OSG Calculation
OSG Calculation
OSG Calculation
The most important safety mechanism group of elevators are safety gear and regulator system. This
safety system is the most important difference between elevators and lifting cranes. An elevator
that the relevant system is not installed properly into cannot be considered as an elevator but just a
lifting crane. For this system to run together safely depends on the proper use and connection of
regulator rope which connects those each other. Regulator ropes are defined in EN 81-20 Standard
Article 5.6.2.2.1.3 in particular. Properties and strength values of the rope are stated in the first two
paragraphs.
“ EN 81-20, 5.6.2.2.1.3 Overspeed governor ropes
The rope of an overspeed governor shall satisfy the following conditions:
a) the overspeed governor shall be driven by a wire rope as specified in EN 12385-5.
b) the minimum breaking load of the rope shall be related by a safety factor of at least 8 to the
tensile force produced in the rope of the overspeed governor when tripped taking into account a
friction factor μmax equal to 0,2 for traction type overspeed governor.
c) the ratio between the pitch diameter of the pulleys for the overspeed governor rope and the
nominal rope diameter shall be at least 30. ……
e) during the engagement of the safety gear, the overspeed governor rope and its terminations shall
remain intact, even in the case of a braking distance greater than normal. ……..”
According to the Article, the first condition is that the regulator ropes are subject to EN 12385-5
standard. When we examine this standard, we see that suspension ropes defined in Chart 6 and
Chart 7 for the regulators. A calculation for common elevator systems will be made here. In
elevators that are high-speed or have long running distance, regulator rope fluctuation appear as a
different problem. For these kinds of elevators, more different tensioning weight and rope
diameters should be used. As long as there is not a such full-featured elevator, we should accept
that we would mostly choose the regulator ropes among the ones that are 10 mm.
Min. Breaking Min. Breaking
Rope Nominal Approximate Bulk
Strength N Strength N
Diameter mm kg/m (1570 strength calss) (1770 strength calss)
Chart 6, 6*19 Fiber cored ropes
6 0,129 18700 21000
6,5 0,152 21900 24700
8 0,23 33200 37400
9 0,291 42000 47300
10 0,359 51800 58400
Chart 8, 8*19 Steel
Chart 7, 8*19 Fiber cored ropes
cored ropes 1770
8 0,218 29400 40300
9 0,275 37300 51000
10 0,34 46000 63000
For these ropes, unit rope weight and the minimum breaking values for 1570 N/mm2 strength class
-which compose the relevant parts of Chart 6 and Chart 7- are given in the table below. The
standard should be examined regarding the minimum breaking strength of ropes with strength
class 1180/1770, 1370/1770, 1770 N/mm2. This table is provided for information purposes to
explain the general calculation.
For the first condition mentioned in the article, the ropes to be used should have the above
mentioned properties. Every steel rope is not in conformity with the terms of EN 12385-5 standard
thus, it is necessary to request certificate of conformity to the relevant standard from the supplier.
Another term related to the same situation states that the diameter of regulator pulleys (bottom
tension pulley and upper locking pulley) should be at least 30 times bigger than the rope diameter.
Besides, connections of the ropes should be in conformity with the standards. These terms should
be primarily ensured.
For the second term stated in Paragraph (b), it is needed to calculate rope safety factor with the
value of μ=0.2. As it is known, the friction value of μ=0.2 is the blocked status term (EN 81/50 M
5.11.2.3.2). In this case, it is required to calculate the forces occurred on the regulator and the
friction coefficient. Forces occurring on a friction driven system are calculated with friction
coefficient.
T1 = (ef *T2)
For T1 = (ef *T2) calculation, T1 is the hanging force on the rope
pulling the brake mechanism arm occurring as a result of the
distortion of T2 force with the ef friction coefficient (developing
upon the friction in regulator groove). T2 is the force that is
formed as a result of the rope weight and tractive power which is
created by the regulator tensioning weight on rope arm. T1 force
-that will occur when the regulator is locked- is desired to be less
than the 8 times of the rope’s smallest breaking strength. That
means: It should be
HK/T1>8 (HK Rope min. breaking strength)
We can accept that the rope used is appropriate. One of the reasons that the regulator ropes
stretch too much is that the ropes used are not in conformity with the standard of EN 12385-5 as
they are softer ones. There will certainly occur a stretch in all ropes but attention must be paid to
two points.
