A machine guard means any enclosure, barrier or device constructed to prevent a person or his clothing coming into contact with dangerous parts of the machine.
1. Point of operation: That area on a machine where material is positioned for processing by the machine and where work is actually being performed on the material.
2. Zero Mechanical State (ZMS): The mechanical state of a machine in which every power source that can produce a machine member movement has been shut/locked off. This means de-energised, de-pressurised and neutralised condition of the machine or equipment which provides maximum protection against unexpected mechanical movement.
3. Power off: The state in which power (electric, pneumatic, hydraulic, atomic etc.) cannot flow to the machine is considered a power-off stage.
4. Power-locked off: The state in which the device that turns power off is locked in the off position with the padlock of every individual who is working on the machine.
5. Guarding: Any means of effectively preventing personnel from coming in contact with the moving parts of machinery or equipment which could cause physical harm to the personnel. In case of a power-press, a cover on point of operation (die and punch) is called ‘guard’ while those on other danger zones are called ‘enclosure’ or ‘safeguard’.
Safety by Guarding is most important as other methods are not always possible. Depending upon the dangerous part, its size, position, speed etc., a guard should be selected. Generally the parts to be guarded fall within three categories :
1. The prime mover.
2. Transmission parts from the prime mover to the machine and the transmission parts in the machine itself. It is desirable to minimise them and enclose completely.
3. Operating parts of a machine, of which the points of dangerous operation need effective guarding.
6. A machine guard means any enclosure, barrier or device constructed to prevent a person or his clothing coming into contact with dangerous parts of the machine. The point of operation is that part of working machine at which cutting, shaping, forming or any other necessary operation is accomplished. A guard for that part is known as the point of operation guard.
7. Enclosures: Guarding by fixed physical barriers that are mounted on or around a machine to prevent access to the moving parts.
8. Fencing: Guarding by means of a locked fence or rail enclosure which restricts access to the machine except by authorised personnel. Enclosures must be a minimum 1 m (42 in) away from the dangerous part of the machine.
9. Safety by Position or Location: It is a guarding as a result of the physical inaccessibility of a particular hazard under normal operating conditions or use. Words “Safe by location” or “Safe by position” are used to denote safety by distance.
The words “safe by position” are used by Section-21 of the Factories Act. It means the situation (out of reach) or position in such a way that normally it is not possible
Definitions : The Factories Act defines as under :
Power means electrical energy or any other form of energy which is mechanically transmitted and is not generated by human or animal agency.
Prime mover means any engine, motor or other appliance which generates or otherwise provides power.
Transmission machinery means any shaft, wheel, drum, pulley, system of pulleys, coupling, clutch, driving belt or other appliance or device by which the motion of a prime mover is transmitted to or received by any machinery or appliance.
Machinery includes prime movers, transmission machinery and all other appliances whereby power is generated, transformed, transmitted or applied. Belt includes any driving strap or rope.
Maintained means maintained in an efficient state, in efficient working order and in good repair.
Fencing of Machinery : Section-21 requires that every moving part of a prime mover, flywheel, headrace and tailrace of water wheel and turbine, lathe, electric generator, motor, rotary converter, transmission machinery and every dangerous part of any other machinery.
shall be securely constructed, positioned or fenced by safeguards of substantial construction and constantly maintained and kept in position while the parts of machinery they are fencing are in motion or in use.
Work on or near machinery in motion: Section-22 requires that any examination, lubrication, adjusting operation, mounting or shifting of belts while the machinery is in motion shall be carried out by a specially trained adult male worker wearing tight fitting clothing supplied by the occupier and his name shall be recorded in the register in Form No. 8. Such worker shall not handle a belt at a moving pulley unless the belt is not more than 15 cm in width, the pulley is a normal drive (no flywheel or balance wheel), the belt joint is laced or flush with belt, the pulley, joint and pulley rim are in good repair, there is reasonable clearance to work, secure foothold / handhold are provided and any ladder being used is secured fixed or held by a second person. At that time other parts in motion shall be securely fenced to prevent their contact. Woman or young person is not allowed to do such work.
