Installation, operation and maintenance manual (IOM manual)

Main Data Information for the complete equipment showing all data necessary for the understanding of the equipment's mode of operation shall be given. Information regarding health, environment and safety shall be emphasized. Other data may be:

• Restrictions in guarantee
• Performance data
• Restrictions in use
• Main connections and requirements on connected systems
• Weight and outline dimensions Technical description Design and function shall be described to facilitate a better understanding of the different parts of the operating and maintenance instructions. If the complete equipment package consists of several systems, the main system should be described first, followed by descriptions of each subsystem and their interconnections.

Preparations All preparations to be made from the moment the installation is completed until the equipment is ready for normal operation shall be described. The description shall include tests, adjustments, calibrations and necessary inspections. The sequence of the activities shall be stated as well as all tools, auxiliary equipment, consumables and spare parts that may be needed. If necessary, references to detailed technical information (e.g. performance and operational data) in other parts of the manual shall be made.

Operating instructions Start, normal operation, stop and emergency stop The information shall be given in a logical sequence and shall include all operations and observations which the operator shall undertake. These may be:

• Check list for prestart preparations
• Prestart settings and precautions
• The starting sequence shall include all modes of operation (manual, automatic, remote control, etc.)
• Observations which shall be made during the starting sequence
• Precautions concerning interruption of the starting sequence
• Operations and observations during normal operation
• Normal stop
• Emergency stop
• Start after emergency stop

Disturbance of operation Description of the various forms of disturbance of operation that may occur, how they can be identified and the consequences they may have for the operation, shall be given.

Corrective measures A description shall be available of the necessary actions after a disturbance has occurred. For actions which cannot be taken by the operator, it may be necessary to refer to the maintenance instructions. The manual shall state all requirements for reports to the supplier in the form of registrations and observations.

Hazards and protective measures A description shall be given of all known hazards that may occur during operation. This also applies to hazards which are due to lack of observation of the supplier's procedures as well as to external causes, e. g. lack of cooling water, loss of electrical power, etc. The manual shall give detailed information about protective measures, how to reduce the consequences to a minimum and what procedures to follow in the event of an accident. Product data sheets for chemical substances shall be attached.

Qualification requirements and training program for operators The supplier shall state the qualifications required of the operator and the training programs that can be offered.

Maintenance General Maintenance includes all inspections, measurements, adjustments and operations carried out directly on the equipment in order to ensure safe, reliable and economical operation. Maintenance documentation shall cover the maintenance which can normally be done by the user and the maintenance which is not expected to be done by the user. If the maintenance documentation shall be the basis of a maintenance system for the complete plant where the equipment is a part, then the customer shall state all necessary information and specify all special requests in the inquiry and order documentation.

Structure and contents of operating instructions Instructions should contain a minimum of elements and shall be constructed as follows:

• Introduction, scope and possible limitations of the instruction
• Necessary safety precautions before and during maintenance
• Detailed description of the procedure to be followed with references to relevant supplementary documentation
• Necessary data and arrangement for lifting
• List of necessary tools and equipment
• Recommended spare parts and consumables
• Control and measurement points with limits during maintenance and after completion prior to restart
• Requirements for special skills and minimum crew for the maintenance
• Registrations which should be part of a specially defined maintenance log Maintenance instructions These shall be divided into the following separate instructions:

Routine inspection This part of the maintenance consists of the regular inspections carried out by the operation and/or maintenance personnel. The inspections consist of what can be measured, seen, heard or felt without interference in the equipment both during an operation and while at standstill. The supplier shall give instructions concerning inspection points based on his own experience and the selected monitoring system.

Periodic maintenance It shall cover all planned and expected maintenance based on operation time, calendar time or certain operational observations. This type of maintenance may e.g. include:

• Cleaning
• Lubrication schedule
• Adjustments
• Calibrations
• Replacement of wear parts
• Replenishments

Corrections and minor repairs The most comprehensive maintenance possible on site shall be described under this clause, e.g.:

• Replacement of broken parts
• Repairs which can be done on site or in a normally equipped maintenance shop
• Dismantling parts of or the whole equipment for shipment to a special repair or overhaul shop Major repairs and modifications It is not normally required that this shall be covered by the instructions at the user's disposal. However the supplier shall keep and upon request provide instructions concerning overhaul and repairs at special shops. If agreed, the supplier shall also keep all documentation for modification or rebuilding of the equipment.

Fault finding and correction of irregularities For heavy machinery, complicated equipment or if the equipment is considered critical for the total operation of the plant, the supplier shall include a fault finding diagram in his documentation. The diagram shall list possible faults and irregularities, and refer to possible causes. The diagram shall cover faults which may be discovered during operation and maintenance. Furthermore it shall be described how the fault is to be corrected, if necessary by referring to other maintenance instructions. The supplier should prepare a registration form where the results of measurements and observations can be noted systematically in order to give the supplier a better basis for diagnosis when the user requests supplier's assistance.

Storing, preservation and maintenance of preservation This clause shall describe storing of equipment removed from use. The description of the preparations for storage shall include preservation and other protection against external influences. The description of maintenance during storage shall include preventive and corrective measures to ensure that the functionality of the equipment is taken care of. The clause shall also describe how the equipment is prepared for operation after storage. The supplier shall also state how spare parts are to be stored and preserved.

