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to: from: nema communications department date: december 8, 2003 subject: reaffirmation of ics 3.1-1997 current holders of ics 3.1- 1997 setting standards for excellence the nema codes and standards committee has reaffirmed ics 3.1-1997, handling, storage, and installation guide for ac general-purpose medium voltage contactors and class e controllers, 50 and 60 hertz. the new designator for this standard is ics 3.1- 1997 (r2003), handling, storage, and installation guide for ac general-purpose medium voltage contactors and class e controllers, 50 and 60 hertz. please insert the attached revised title page into your standard. copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- nema standards publication ics 3.1 -1997 (r2003) handling, storage, and installation guide for ac general-purpose medium voltage contractors and class e controllers, 50 and 60 hertz published by: national electrical manufacturers association 1300 north 17th street, suite 1847 rosslyn, va 22209 o copyright 2003 by the national electrical manufacturers association. all rights including translation into other languages, reserved under the universal copyright convention, the berne copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- convention for the protection of literary and artistic works, and the international and pan american copyright conventions. notice and disclaimer the information in this publication was considered technically sound by the consensus of persons engaged in the development and approval of the document at the time it was developed. consensus does not necessarily mean that there is unanimous agreement among every person participating in the development of this document. the national electrical manufacturers association (nema) standards and guideline publications, of which the document contained herein is one, are developed through a voluntary consensus standards development process. this process brings together volunteers and/or seeks out the views of persons who have an interest in the topic covered by this publication. while nema administers the process and establishes rules to promote fairness in the development of consensus, it does not write the document and it does not independently test, evaluate, or verify the accuracy or completeness of any information or the soundness of any judgments contained in its standards and guideline publications. nema disclaims liability for any personal injury, property, or other damages of any nature whatsoever, whether special, indirect, consequential, or compensatory, directly or indirectly resulting from the publication, use of, application, or reliance on this document. nema disclaims and makes no guaranty or warranty, express or implied, as to the accuracy or completeness of any information published herein, and disclaims and makes no warranty that the information in this document will fulfill any of your particular purposes or needs. nema does not undertake to guarantee the performance of any individual manufacturer or sellers products or services by virtue of this standard or guide. in publishing and making this document available, nema is not undertaking to render professional or other services for or on behalf of any person or entity, nor is nema undertaking to perform any duty owed by any person or entity to someone else. anyone using this document should rely on his or her own independent judgment or, as appropriate, seek the advice of a competent professional in determining the exercise of reasonable care in any given circumstances. information and other standards on the topic covered by this publication may be available from other sources, which the user may wish to consult for additional views or information not covered by this publication. nema has no power, nor does it undertake to police or enforce compliance with the contents of this document. nema does not certify, test, or inspect products, designs, or installations for safety or health purposes. any certification or other statement of compliance with any health or safety-related information in this document shall not be attributable to nema and is solely the responsibility of the certifier or maker of the statement. copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- stdmnema ics 3.3-engl 1998 6470247 0536428 6bt = ics 3.1 handling, storage, and installation guide ac general-purpose medium voltage contactors and class e controllers, 50 and 60 hertz for copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- nema standards publication ics 3.1-1997 handling, storage, and installation guide for ac general-purpose medium voltage contactors and class e controllers, 50 and 60 hertz . published by national electrical manufacturers association 1300 north 17th street, suite 1847 rosslyn, virginia 22209 o copyright 1998 by the national electrical manufacturers association. all rights including translation into other languages, reserved under the universal copyright convention, the berne convention for the protection o f literary and artistic works, and the international and pan american copyright conventions. copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- std-nema ics 3.1-engl 1998 m b470247 0518430 4e i section 1 1.1 1.2 1 . 