1. In elevators that string-loaded tensioning is used, stretch occurs due to the suspension of
tensioning system rope with a force of 300 N even though the stretching contact reaches until
the cutting point when the rope stretches. If you do not control this value before installing the
tensioning, you can get injured seriously. Stretching rope takes the tensile force and they stay
in such a balanced situation that you may think the rope is tense but it is not that tense to
engage the brake, Regulator of the elevator turns into a cancelled situation.
2. It will not be possible to rope safety coefficient if soft rope is chosen in terms of financial
reasons. Thus, the rope may break off during a braking moment. This may cause the most
unsafe situation for the elevator.
Mechanical brake and regulator kit are the most important ones among the primary safety
mechanisms in elevator. Operation of all system depends on the intermediate regulator rope. Cost
calculation for this group should be kept in the background and safety should be in the forefront.
There are lots of materials to decrease the costs in elevator but for safety components, this should
be kept in the background a little bit more. Attention should be paid while choosing brake,
regulator, tensioning set and regulator rope. What distinguish elevator from lifting crane are these
safety components. As elevator operators respecting our job, we should be sensitive to this subject.
However, these articles have changed in the new standard that replaced it and we still use which is
EN 81-20 standard. The first term is that instead of steel rope, the rope which is in conformity with
EN 12385-5 standard was put into use and 6 mm restriction was removed.
In the relevant rope standard, regulator ropes can be chosen as suspension ropes among the Chart
6 “6*19 ropes” and Chart 7 “8*19 ropes” as the well as thicker ropes in Chart 9 and Chart 10.
Attention must be paid to choose suspension ropes from among Chart 6 and Chart 8. The thinnest
rope to be used is given as 6 mm in these charts. For regulators, 6 mm rope restriction was
removed from the standard but it is given based on to the other standard. There is not a rope
description thinner than 6 mm in EN 12385-5 standard.
The same elevator can create different conditions as in the situation of suspension ropes. EN 81-20
standard states that suspension ropes to be used based on the EN 12385-5 standard cannot be
thinner than 8 mm. Nevertheless, ropes with different properties are certificated as elevator ropes
(not as steel rope) after tested by Notified Bodies and obtaining the approval of “can be used as
elevator suspension rope” and the ropes thinner than 8 mm which are 6.5 mm can be used as
elevator suspension ropes. Ropes thinner than 6 mm which are tested by the Notified Bodies and
obtained the approval of “can be used as elevator suspension rope” and “certificated as elevator
suspension rope” can also be used as regulator ropes in the same way. However, they have to
ensure the relevant strength restriction of the Article above.
The study related to this calculation was made in the first section of the paper. Purpose of this
paper is not for the use of ropes thinner than 6 mm, but for the use of thicker ropes according to
the calculation. A rope thinner than 6 mm ensuring the general terms of Article 5.6.2.2.1.3 and
sufficient strength value and having the certificate of “elevator rope” obtained from a Notified Body
can be used in this situation, but cost of this rope will be higher than the normal 6 mm rope. A
thinner steel rope with normal restriction and without an elevator certificate cannot be used.
Another question that is asked is that “why the whole rope weight is taken in the calculation of
regulator stretching”. In the calculation of the weight that has effect on the rope’s itself, it requires
to take its half since the load is distributed equally but many tensioning weight pulls with a strength
more than 600 N. The whole weight of the rope was taken to form the worst condition and
facilitate the calculation. Moreover, the shakings during the movement are thusly taken into
account as well. Though, it is required to avoid from solutions very close to the 8 safety coefficient.
This part is not one of the parts that should be included in a fine cost calculation.
We should firstly understand the operating principle of an elevator. One of the primary properties
that distinguish an elevator from a lifting crane is the ensuring of the car’s impact safety through a
mechanic braking system (safety gear) connected to the car. As long as mechanic braking system is
not active, the car is not moved in any way. (Elevator Directive Appendix 1). This rule also applies
for during the installation. Elevator companies should write this term into the installation
instructions and control it. Car frame should not be moved before the regulator and brake is
activated. Many incidents are caused by the operations performed before ensuring this condition.
