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ATEX and IECEx: equipment for explosive atmospheres

Guide · ATEX / IECEx

Equipment intended for use in potentially explosive atmospheres falls in Europe under Directive 2014/34/EU (often called ATEX equipment) and, internationally, under the IECEx scheme operated by IEC. Both regimes share the same technical baseline, the EN 60079 standards series (aligned with IEC 60079), but differ in legal framing, certification procedure and geographic recognition. This page covers the scope of both regimes, the zone and category classification system, the protection types codified by EN 60079, how to read the Ex marking on a product, and how it interacts with the general CE marking.

The word "ATEX" covers two distinct directives, often confused in common usage.

TextAudienceSubjectFor spilma
Directive 2014/34/EUManufacturersPlacing on the market of equipment and protective systems intended for explosive atmospheresIn scope
Directive 1999/92/ECEmployers / site operatorsHealth and safety at work in areas at risk of explosive atmospheres (zone classification by the operator, protection plans)Out of scope

spilma covers Directive 2014/34/EU, the product text. 1999/92/EC concerns site organisation (who performs the effective zone classification, draws up the Explosion Protection Document, and trains operators). Manufacturers consult it for context, but their conformity obligation runs under 2014/34/EU.

The directive covers:

  • equipment, that is machines, materials, fixed or mobile devices, components and protective systems intended for use in potentially explosive atmospheres;
  • protective systems, which are not themselves equipment but are intended to halt incipient explosions immediately (explosion vents, flame arresters, and similar devices);
  • certain safety, controlling and regulating devices intended for use outside the potentially explosive atmosphere but required for or contributing to the safe functioning of equipment and protective systems.

A potentially explosive atmosphere is defined as a mixture with air, under atmospheric conditions, of flammable substances in the form of gases, vapours, mists or dusts in which, after ignition, combustion spreads to the entire unburned mixture.

Zone classification is carried out by the site operator (Directive 1999/92/EC) and dictates which equipment is admissible. Manufacturers need to know it because the ATEX category of their product determines the zones it can equip.

ZonePresence of explosive atmosphereAdmissible ATEX category
Zone 0Continuously, for long periods or frequentlyCategory 1G
Zone 1Likely to occur occasionally in normal operationCategory 1G or 2G
Zone 2Not likely to occur in normal operation, or only brieflyCategory 1G, 2G or 3G
ZonePresence of explosive atmosphereAdmissible ATEX category
Zone 20Continuously, for long periods or frequentlyCategory 1D
Zone 21Likely to occur occasionally in normal operationCategory 1D or 2D
Zone 22Not likely to occur in normal operation, or only brieflyCategory 1D, 2D or 3D

The downward inclusion logic matters. Equipment in category 1 (fit for zone 0) is also fit for all lower zones (1, 2). Equipment in category 3 is fit only for zone 2 (gas) or zone 22 (dust).

The directive distinguishes two equipment groups by intended environment.

Group I, extractive industries susceptible to firedamp (mines)

Section titled “Group I, extractive industries susceptible to firedamp (mines)”
CategorySafety levelUse case
M1Very high, equipment remains safe even when the explosive atmosphere is present, with two independent faultsEquipment that cannot be de-energised on gas detection
M2High, equipment is de-energised upon gas detectionEquipment that can be shut down on detection

Group II, other places potentially exposed (non-mining industry)

Section titled “Group II, other places potentially exposed (non-mining industry)”
CategorySafety levelCompatible zone(s)
1G / 1DVery high, safety maintained even under rare faultsZone 0 (G) / Zone 20 (D)
2G / 2DHigh, safety maintained under disturbances or faults expected to occur frequentlyZone 1 (G) / Zone 21 (D)
3G / 3DNormal, safety maintained in normal operationZone 2 (G) / Zone 22 (D)

The G suffix signals gas atmospheres, the D suffix signals dust atmospheres. A product may be certified for one, the other, or both (for example 2G + 2D if it is fit for zones 1 and 21).

A product reaches its ATEX category by integrating one or several normalised protection types from the EN 60079 series. Each is identified by an Ex letter, codified in a specific part of the series, and matched to certain risk levels.

