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The Machinery Directive and OSHA requirements differ in specifics due to the differing legal systems but in general both require the OEM and end user to collaborate on machine safeguarding solutions that work best for machine operation, operator tasks, and the risks those interactions possess. The Machinery Directive puts the onus on the machinery supplier while OSHA places ultimate responsibility on the end user.

Use the links below for additional information regarding Machinery Directive requirements or OSHA requirements.

Machinery Directive 2006/42/EC – https://eur-lex.europa.eu
OSHA CFR 29 Part 1910 – https://www.osha.gov

The Machinery Directive ultimately requires specific components and machines to bear a CE mark stating that they meet the requirements of the directive. In order to apply the CE mark, the manufacturer must have a technical file containing documentation that shows that specific requirements are met.

Technical Files should include the following information:
  • Description of the apparatus, usually accompanied by a block diagram
  • Wiring and circuit diagrams
  • General arrangement drawings
  • List of standards applied
  • Records of risk assessments and assessments to standards
  • Description of control plan
  • Data sheets for critical sub-assemblies
  • Parts list
  • Copies of any markings and labels
  • Copy of instructions (user, maintenance, installation)
  • Test reports
  • Quality control & commissioning procedures
  • Declaration of Conformity

Other published directives that apply to machinery and machine component manufacturers are the “Electric and Electronic Engineering” and “Mechanical Engineering” directives.

Electric and Electronic Engineering

Electromagnetic compatibility Directive (EMC) 2014/30/EU
Equipment for explosive atmospheres Directive (ATEX) 2014/34/EU
Low Voltage Directive (LVD) 2014/35/EU
Radio Equipment Directive (RED) 2014/53/EU
Restriction of the use of certain hazardous substances Directive (RoHS) 2011/65/EU

Mechanical Engineering and Means of Transport

Equipment for Explosive Atmospheres Directive (ATEX) 2014/34/EU
Pressure Equipment Directive (PED) 2014/68/EU
Simple Pressure Vessels Directive (SPVD) 2014/29/EU

The terminology of the Machinery Directive and OSHA regulations tends to be vague in nature. In other words, these regulations are not prescriptive, but simply define the processes that should be followed to be in compliance. It is impossible to prescribe a specific solution, device, or method that will work with equal effectiveness in diverse applications such as rail yards, steel plants, paper mills, or food processing facilities where the machines and risks are vastly different. The non-prescriptive nature of these regulations can allow for flexibility in developing solutions but can also be immensely frustrating for companies that are looking for more specific guidance. Safety standards supply this guidance.

The Machinery Directive defines the essential requirements of safety which have influence on the design and construction of the machine. Standards provide the technical specifications needed by professionals to produce the equipment which complies with the requirements for safety and health prescribed by the regulation. Standards which are applicable with European directives are harmonized under the specific directive. Following the harmonized standards will lead to the Presumption of Conformity and the machine builder is allowed to bear the CE mark.

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