Operation of mechanic brake depends on the regulator but if the regulator is active, it can control
the linkage. Operation of the whole system depends on if the regulator tension pulley keeps the
regulator rope tense. If the rope is tense and hangs with a sufficient weight, only then the regulator
can operate and activate the safety gear device. Thus, regulator tensioning system is the main
component among the most important ones.
Control of whether the regulator rope is tense should be executed with a safety contact. This
contact must engage in when the regulator rope breaks off or stretches considerably and suspend
the elevator engine (EN 81-20 M 5.6.2.2.1.6). Since it is a machinery enabling the operation of
safety system, it is a contact that is not short circuited in any case and is in the lead of safety chain.
As it is known that although the regulator upper contact, safety gear contact, final limit switches,
buffer contacts and door contacts for leveling can be short circuited for electrical emergency
retrieval operations, the mentioned contact is not short circuited under any circumstances. Its
safety circuit is stopped when it cannot operate, the elevator stops and is not moved before
adjusting that contact. Because, operation of mechanic brake depends on whether the tensioning
system is active. Short circuit should not be used by no means.
During braking, bouncing as well as stretch in the regulator tensioning weight due to the hitting or
bouncing due to the movement may occur. Following this situation, if the rope is not in a state to
operate, the elevator should not be driven but if the rope turns back to its place again after
bouncing, retrieval can be performed in the elevator through electrical emergency retrieval.
Because the retrieval in synchronized engine systems commonly used today or high-capacity
elevators can only be possible through electrical emergency retrieval. In case a locked contact is
used in regulator weight, an electrical emergency retrieval cannot be made since the safety circuit
chain will be switched off in the first place upon bouncing. Short circuiting this circuit will extremely
be a false application since it is a circuit including the stops. The suggestion that “it is required to
control this circuit before retrieval” is an abstract thought and does not apply for field practices.
Who does climb down 20 storeys before every breakdown reporting, look at the contact and then
climb up again and perform retrieval? This should be reflected upon. If a locked contact has to be
used in tensioning system, then changing the form of safety circuit should be considered in this
case. A separate contact that will control the rope stretching or breaking off and will be placed on
top of the safety circuit chain must be used; this contact must certainly engage in when the rope
stretches or breaks off while the locked contact used in the joint should be displayed on the
diagrams in a way not to prevent electrical emergency retrievals upon bouncing through connecting
in the area where the manual retrieval is short-circuited (to the parachute contact, final limit
switches section). Without making an adjustment like this, locked contact should not be used in
tensioning systems through using a normal system.
While, in fact, the rope’s tractive power that develops on the tension pulley has already lost the
tension that can engage the brake. The service men are happy to be freed from the trouble of
shortening the rope while the elevator has already become far from being safe anymore. Thus, the
brakes are not activate especially upward as well as downward in the situation that rope tension
decreases to much in each brake test for the elevators that uses these systems. When everybody
calls the brake manufacturers and asks the reason of it, the manufacturers loosen the car brake
mechanism’s springs or brake springs. Nobody elaborates on that actually the regulator tensioning
system does not work.
Even if the rope stretches in a weighted tensioning system, the weight changes are around 10%.
However, even a lesser rope stretching removes the tension weight in many spring-loaded system.
In this case, most of the brake and regulator systems of elevators that uses short springs and in
which a spring-loaded tension that lost its capacity to pull during the slightest rope stretching is
used are in a state of shut down. I would like to make a very crucial warning. Brake and regulator
systems of the elevators that uses these kinds of spring-loaded tension system are in a state of shut
down. All of them work as a lifting crane. Unfortunately, the number of elevators that will crash to
the top or bottom of the well with the mechanic brake fail will increase in the next days. The ones
that use this system should constantly perform controls, otherwise they may experience troubles
beyond measure.
Respectfully yours,
Serdar Tavaslıoğlu
Elc. Eng.
DISCLAIMER
This manual is intended as a means for providing help for regulator ropes and tensioning system in
elevators This manual is not intended for replacing the will of the lift technician designing the lift for
their own examinations and assessments and making their own decisions. Serdar Tavaslıoğlu, as the
compiler of this document, declares that I shall not accept any responsibility for measures that are
taken or not taken based on this manual