TypeDesignationStandardPrincipleTypical application
Ex dFlameproof enclosureEN 60079-1Enclosure able to withstand an internal explosion and prevent its propagation outsideJunction boxes, motors, luminaires for zone 1
Ex eIncreased safetyEN 60079-7Constructional measures against excessive temperatures, arcs and sparks; no arcs in normal operationTerminals, luminaires, asynchronous motors for zone 1
Ex iIntrinsic safetyEN 60079-11Limitation of available circuit energy below the ignition thresholdInstrumentation, sensors, transmitters (ia, ib, ic)
Ex pPressurised enclosureEN 60079-2Enclosure held under positive pressure with a protective gas, preventing the explosive atmosphere from enteringAutomation cabinets, analysers
Ex nNon-incendive (zone 2)EN 60079-15Lighter constructional measures, reserved for atmospheres unlikely to occurZone 2 equipment, standard industrial gear
Ex mEncapsulationEN 60079-18Components embedded in a sealed resin, physical separation from the atmospherePower electronics, sensors
Ex oOil immersionEN 60079-6Live parts immersed in a protective liquidTransformers, distribution gear
Ex qPowder fillingEN 60079-5Internal volumes filled with sand or powder, preventing the propagation of a sparkSmall electrical components
Ex tEnclosure protection (dust)EN 60079-31Enclosure limiting dust ingress and surface temperatureEquipment for zones 20, 21 or 22

Several protection types come in sub-levels matching the zones. For intrinsic safety (Ex i), three levels coexist.

Sub-levelAdmissible zonePrinciple
iaZone 0 (and below)Safety maintained with two counted independent faults
ibZone 1 (and zone 2)Safety maintained with one counted fault
icZone 2 onlySafety in normal operation, no counted fault

Similar logic applies to Ex d (db, dc), Ex e (eb, ec), Ex p (pxb, pyb, pzc) and Ex t (ta, tb, tc).

An ATEX product carries a normalised marking string. To understand the information it carries, consider a typical example for a sensor intended for a zone 1 gas environment:

CE 0344 [hexagonal Ex logo] II 2 G Ex db IIB T4 Gb

Breakdown:

ElementMeaning
CEStandard CE marking
03444-digit number of the Notified Body acting on the production phase (here DEKRA, as an example)
hexagonal Ex logoATEX-specific marking, indicates conformity to 2014/34/EU
IIEquipment group (II = non-mining industry)
2Category (2 = zone 1)
GAtmosphere type (G = gas, D = dust)
Ex dbProtection type (here flameproof, sub-level for zone 1)
IIBGas sub-group (chemical category of gases covered)
T4Maximum surface temperature class
GbEquipment Protection Level

The temperature classes (T1 to T6) cap the equipment's maximum surface temperature, compared against the auto-ignition temperature of the gases present. The higher the class number (T6 being the most demanding), the greater the safety margin. Precise values are listed in EN 60079-0.

The gas sub-groups (IIA, IIB, IIC) qualify how easily the gases ignite. IIC covers the most demanding gases (hydrogen, acetylene); IIA covers the easier ones (methane, propane). Equipment certified IIC is fit for IIA and IIB atmospheres; the reverse is not true.

Directive 2014/34/EU pulls module combinations from Decision 768/2008/EC, the choice depending on group and category. The general logic: the more demanding the category, the heavier the Notified Body involvement.

CategoryTypical modulesNotified Body mandatory
Group I M1 / Group II 1G or 1DModule B (EU-type examination) + module D (production QA) or F (product verification)Yes, on both phases
Group I M2 / Group II 2G or 2DModule B + module C1, D, E or F; or module H (full QA)Yes
Group II 3G or 3DModule A (internal production control), with the technical file lodged with a Notified Body for safekeepingNo, with exceptions

Module B (EU-type examination) is the examination, by a Notified Body, of a representative sample and the technical file, ending in the issue of an EU-type examination certificate. This certificate is the reference document the production modules then build on.

Module D covers the audit of the production quality system (similar to ISO 9001, but with an ATEX focus). It results in a quality approval notification by the Notified Body.

To identify a Notified Body for ATEX, the European Commission's NANDO database lists NBs by directive and notification scope. See also self-declaration vs Notified Body for the general mechanics of the modules.

The IECEx scheme, the international counterpart

Section titled “The IECEx scheme, the international counterpart”

The IECEx scheme is an international scheme operated by the IEC (International Electrotechnical Commission). It uses the same technical baseline as ATEX (the IEC 60079 series, of which the EN 60079 series is the European transposition) but operates outside the EU directive framework.

