2.2.2(y)(3) Winding Drum Machines Slack Rope 8.10.2.2.2(y)(6) W.D. Mach. Final Terminal Stopping 8.10.2.2.2(cc)(a) Emergency Stop 8.10.2.2.2(cc)(3) Traction Limit 8.10.2.2.2(ff) Terminal Stopping Devices Test 8.10.2.2.2(hh) Governors Overspeed Test 8.10.2.2.2(ii) Car Safety Test 8.10.2.2.2(ii)(2) Car Safety Type ‘A’ inertia app. Test 8.10.2.2.2(ii) Counterweight Safety Test 8.10.2.2.2(ii)(2) Cwt Safety Type ‘A’ inertia app. Test 8.10.2.2.2(jj)(1) Ascending Car OS Protection Test 8.10.2.2.2(jj)(2) Unintended Car Movement Test 8.10.2.2.2(mm) Emergency Brake 8.10.2.2.3(d) Top Car Clearance / Refuge Space 8.10.2.2.3(ff) Unexpected Car Movem. (top-of-car) 8.10.2.2.5(c) Car Oil Buffer Test 8.10.2.2.5(c) Counterweight Oil Buffer Test 8.10.2.2.5(l) Unexpected Car Movement (pit) 8.10.2.2.6 Firefighters’ Emergency Operation

Acc

epta

nce

Insp

ectio

n T

ag

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1/11/11 99www.CodeDataPlate.com

Contact Information

[email protected]

office:281/257-0516cell: 832/239-2513

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1/11/11 100www.CodeDataPlate.com

What Code to use for Inspections?

• A17.1a-2005?

• Installation Code?

• A17.3-1996?

• A17.3-2008?

• A17.2-2010?

• FBC?

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1/11/11 101www.CodeDataPlate.com

When is Code Effective?• Date of Contract?• Date of Permit?• Date of Inspection?

If Alteration, What Rules Apply?• Only work done by Elevator Contractor now?

• All alterations since installation?

• Only alterations now part of the installation?

Page 97: 1/11/111 4/17/2010. 1/11/112  Disclaimer The opinions and recommendations presented here are strictly my own.

1/11/11 102Florida

Edition/Amendment Effective DatesCodeEdition StartDate EndDate Serial NumberASME A17.1a-2005 December 8, 2006 92918ASME A17.1-2000 October 1, 2005 December 7, 2006 89682ASME A17.1b-1998 October 4, 2000 September 30, 2005 59628ASME A17.1b-1995 August 1, 1996 October 3, 2000 51752ASME A17.1b-1992 February 2, 1994 July 31, 1996 47694ASME A17.1a-1991 August 29, 1992 February 1, 1994 46588ASME A17.1-1990 August 9, 1991 August 28, 1992 45796ASME/ANSI A17.1b-1989 May 31, 1990 August 8, 1991 44573ASME/ANSI A17.1a-1988 May 16, 1989 May 30, 1990 43255ASME/ANSI A17.1-1987 November 1, 1988 May 15, 1989 42310ANSI/ASME A17.1e-1987 November 1, 1987 October 31, 1988 41099ANSI/ASME A17.1c-1986 October 31, 1986 October 31, 1987 39637ANSI/ASME A17.1b-1985 July 1, 1986 October 30, 1986 39414ANSI/ASME A17.1-1984 July 1, 1985 June 30, 1986 37812ANSI/ASME A17.1b-1983 September 19, 1984 June 30, 1985 36387ANSI/ASME A17.1a-1982 July 1, 1983 September 18, 1984 34073ANSI/ASME A17.1-1981 July 1, 1982 June 30, 1983 32996ANSI A17.1b-1980 September 1, 1980 June 30, 1982 30297ANSI A17.1a-1979 July 1, 1979 August 31, 1980 28921ANSI A17.1-1978 October 1, 1978 June 30, 1979 27033ANSI A17.1g-1976 December 1, 1976 September 30, 1978 24572ANSI A17.1f-1975 November 1, 1975 November 30, 1976 24016ANSI A17.1c-1974 May 1, 1974 October 31, 1975 22172ANSI A17.1b-1973 November 1, 1973 April 30, 1974 20916ANSI A17.1a-1972 March 1, 1972 October 31, 1973 10205ANSI A17.1-1971 January 1, 1972 February 29, 1972 9982ANSI A17.1d-1970 July 1, 1971 December 31, 1971 9296USAS A17.1b-1968 January 1, 1970 June 30, 1971 7521USAS A17.1a-1967 January 18, 1968 December 31, 1969 4420ASA A17.1-1965 April 1, 1966 January 17, 1968 4182

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1/11/11 103

SECTION 8.9 CODE DATA PLATE (a-2005)Requirement 8.9 contains requirements for all newand existing equipment within the Scope of this Code.8.9.1 Required InformationData plate shall be provided and maintained that shallindicate the Code to be used for inspections and tests(see 8.10.1.2). The data plate shall indicate the Code andedition in effect at the time of installation. The data plateshall also indicate the Code in effect at the time of anyalteration and indicate the applicable requirements of 8.7.8.9.2 LocationThe data plate shall be in plain view, securely attachedto the main line disconnect or on the controller.8.9.3 Material and ConstructionThe data plate shall be of such material and constructionthat the letters and figures stamped, etched, cast,or otherwise applied to the face shall remain permanentlyand readily legible. The height of the letters andfigures shall be not less than 3.2 mm (0.125 in.).

