Draft Details
- Overhead cranes, gantry cranes, monorails, hoi...
- DRAFT STANDARD B167:2026
- Legal Notice for Draft Standards
- SDG Foreword
- Preface
- B167 :2026
- + 1 Scope
- 1.1 Application
- 1.2 Inclusions
- 1.3 Design requirements exclusions
- 1.4 Exclusions
- 1.5 Terminology
- 2 Reference publications
- 3 Definitions
- + 4 General requirements
- + 4.1 Management responsibility
- 4.1.1 Application
- 4.1.2 Operation and maintenance of cranes and h...
- 4.1.3 Owner responsibilities
- 4.1.4 Owner responsibilities for use and mainte...
- 4.1.5 Delegation of responsibilities
- + 4.2 Crane management program
- 4.2.1 Equipment management program
- 4.2.2 Manufacturer’s instructions for inspectio...
- + 4.3 Procedures
- + 4.3.1 General
- 4.3.1.1 Crane and hoist management procedures
- 4.3.1.2 Procedure review and confirmation
- 4.3.2 Initial procedures for inspection and mai...
- 4.3.3 Safety barriers
- 4.3.4 Isolation from other cranes
- 4.3.5 Restricting runways
- 4.3.6 Inspection and maintenance safety require...
- + 4.4 Risk management
- 4.4.1 Risk assessment and management
- 4.4.2 Standardized risk management
- 4.5 Contingency plan
- + 4.6 Management and worker qualifications
- 4.6.1 General
- 4.6.2 Education and training
- 4.6.3 Orientation and training
- 4.7 Health and safety
- + 4.8 Outsourcing of services
- 4.8.1 Qualifications for outsourcing
- 4.8.2 Contractor work authorization and oversig...
- 4.9 Documentation and records
- + 5 Selection, classification, and design of cran...
- + 5.1 General
- 5.1.1 Information required for crane purchasing...
- 5.1.2 Information requirements for purchasing m...
- Bottom of Form
- 5.1.3 Crane and hoist selection criteria
- 5.1.4 Equipment for extreme environmental condi...
- 5.1.5 Manufacturer information requirements
- 5.1.6 Relevancy of information provided by manu...
- 5.1.7 Additional manufacturer information requi...
- 5.1.8 Evaluation and stamping of assembled equi...
- 5.1.9 Information requirements for ownership or...
- 5.1.10 Operating clearances
- 5.1.11 Modifications to structural, mechanical,...
- + 5.2 Classification
- 5.2.1 Overhead travelling crane service classif...
- 5.2.2 Establishing crane classification
- + 5.3 Design
- + 5.3.1 Structural design
- 5.3.1.1 Design and construction requirements fo...
- 5.3.1.2 Design requirements for hoists
- 5.3.1.3 Load considerations for crane and hoist...
- 5.3.1.4 Evaluation of dynamic wind effects
- + 5.3.2 Allowable stress range
- 5.3.2.1 Stress range for structural members and...
- 5.3.2.2 Design of welded structural members for...
- + 5.3.3 Environmental design considerations
- 5.3.3.1 Design considerations for extreme envir...
- 5.3.3.2 Material requirements for cold ambient ...
- Table 1
- + 5.3.4 Crane-specific design considerations
- 5.3.4.1 Bridge girder design
- 5.3.4.2 Camber design for bridge girders
- 5.3.4.3 Deflection of bridge girders
- 5.3.4.4 Crane bridge load distribution
- + 5.3.4.5 Structural steel bolt requirements
- 5.3.4.5.1 Requirements
- 5.3.4.5.2 Bolts reuse
- 5.3.4.6 Trolley frame design and construction
- 5.3.5 Supporting structure
- + 5.3.6 Ladders, stairs, walkways, service platfo...
- 5.3.6.1 Design of access and safety features
- 5.3.6.2 Access and safety for overhead travelli...