Employment of young persons on dangerous machines : On power presses except hydraulic presses, milling machines, guillotine machines, circular saws and platen printing machines no young person shall work unless he has been fully instructed regarding their dangers and precautions to be observed and has received sufficient training to work on that machine and is under adequate supervision by a person who has a thorough knowledge and experience of that machine (Sec. 23 & Rule 57).
Striking gear and devices for cutting off power: Suitable striking gear or other efficient device to move driving belts to and from fast and loose pulleys and to prevent the belt from creeping back on to the fast pulley, shall be used and maintained. Driving belts not in use should not rest or ride upon shafting in motion (for which belt hangers are necessary). Other devices for cutting off power are necessary in every work room. Such devices shall be so locked to prevent accidental starting of the machinery.
Self acting machines : 45 cm or more clear space is necessary from the end of maximum traverse of any self-acting machine or material carried thereon.

A good rule to remember is: Any machine part, function, or process which many cause injury must be safeguarded. When the operation of a machine or accidental contact with it can injure the operator or others in the vicinity, the hazards must be either controlled or eliminated.
Dangerous moving parts in three basic areas require safeguarding:
The point of operation: that point where work is performed on the material, such as cutting, shaping, boring, or forming of stock.
Power transmission apparatus: all components of the mechanical system which transmit energy to the part of the machine performing the work. These components include flywheels, pulleys, belts, connecting rods, couplings, cams, spindles, chains, cranks, and gears.
Other moving parts: all parts of the machines which move while the machine is working. These can include reciprocating, rotating, and transverse moving parts, as well as feed mechanisms and auxiliary parts of the machine.
Mechanical Motions and Actions
A wide variety of mechanical motions and actions may present hazards to the worker.
The basic types of hazardous mechanical motions and actions are:
Motions
- rotating (including in-running nip points)
- reciprocating
- transversing
Actions
- cutting
- punching
- shearing
- bending
Dangerous parts to be guarded according to their motions are generally classified as follows :
Group-1. Rotary Motions : (1) Rotating parts alone viz. shafts, coupling, spindles, projections on moving parts, fly-wheel, saw, gear, knife, cutting tool etc. (2) In-running nips subdivided as (a) Between parts rotating in opposite direction - gears, rolls etc. (b) Between rotating and tangential moving parts - conveyors, belt drives, rack and pinion etc. (c) Between rotating and fixed parts - grinding wheel, paper machine felt or roll, drums, cylinders, worms, spirals etc.
Group-2. Reciprocating Sliding Motions : (1) Reciprocating sliding motions and fixed parts (a) Approach type - danger of crushing viz. slides (rams) on power presses and forging hammers, pistons, cross rod of a steam engine and riveting machines (b) Passing types - danger of shearing, viz. planning machine, shaper, spot welder clamping fixtures, guillotine and the shear, power press etc. (2) Single sliding motion - abrasive or sharp nature of objects such as saws or crocodile clips on belts.
Group-3. Rotating/Sliding Motion : A cam gear having sliding and turning movement etc. falls within this group.
Group-4. Oscillating Motions : Trapping points between two moving parts or between a moving part and a fixed object viz. a pendulum, crankshaft, closing platens etc.
Common nip points on rotating parts
Nip points are also created between rotating and tangentially moving parts. Some examples would be: the point of contact between a power transmission belt and its pulley, a chain and a sprocket, and a rack and pinion.
Nip points between rotating elements and parts with longitudinal motions.
Nip points can occur between rotating and fixed parts which create a shearing, crushing, or abrading action. Examples are: spoked handwheels or flywheels, screw conveyors, or the periphery of an abrasive wheel and an incorrectly adjusted work rest. Nip points between rotating machine components; (A - cover removed for clarity.)