3 1.4 1 . 5 section 2 2 . 1 2.2 2.3 section 3 3 . 1 3.2 3.3 section 4 4 . 1 4.2 4.3 4.4 4.5 section 5 5 . 1 5.2 5.3 5.4 section 6 6.1 6.2 6.3 6.4 section 7 7 . 1 7.2 7.3 7.4 7 . 5 ics 3.1-1997 page i table of contents . foreword . iii general information . 1 scope . 1 precautions 1 recommended procedure . 1 references 1 qualified person 1 handling 3 general 3 unpacking/packing 3 moving . 3 storage : 5 controllers for indoor installation . 5 controllers for outdoor installation 5 routine inspection . 5 installation 7 general 7 site preparation . 7 physical clearance considerations . 7 normal service conditions 7 unusual service conditions . 7 conductors . 9 physical considerations 9 electrical considerations . 9 bus interconnection links . 9 cleanup during installation 9 grounding 11 general 11 controller used as service entrance equipment for a grounded system or as a main section for a separately derived system . 11 controller used as service entrance equipment for an ungrounded controller not used as service entrance equipment nor as a main inspection prior to initial energization 13 remove shorting bars . 13 bus mounting integrity . 13 connections . 13 possible damage . 13 system or as a main section for a separately derived system 11 section for a separately derived system-for a grounded or ungrounded system 12 remove temporary shipping blocking . 13 copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- ics 3.1-1997 page ii 7.6 operating mechanisms . 14 7.7 ground-fault protection system . 14 7.8 adjustable current and voltage trip mechanisms 14 7.9 overload relays 14 7.1 o removable permanent parts and barriers . 14 7.1 1 cleaning 14 7.12 electrical insulation test . 14 7.1 3 enclosure 14 initial energization of equipment . 15 8.1 general . 15 8.2 danger 15 8.3 contactors and switches 15 8.4 loads 15 8.5 energization sequence . 15 8.6 maintenance and use . 17 9.1 records . 17 9.2 spare parts . 17 section 8 individual loads after disconnect device closure 15 section 9 copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- ics 3.1-1997 page iii foreword this publication is a guide containing practical information to the handling, storage, and installation of ac general-purpose medium voltage contactors and class e controllers. it was prepared by the medium voltage controllers technical subcommittee of the nema industrial automation control products and systems section. it was approved in accordance with the bylaws of nema. this guide was developed in response to the many questions from the user public and has been developed from the experience of the member companies working with their customers and users. it provides information that will be useful to architects, electrical engineers, electrical contractors, maintenance engineers, and others who are responsible for the installation of this equipment. it is not intended to replace the manufacturers instructions and does not purport to cover all possible circumstances arising from the handling, storage, and installation of this equipment. any problems or questions should be discussed with the manufacturer. nema publications are subject to periodic review. any comments or proposed revisions to this guide should be submitted to: vice president, engineering department national electrical manufacturers association 1300 north 17th street, suite 1847 rosslyn, virginia 22209 this standards publication was developed by the industrial automation control products and systems section. section approval of the standard does not necessarily imply that all section members voted for its approval or participated in its development. at the time it was approved, the group/section was composed of the following members: abb control, 1nc.wichita falls, tx ailen-bradley co./rockwell automation-milwaukee, w i amp inc.-harrisburg, pa automatic switch company-florham park, nj baldor electric company-woodinville, wa balluff, inc.-florence, ky bussmann division-cooper industries-ellisville, mo ceg elec automation, i nc.-pittsbu rg h, pa control concepts corporation-beaver, pa cutler-hammedeaton corporation-milwau kee, w i cyberex, llc-mentor, oh dahaner controls-gurnee, il echelon-palo alto, ca electro switch corporation-weymouth, ma elliott control company-hollister, ca emerson electric company-grand island, ny entrelec, inc.-irving, tx fisher rosemount systems, inc.-marshalltown, ia firetrol, inc.-cary, nc 0.2. gedney, unit of general signal corporation-tulsa, ok ge-plainville, ct getys corporation-racine, w i hariand simon control systems, inc.-baldwinsville, ny harnischfeger corporation-milwaukee, w i honeywell iac-ft. washington, pa hubbell incorporated-madison, oh copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- - std=nema ics 3.l-engl 1998 b470247 0535433 327 1 ics 3.1 -1 997 page iv joslyn clark controis, inc.-lancaster, sc killark electric mfg. company-st. louis, mo klockner-moelier corporation-franklin, ma lexington switch trained in the proper care and use of protective equipment, such as rubber gloves, hard hat, safety glasses or face shields, flash clothing, etc. in accordance with established practices; trained in rendering first aid; knowledgeable in the applicable electrical installation code requirements. for instance, in the united states, this includes nfpa 70 (nec). a. b. c. d. copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- ics 3 . 