- + 5.4 Mechanical requirements
- 5.4.1 Gearing
- 5.4.2 Bearings
- + 5.4.3 Bumpers and stops for overhead travelling...
- 5.4.3.1 Runway and end stop design for cranes
- 5.4.3.2 Uncontrolled drop prevention
- + 5.4.4 Hoisting rope
- 5.4.4.1 Hoisting rope selection
- 5.4.4.2 Hoisting rope safety requirements
- 5.4.4.3 Hoisting ropes for molten metal handlin...
- 5.5 Fabrication
- + 5.6 Brakes
- + 5.6.1 Hoist holding brakes
- 5.6.1.1 Hoist holding brake requirements
- 5.6.1.2 Hoist holding brake torque requirements...
- 5.6.1.3 Hoist holding brake thermal capacity
- 5.6.1.4 Hoist holding brakes and power
- 5.6.1.5 Hoist holding brakes and lining wear
- 5.6.1.6 Hoisting unit brake requirements
- 5.6.1.7 Braking requirements for cranes handlin...
- + 5.6.2 Hoist control braking means
- 5.6.2.1 Control braking for hoisting units
- 5.6.2.2 Control braking requirements
- 5.6.2.3 Hoist control braking thermal capacity
- + 5.6.3 Trolley brakes
- 5.6.3.1 Trolley brake requirements for cab-oper...
- 5.6.3.2 Trolley brake or non-coasting mechanica...
- 5.6.3.3 Trolley brake and non-coasting mechanic...
- 5.6.3.4 Trolley brakes thermal capacity
- 5.6.3.5 Trolley parking brake requirements
- 5.6.3.6 Trolley positioning and creep preventio...
- + 5.6.4 Bridge brakes
- + 5.6.4.1 General
- 5.6.4.1.1 Bridge brake requirements for cab-ope...
- 5.6.4.1.2 Bridge brake requirements for crane o...
- 5.6.4.1.3 Bridge brakes thermal capacity
- 5.6.4.1.4 Braking considerations for high speed...
- 5.6.4.1.5 Bridge parking brake requirements
- 5.6.4.1.6 Drag brake or position holding mechan...
- + 5.6.4.2 Cab-operated cranes
- 5.6.4.2.1 Foot-brake pedal design and location
- 5.6.4.2.2 Brake power and operation requirement...
- 5.6.4.2.3 Brake pedal and lever release design
- 5.6.4.2.4 Foot-operated brake release
- 5.6.4.2.5 Parking brake functionality
- + 5.7 Electrical requirements
- 5.7.1 Electrical codes and standards for crane ...
- 5.7.2 Field evaluation for non-certified cranes...
- 5.7.3 Clearances around electrical equipment
- 5.7.4 Controller neutral position and power los...
- 5.7.5 Grounding requirements for cranes and hoi...
- 5.7.6 Cranes and hoists with adjustable frequen...
- 5.8 Design life
- + 5.9 Shop test and inspection
- 5.9.1 Switches and motor-controller requirement...
- 5.9.2 Electrical equipment testing requirements...
- 5.9.3 Factory assembly and testing
- 5.9.4 Inspection and test procedure submission
- 5.9.5 Notification for witnessing tests
- 5.9.6 Acceptance by the purchaser
- 5.10 Commissioning
- + 6 Inspection and functional checks
- + 6.1 General
- 6.1.1 Application to cranes and hoists
- 6.1.2 Initial commissioning and testing
- 6.1.3 Inspection and maintenance requirements f...
- 6.1.4 Inspection requirements for out-of-servic...
- Table 2
- Table 3
- 6.1.5 Maintenance procedures and safety require...
- 6.1.6 Inspection and testing after overload or ...
- + 6.2 Qualifications of inspectors for periodic i...
- + 6.2.1 Qualifications for crane inspectors
- 6.2.1.1 Qualifications and competency
- 6.2.1.2 Qualifications for hazardous locations
- + 6.2.2 Inspection experience requirements
- 6.2.2.1 Qualifications
- 6.2.2.2 Employer responsibilities
- 6.2.3 Indirect supervision of crane inspections...