Reciprocating motions may be hazardous because, during the back-and-forth or up-and-down motion, a worker may be struck by or caught between a moving and a stationary part. for an example of a reciprocating motion.
Hazardous reciprocating motion.
Transverse motion (movement in a straight, continuous line) creates a hazard because a worker may be struck or caught in a pinch or shear point by the moving part.
Actions
Cutting action may involve rotating, reciprocating, or transverse motion. The danger of cutting action exists at the point of operation where finger, arm and body injuries can occur and where flying chips or scrap material can strike the head, particularly in the area of the eyes or face. Such hazards are present at the point of operation in cutting wood, metal, or other materials.
Examples of mechanisms involving cutting hazards include bandsaws, circular saws, boring or drilling machines, turning machines (lathes), or milling machines.
Typical punching operation.
Shearing action involves applying power to a slide or knife in order to trim or shear metal or other materials. A hazard occurs at the point of operation where stock is actually inserted, held, and withdrawn.
PRINCIPLES OF MACHINE GUARDING
Prevent contact: The safeguard must prevent hands, arms, and any other part of a worker's body from making contact with dangerous moving parts. A good safeguarding system eliminates the possibility of the operator or another worker placing parts of their bodies near hazardous moving parts. Secure: Workers should not be able to easily remove or tamper with the safeguard, because a safeguard that can easily be made ineffective is no safeguard at all. Guards and safety devices should be made of durable material that will withstand the conditions of normal use. They must be firmly secured to the machine.
Protect from falling objects: The safeguard should ensure that no objects can fall into moving parts. A small tool which is dropped into a cycling machine could easily become a projectile that could strike and injure someone.
Create no new hazards: A safeguard defeats its own purpose if it creates a hazard of its own such as a shear (cut off) point, a jagged edge, or an unfinished surface which can cause a laceration. The edges of guards, for instance, should be rolled or bolted in such a way that they eliminate sharp edges.
Create no interference: Any safeguard which impedes a worker from performing the job quickly and comfortably might soon be overridden or disregarded. Proper safeguarding can actually enhance efficiency since it can relieve the worker's apprehensions about injury.
Allow safe lubrication: If possible, one should be able to lubricate the machine without removing the safeguards. Locating oil reservoirs outside the guard, with a line leading to the lubrication point, will reduce the need for the operator or maintenance worker to enter the hazardous area.
Requisite Characteristics (Design principles) of Guards:
Twelve characteristics, design principles, specifications, basic requirements or good guarding practice for machine guarding are:
1. With its primary purpose of protection, it should also facilitate the work i.e. it should be convenient, reliable and not hampering the work or rate of production.
2. It should fully satisfy the legal provisions and IS prescribed i.e. it should conform the standards, be a complete guard and not incomplete or giving any access to the part to be protected. It should be as close as possible.
3. It should be suitable and effective to the job and the machine. It should not weaken the machine.
4. It should allow for oiling, inspection, adjustment and repair. If it requires opening for this purpose, it should be easily and quickly replaceable.
5. It should withstand wear, shock, vibration and long use with minimum maintenance. If it requires frequent opening and closing, this factor becomes more important.
6. It should be of proper material and construction. It should be well fitted. Fire and corrosion resistant material is preferable.
7. It should be free from self-hazard such as sharp or rough edges, nails, splinters, more opening, noise, vibration etc.
8. If visual watch of operation is necessary, it should be transparent and yet durable.
9. If dusting is possible as in case of machining of wood, rubber, brass, cast iron etc., apart from the guard, dust suction device should also be fitted as a special guarding.
10. It should be fail-safe i.e. if it fails or breaks it should stop the machine or at least it should give warning (alarm) to stop the machine.
11. It should be interlocking type i.e. the machine will not start till it is not closed and will stop soon if it is opened.
12. It should fulfil special requirement depending upon its purpose viz. distance guard should provide sufficient protective distance, trip guard must immediately trip the machine etc.