1 -1 997 page 3 section 2 handling 2.1 general controller should be handled with care, to avoid damage to components and to the frame or its finish. the manufacturers handling instructions for the specific equipment should be followed. the the following guidelines are provided to help during handling: 2.1 .1 upright position the controller should be kept in an upright position unless otherwise specifically permitted by the manufacturer. if it is received in the horizontal position, the carrier should be notified of possible damage, and the controller should be restored to the vertical position as soon as practical. 2.1.2 handling equipment capability medium voltage controllers can be extremely heavy. moving equipment used in the handling of controllers should be capable of handling the weight of the controller. this capability should be confirmed prior to starting any handling operations with the controller. 2.2 unp ackingipacking 2.2.1 initial inspection and to determine that the shipment is complete and correct. 2.2.2 storage before installation if the controller is to be stored for any length of time, prior to installation, the packing should be restored for protection during that period. where conditions permit, the packing should be left intact until the controller is at the final installation position. if the packing is removed, the top and openings of the equipment should be covered during the construction period to protect it against dust and debris. see the storage section below for additional storage guidelines. 2.2.3 shipping skids minimize tipping during handling. when the controller is received, it should be unpacked sufficiently to inspect for concealed damage the controller should remain secured to the shipping skid to prevent distortion of the frame and to 2 . 3 moving dropping or unintentional rolling or tipping. 2.3.1 rod and pipe rollers level floor. the load should be steadied to prevent tipping. 2.3.2 forklift a forklift truck may offer a more convenient method of handling the controller. a safety strap should be used when handling a controller with a forklift. the forks should be inserted under the shipping skid. the metal transom of the controller enclosure may not be capable of supporting the concentrated load on the forks. the ends of the forks should not enter the bottom of an open-bottom enclosure. extreme care should be exercised during any movement and placement operations to prevent rod or pipe rollers, with the aid of pinch bars, provide a simple method of moving the controller on a previous page is blank copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- std-nema ics 3.l-engl l998 b470247 05lb43b 93b ics 3.1 -1 997 page 4 2 . 3 . 3 overhead hoisting where it is necessary to move the controller between elevations, overhead hoisting may be required. lifting plates and eye-bolts (figure 1) or channels, angles or bars with lifi holes (figure 2) may be provided as a permanent or removable part of the controller. the following guidelines apply: spreaders (figure 1) should be used to provide the vertical lift on eye-bolts required to avoid eye-bolt failure. the rigging lengths should be selected or adjusted to compensate for any unequal distribution of load, and to maintain the controller in an upright position. some controller interiors may contain heavy equipment, such as transformers mounted within, that could make the center of gravity be considerably off mechanical center. the angle between the lifting cables and vertical should not be allowed to exceed 45 degrees. ropes or cables should not pass through the lift holes in bars, angles, or channels. slings with safety hooks or shackles, o f adequate load rating, should be used. a. b. c. d. the height of the lift point above the spreader should be at least 1/2 of *k (the distance between eye bolts). this angle o f 45 degrees as shown the height of the lift point above the spreader should be at least 1/2 of “a“ (the distance between the eye bolts). this angle of 45 degrees as shown. lift point 2 figure 1 lifting with eye-bolts or litting plates dont pass ropes or cables through lift holes; use hooks or shackles. 1 figure 2 lifting with integral lift angle copyright national electrical manufacturers association provided by ihs under license with nemalicensee=nasa technical standards 1/9972545001 not for resale, 04/19/2007 09:21:56 mdtno reproduction or networking permitted without license from ihs -,-,- std-nema ics 3-l-engl 1998 m 61170247 0518437 872 ics 3.1-1997 page 5 section 3 storage 3.1 controllers for indoor installation stored in a clean dry space where a uniform temperature prevents condensation. 3.1.1 indoor storage preferably, a controller intended for indoor installation should be stored in a heated building with adequate air circulation and protection from dirt and water. the controller should be stored where it is not subject to m

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