- + 6.3 Functional check
- + 6.3.1 General
- 6.3.1.1 Functional check for each shift
- 6.3.1.2 Logbook accessibility
- + 6.3.2 Targets for functional check
- + 6.3.2.1 General
- 6.3.2.1.1 Functional check procedures
- 6.3.2.1.2 Recording of omitted tests
- 6.3.2.1.3 Log book monitoring
- 6.3.2.2 Daily log book
- 6.3.2.3 Checks prior to use—Power OFF
- 6.3.2.4 Checks prior to use—Power ON
- 6.3.2.5 Checks at shutdown (end of shift)
- + 6.4 Frequent inspection
- 6.4.1 General
- 6.4.2 Inspection targets for frequent inspectio...
- + 6.5 Periodic inspection
- + 6.5.1 General
- 6.5.1.1 Inspection and examination intervals fo...
- 6.5.1.2 Inspection frequency adjustments
- 6.5.1.3 Manufacturer Instructions
- + 6.6 Records
- 6.6.1 Requirements
- 6.6.2 Functional checks
- 6.6.3 Inspection and maintenance records
- 6.6.4 Log book accessibility
- 6.7 Safety hazards
- + 7 Commissioning and testing
- + 7.1 General
- 7.1.1 Manufacturer instructions
- 7.1.2 Application
- + 7.2 Commissioning
- 7.2.1 Inspection and testing before service
- 7.2.2 Retention of inspection records
- 7.2.3 Initial inspection requirements
- 7.2.4 Testing of equipment before initial use
- 7.2.5 Brake performance requirements
- 7.2.6 Defect correction and retesting
- 7.2.7 Witnessing tests and obtaining compliance...
- + 7.3 Load testing
- 7.3.1 Load testing requirements
- 7.3.2 Structural integrity testing of cranes
- 7.3.3 Load testing for crane brakes and motions...
- 7.3.4 Test report preparation and retention
- 7.4 Engineered over-capacity lifts
- 7.5 Management of Spare Wireless Transmitters
- 7.6 Tandem lifting
- + 8 Maintenance and repairs
- + 8.1 General
- 8.1.1 Application
- 8.1.2 Requirements
- 8.1.3 Electrical safety
- 8.1.4 Manufacturer requirements and machine gua...
- + 8.2 Qualifications of maintenance personnel (se...
- + 8.2.1 Requirements
- 8.2.1.1
- 8.2.1.2
- 8.2.2 Electrical Safety
- 8.2.3
- 8.2.4
- + 8.3 Preventive maintenance, repairs, and adjust...
- 8.3.1 Maintenance program
- 8.3.2 Replacement parts
- 8.3.3 Welding
- 8.4 Maintenance procedures
- + 8.5 Final procedures
- 8.5.1 Restoration to service after adjustments ...
- 8.5.2 Verification of repaired or replaced comp...
- + 9 Crane and hoist operation, operator qualifica...
- + 9.1 General
- 9.1.1 Application to cranes and hoists
- 9.1.2 Operation of cranes and hoists
- 9.1.3 Operator competency and familiarity with ...
- 9.1.4 Operational procedures for cranes and hoi...
- 9.1.5 Hand signal requirements
- 9.1.6 Functional checks by crane and hoist oper...
- + 9.2 Operator qualifications
- 9.2.1 Operator training and evaluation
- 9.2.2 Training records
- + 9.3 Operator training
- + 9.3.1 General
- 9.3.1.1 Requirements
- 9.3.1.2 Operator trainer requirements
- 9.3.1.3 Requirements for operator trainer quali...
- 9.3.1.4 Train the trainer programs
- 9.3.1.5 Training requirements
- 9.3.1.6 Retraining requirements
- 9.3.1.7 Training renewal and refresher requirem...