(reprint from NS5820, annex A2 - A6, with permission)

Local language: YES for lifting appliances

Main Data Information for the complete equipment showing all data necessary for the understanding of the equipment's mode of operation shall be given. Information regarding health, environment and safety shall be emphasized. Other data may be:

• Restrictions in guarantee
• Performance data
• Restrictions in use
• Main connections and requirements on connected systems
• Weight and outline dimensions Technical description Design and function shall be described to facilitate a better understanding of the different parts of the operating and maintenance instructions. If the complete equipment package consists of several systems, the main system should be described first, followed by descriptions of each subsystem and their interconnections.

Preparations All preparations to be made from the moment the installation is completed until the equipment is ready for normal operation shall be described. The description shall include tests, adjustments, calibrations and necessary inspections. The sequence of the activities shall be stated as well as all tools, auxiliary equipment, consumables and spare parts that may be needed. If necessary, references to detailed technical information (e.g. performance and operational data) in other parts of the manual shall be made.

Operating instructions Start, normal operation, stop and emergency stop The information shall be given in a logical sequence and shall include all operations and observations which the operator shall undertake. These may be:

• Check list for prestart preparations
• Prestart settings and precautions
• The starting sequence shall include all modes of operation (manual, automatic, remote control, etc.)
• Observations which shall be made during the starting sequence
• Precautions concerning interruption of the starting sequence
• Operations and observations during normal operation
• Normal stop
• Emergency stop
• Start after emergency stop

Disturbance of operation Description of the various forms of disturbance of operation that may occur, how they can be identified and the consequences they may have for the operation, shall be given.

Corrective measures A description shall be available of the necessary actions after a disturbance has occurred. For actions which cannot be taken by the operator, it may be necessary to refer to the maintenance instructions. The manual shall state all requirements for reports to the supplier in the form of registrations and observations.

Hazards and protective measures A description shall be given of all known hazards that may occur during operation. This also applies to hazards which are due to lack of observation of the supplier's procedures as well as to external causes, e. g. lack of cooling water, loss of electrical power, etc. The manual shall give detailed information about protective measures, how to reduce the consequences to a minimum and what procedures to follow in the event of an accident. Product data sheets for chemical substances shall be attached.

Qualification requirements and training program for operators The supplier shall state the qualifications required of the operator and the training programs that can be offered.

Maintenance General Maintenance includes all inspections, measurements, adjustments and operations carried out directly on the equipment in order to ensure safe, reliable and economical operation. Maintenance documentation shall cover the maintenance which can normally be done by the user and the maintenance which is not expected to be done by the user. If the maintenance documentation shall be the basis of a maintenance system for the complete plant where the equipment is a part, then the customer shall state all necessary information and specify all special requests in the inquiry and order documentation.

Structure and contents of operating instructions Instructions should contain a minimum of elements and shall be constructed as follows:

• Introduction, scope and possible limitations of the instruction
• Necessary safety precautions before and during maintenance
• Detailed description of the procedure to be followed with references to relevant supplementary documentation
• Necessary data and arrangement for lifting
• List of necessary tools and equipment
• Recommended spare parts and consumables
• Control and measurement points with limits during maintenance and after completion prior to restart
• Requirements for special skills and minimum crew for the maintenance
• Registrations which should be part of a specially defined maintenance log Maintenance instructions These shall be divided into the following separate instructions:

Routine inspection This part of the maintenance consists of the regular inspections carried out by the operation and/or maintenance personnel. The inspections consist of what can be measured, seen, heard or felt without interference in the equipment both during an operation and while at standstill. The supplier shall give instructions concerning inspection points based on his own experience and the selected monitoring system.

Periodic maintenance It shall cover all planned and expected maintenance based on operation time, calendar time or certain operational observations. This type of maintenance may e.g. include:

• Cleaning
• Lubrication schedule
• Adjustments
• Calibrations
• Replacement of wear parts
• Replenishments

Corrections and minor repairs The most comprehensive maintenance possible on site shall be described under this clause, e.g.:

• Replacement of broken parts
• Repairs which can be done on site or in a normally equipped maintenance shop
• Dismantling parts of or the whole equipment for shipment to a special repair or overhaul shop Major repairs and modifications It is not normally required that this shall be covered by the instructions at the user's disposal. However the supplier shall keep and upon request provide instructions concerning overhaul and repairs at special shops. If agreed, the supplier shall also keep all documentation for modification or rebuilding of the equipment.

Fault finding and correction of irregularities For heavy machinery, complicated equipment or if the equipment is considered critical for the total operation of the plant, the supplier shall include a fault finding diagram in his documentation. The diagram shall list possible faults and irregularities, and refer to possible causes. The diagram shall cover faults which may be discovered during operation and maintenance. Furthermore it shall be described how the fault is to be corrected, if necessary by referring to other maintenance instructions. The supplier should prepare a registration form where the results of measurements and observations can be noted systematically in order to give the supplier a better basis for diagnosis when the user requests supplier's assistance.

Storing, preservation and maintenance of preservation This clause shall describe storing of equipment removed from use. The description of the preparations for storage shall include preservation and other protection against external influences. The description of maintenance during storage shall include preventive and corrective measures to ensure that the functionality of the equipment is taken care of. The clause shall also describe how the equipment is prepared for operation after storage. The supplier shall also state how spare parts are to be stored and preserved.

(reprint from NS5820, annex A2 - A6, with permission)

Local language: YES for lifting appliances