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1/11/11 104

SECTION 8.9 CODE DATA PLATE (2007, a-08 & b-09)Requirement 8.9 contains requirements for all newand existing equipment within the Scope of this Code.8.9.1 Required InformationData plate shall be provided and maintained that shallindicate the Code to be used for inspections and tests(see 8.10.1.2). The data plate shall indicate the Code andedition in effect at the time of installation. The data plateshall also indicate the Code in effect at the time of anyalteration and indicate the applicable requirements of 8.7.8.9.2 LocationThe data plate shall be in plain view, securely attachedto the main line disconnect or on the controller. It shallalso be permitted to locate the data plate in the controlleras long as it is in plain view with the controller door open. An additional data plate shall be installed in thevicinity of the starting switch on the exterior of escalatorsand moving walks 8.9.3 Material and ConstructionThe data plate shall be of such material and constructionthat the letters and figures stamped, etched, cast,or otherwise applied to the face shall remain permanentlyand readily legible. The height of the letters andfigures shall be not less than 3.2 mm (0.125 in.).

(07)

(b)

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1/11/11 105www.CodeDataPlate.com

8.6.1.6.7 Check for any Missing or Damaged Signs and Data Plates• Machine Room

– Brake Plates– Governor Plate– Code Data Plate– Ambient Air Plate– Hydro Data Plates– Warning Signs

• Fire Service Signs

• Hoistway and Pit– Crosshead Data Plate– Rail Lube Instructions– Warning Signs– Safety Plank Plate– Buffer Plate– Counterweight Runby

• Freight & Capacity

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1/11/11 106

● ●

POUNDS F.P.M.

NUMBER OF ROPES: IN.

MANUFACTURED: BY:

RAIL LUBRICATION INSTRUCTIONS:

● ●

RATED BREAKING STRENGTH: POUNDS

the safety for the characteristics of the rail lubricant to be used.

DIAMETER:

RATED SPEED:

COMPLETE CAR WEIGHT:

RATED LOAD:

POUNDS

CROSSHEAD DATA PLATE

codedataplate.com

INSTALLATION CODE: ASME A17.1a-1997

CODE DATA PLATE

#REF!SECT. 8.7 REQUIREMENTS COMPLIED WITH:

8.7.2.11.5, 8.7.2.28.

CODE DATA PLATEINSTALLATION CODE: ANSI A17.1-1978

ALTERATION CODE: ASME A17.1-2000

codedataplate.com

MAXIMUM COUNTERWEIGHT

RUNBY 24"

● ●

NORMAL

REDUCED

DOOR OPERATOR DATA PLATE

Seconds

Seconds

cdp ●

● ●

● CDP ●

LOAD RATING: 6000 POUNDS

NUMBER OF SPRINGS: 2

BUFFER MARKING PLATE

STROKE: 2 1/2 INCHES

● ●

● cdp ●

DO NOT LUBRICATE

RAIL LUBRICATION INSTRUCTIONS:

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1/11/11 107www.CodeDataPlate.com

Products

codedataplate.com

INSTALLATION CODE: ASME A17.1a-1997

CODE DATA PLATE

SECT. 8.7 REQUIREMENTS COMPLIED WITH:

CODE DATA PLATE

INSTALLATION CODE: ANSI A17.1-1971

ALTERATION CODE: ASME A17.1-2000

8.7.2.1.5, 8.7.2.8, 8.7.2.11.5, 8.7.2.12, 8.7.2.13, 8.7.2.14.3, 8.7.2.19, 8.7.2.20, 8.7.2.25.1(b), 8.7.2.27.1, 8.7.2.27.2, 8.7.2.27.5, 8.7.2.28

codedataplate.com

#REF!

1200.5d, 1201.3, 1201.10b, 1201.11a, 1201.12, 1202.3c, 1202.4a, 1202.5a, 1202.11, 1202.12a, 1202.12b, 1202.12e, 1202.13

codedataplate.com

1P30777

PART XII RULES COMPLIED WITH:

CODE DATA PLATE

INSTALLATION CODE: NYC BC 1938 - Article 14

ALTERATION CODE: ASME/ANSI A17.1b-1989

● ●

NORMAL

REDUCED

DOOR OPERATOR DATA PLATE

Seconds

Seconds

cdp ●

ALTERATION CODE: A17.1-1965 a-1967 -1978

b-1980 a-1982 a-1985 b-1989 a-1997

#REF! 1200.5d 1201.10 1201.11 1201.12 1202.5

1202.7 1202.9 1202.12 1202.13 1202.14nyc-97tr-alt cdp

CODE DATA PLATE

PART XII RULES COMPLIED WITH:

Page 103: 1/11/111 4/17/2010. 1/11/112  Disclaimer The opinions and recommendations presented here are strictly my own.

1/11/11 108

Page 104: 1/11/111 4/17/2010. 1/11/112  Disclaimer The opinions and recommendations presented here are strictly my own.

1/11/11 109Courtesy of Don Rosenberger