- 9.3.1.8 Training frequency for technology chang...
- + 9.3.2 Theory-based training
- + 9.3.2.1 Overview
- 9.3.2.1.1 Requirements
- 9.3.2.1.2 Training methods
- 9.3.2.1.3 Courseware maintenance and auditing
- + 9.3.2.2 Content
- 9.3.2.2.1 Requirements
- 9.3.2.2.2 Training for cranes and hoists after ...
- 9.3.3 Practical training and evaluation program...
- + Annex A (informative)
- A.1 Regulations and codes
- Table A.1
- + Annex B (normative)
- B.1 Design and construction standards for crane...
- Annex C (informative)
- + Annex D (informative)
- + D.1 Class calculations based on state of loadin...
- D.1.1 General
- D.1.2 Load spectrum factor (K)
- Table D.1
- D.1.3 Duty cycle factor (N)
- D.1.4 Service class
- Table D.2
- D.1.5 Comparison of classification systems
- Table D.3
- + Annex E (informative)
- E.1 General
- E.2 Flow chart symbols
- + E.3 Example of a procedure for pre-operational ...
- E.3.1 Management responsibility and authority
- E.3.2 Process requirements and responsibilities...
- E.3.3 Procedure documentation example
- Figure E.1A
- Figure E.1B
- + Annex F (informative)
- Figure F.1
- + Annex G (informative)
- + G.1 General
- G.1.1 Inspection of hoisting rope and slings
- G.1.2 Inspection protocols and manufacturer ins...
- Figure G.1
- G.1.3 Visual inspection requirements
- G.1.4 Criteria for removing wire ropes from ser...
- + G.2 Wire rope damage inspection — Reference doc...
- + G.2.1 Wire rope inspection
- G.2.1.1 OSHA
- G.2.1.2 ASME
- G.2.2 Wire rope damage
- + G.2.3 Wire rope sling inspection
- G.2.3.1 OSHA
- G.2.3.2 ASME
- + Annex H (informative)
- H.1 Reference Standards
- + Annex I (informative)
- + I.1 Principles
- I.1.1 Purpose of load testing
- I.1.2 Load testing precautions
- I.1.3 Load testing and inspection consideration...
- I.1.4 Verification of design calculations
- I.1.5 Routine load testing
- I.1.6 Load testing requirements for maintenance...
- I.1.7 Determining load test requirements
- + I.2 General requirements
- I.2.1 Load testing requirements
- I.2.2 Load test safety considerations
- I.2.3 Evaluation of supporting structure for ov...
- I.2.4 Load testing sequence
- I.2.5 Test area safety requirements
- I.2.6 Application and movement of load
- I.2.7 Dynamic tests
- I.2.8 Dynamic test requirements
- I.2.9 Load test documentation
- + I.3 Sample procedures for load testing
- + I.3.1 General
- I.3.1.1 Testing procedures for overhead cranes
- I.3.1.2 Conflicts with manufacturer instruction...
- I.3.1.3 Inspection and load testing requirement...
- I.3.1.4 Operational test requirements
- + I.3.2 Pre-test checkout procedure
- I.3.2.1 Pre-test conference
- I.3.2.2 Testing team responsibilities
- + I.3.3 Low load test
- I.3.3.1 Low load test requirements
- I.3.3.2 Static load test procedure
- I.3.3.3 Dynamic tests
- I.3.3.4 Returning load to floor after testing
- I.3.3.5 Low load test failure and correction
- + I.3.4 100% load test
- I.3.4.1 Purpose of testing crane mechanisms and...
- I.3.4.2 Testing of crane motions
- I.3.4.3 Testing requirements for motion durabil...
- I.3.4.4 Load configuration and rigging inspecti...
- I.3.4.5 Load support verification for new or mo...