Three operational schemes coexist within IECEx:

SchemeSubjectFor manufacturers?
IECEx Certified Equipment SchemeCertification of Ex equipmentYes
IECEx Service Facility SchemeCertification of repair and overhaul workshops for Ex equipmentYes (if operating a workshop)
IECEx Certified Personnel Competence Scheme (CoPC)Certification of individual competencies (designers, installers, inspectors)Yes (for in-house training)

For equipment, two key documents are issued by an IECEx Certification Body (ExCB):

  • the IECEx Test Report (ExTR), the test report from a recognised laboratory (ExTL, ExTesting Laboratory);
  • the IECEx Certificate of Conformity (CoC), the final attestation published in the public IECEx database.

For serial equipment, the CoC is conditional on a Quality Assurance Notification (QAN), an attestation issued after audit of the production quality system against IECEx OD 005. The QAN plays the role that an ATEX module D or E plays on the European side.

Most manufacturers pursue both certifications in parallel:

  • the technical baseline is identical (EN 60079 = IEC 60079, save for rare national differences);
  • ExTR test reports can be reused in support of an ATEX certificate, with adjustments for directive-specific requirements;
  • many ATEX Notified Bodies are also IECEx-accredited ExCBs / ExTLs, which simplifies dossier management;
  • the IECEx CoC opens recognition in a range of countries (Australia, India, Singapore, several Gulf states) where ATEX alone is not enough.

The marginal cost of the second regime is limited when the technical file is built once and used twice. See certification costs for orders of magnitude.

How CE marking and Ex marking fit together

Section titled “How CE marking and Ex marking fit together”

A frequent point of confusion. Directive 2014/34/EU is one of the directives feeding into the CE marking, alongside the EMC directive, the LVD, the RED, and others. An ATEX product therefore carries:

  1. The CE marking (CE logo), affixed once for all applicable directives. The product may also be subject to EMC (2014/30/EU), LVD (2014/35/EU) and other texts;
  2. The 4-digit number of the Notified Body acting on the production phase (modules D, E, F, H), placed next to the CE;
  3. The Ex marking itself, carrying the technical information (group, category, protection type, gas, temperature).

The product's EU Declaration of Conformity (DoC) lists every directive applied with its harmonised standards. On the structure of the technical file more generally, see the technical file and the CE procedure.

Without committing to a precise schedule (each NB applies its own), typical orders of magnitude for a complete ATEX + IECEx certification are as follows.

PhaseTypical duration
Manufacturer's technical file build-up4 to 12 weeks
Laboratory tests (depending on number of protection types)6 to 16 weeks
EU-type examination by the NB / IECEx ExTR4 to 10 weeks after receipt of the test dossier
Production QA audit (ATEX module D / IECEx QAN)8 to 16 weeks (on-site audit + action plan)
Realistic total, first Ex product of a range9 to 15 months

See certification timeline for the breakdown of phases on other product types.

PitfallConsequence
Confusing 2014/34/EU (equipment) with 1999/92/EC (employer)Wrong product framing from day one
Choosing a protection type that does not match the target zoneCategory obtained falls short, commercial retreat on a segment
Underestimating the temperature class required by the target marketRejection on sites where present gases have a low auto-ignition temperature
Modifying a certified sub-assembly without re-running the type examinationEx marking invalidated, exposure to a recall
Failing to secure a QAN before serial IECEx productionNo CoC can be issued, international market blocked
Mixing EN 60079 series versions without revising the dossierPresumption of conformity invalid, dossier weak under market surveillance
Ignoring market-specific standards (INMETRO Brazil, EAC Russia, and others)Import rejection outside the EU even with ATEX + IECEx

Sources & references

  1. Directive 2014/34/EU (ATEX, equipment) , EUR-Lex eur-lex.europa.eu/eli/dir/2014/34/oj
  2. European Commission page, equipment for potentially explosive atmospheres (ATEX) , European Commission single-market-economy.ec.europa.eu/sectors/mechanical-engineering/equipment-explosive-atmospheres-atex_en
  3. IECEx, the international scheme , IEC www.iecex.com/
  4. IECEx Operational Documents (OD) , IEC www.iecex.com/documents/
  5. CENELEC, harmonised standards in the EN 60079 series , CENELEC www.cenelec.eu/
  6. Decision 768/2008/EC, conformity assessment modules , EUR-Lex eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32008D0768