- I.3.4.6 Hoist testing procedure
- I.3.4.7 Trolley testing procedure
- I.3.4.8 Bridge testing procedure
- I.3.4.9 Post-test inspection
- I.3.4.10 Reporting deficiencies
- + I.3.5 125% load test (overload test)
- I.3.5.1 Overload test safety precautions
- I.3.5.2 Overload test requirements
- I.3.5.3 Load support verification for new or mo...
- I.3.5.4 Load testing procedures
- I.3.5.5 Load movement requirements
- I.3.5.6 Overload test failure and retesting
- I.3.5.7 Post-test inspection
- I.3.5.8 Reporting deficiencies
- I.3.5.9 Test success criteria and performance r...
- + I.3.6 Bridge girder deflection test
- I.3.6.1 Bridge girder deflection measurement
- I.3.6.2 Bridge girder deflection test procedure...
- I.3.7 Records of load tests
Designation:CSA B167
Source:CSA
Contact:[email protected]
Contact name:Kyla Brown
Review start date:Sep 16, 2025
Review end date:Nov 15, 2025
Categories:Occupational Health and Safety
Contact email:angelique.coyle(at)csagroup.org
Draft Scope/Description:
1.1 Application
This Standard specifies minimum requirements for the design, inspection, testing, maintenance (including modifications and upgrades), and safe operation of
a) cranes, including
i) overhead travelling cranes;
ii) jib cranes; and
iii) gantry and wall cranes;
b) monorails;
c) hoists; and
d) other material lifting equipment having similar characteristics to the items listed above.
1.2 Inclusions
This Standard includes requirements for permanently installed cranes, and for permanent and movable hoists. Included are requirements for electric and air-powered hoists, and manually operated hoists.
Notes:
1) In this Standard, unless otherwise specified, the terms “crane” and “hoist” are used generically to refer to all lifting devices within the scope. If a specific type of crane or hoist is being addressed, the appropriate term will be used, e.g., gantry crane, monorail, or jib crane.
2) Although there are significant differences in scale and complexity between small hoists and large overhead cranes, there are also important similarities in terms of potential hazards and the need for training. This Standard addresses common requirements for all cranes and hoists. In the case of smaller portable units, the requirements in this Standard are supplemented by references to relevant ASME standards for specific equipment.
1.3 Design requirements exclusions
This Standard does not include detailed design requirements for cranes and hoists.
Note: This Standard contains essential information about crane design and construction, to provide a common reference and set of expectations for manufacturers, distributors, and purchasers. Detailed design requirements can be found in the North American and international standards referenced in Annex B.
1.4 Exclusions
The following are not covered in this Standard:
a) mobile cranes and tower cranes;
Note: These are covered in CAN/CSA-Z150 and CAN/CSA-Z248, respectively.
b) personnel hoisting and elevating devices;
Note: These are covered in ASME A17.1/CSA B44 and CAN/CSA-Z185, respectively.
c) lifting equipment for a single, permanently guided load (e.g., winching mechanism for a water control gate on a dam);
d) supporting building structures, including crane runways, other than obtaining confirmation of structural integrity and compliance to relevant code requirements; and
Note: Refer to provincial/territorial building codes, and to CSA S16.
e) below-the-hook lifting devices, slings and rigging hardware, except as they relate to operator training.
Note: Below-the-hook equipment is addressed in other ISO and ASME Standards.
1.5 Terminology
In this Standard, “shall” is used to express a requirement, i.e., a provision that the user is obliged to satisfy in order to comply with the standard; “should” is used to express a recommendation or that which is advised but not required; and “may” is used to express an option or that which is permissible within the limits of the Standard.
Notes accompanying clauses do not include requirements or alternative requirements; the purpose of a note accompanying a clause is to separate from the text explanatory or informative material.
Notes to tables and figures are considered part of the table or figure and may be written as requirements.
Annexes are designated normative (mandatory) or informative (non-mandatory) to define their application.
You may comment on any section of this document by clicking the “Submit Comment” link at the bottom of the relevant section.