TITLE:

ES&H Manual

 

DOCUMENT ID:

3120 Appendix E

The Experiment Review Process for an Experiment Requiring Temporary (Type 3) or Permanent (Type 4) Modification of the Base Equipment

 

 

1.0            Proposal Phase

 

1.1              Conceive experiment and carry out preliminary design work for the new equipment required.

1.2              Identify Environmental, Safety, and Health (ES&H) Issues associated with the equipment modification, and with the Safety Envelope for beam operation in the hall, and fill in an ES&H Hazard Identification Check List.

1.3              Submit proposal to Jefferson Lab.  Each proposal must include a filled-in ES&H Hazard Identification Check List (see ES&H Manual Chapter 3120 Appendix H Checklists for Experiment Preparation and a Beam Requirements List (see ES&H Manual Chapter 3120 Appendix H Checklists for Experiment Preparation.

1.4              Preliminary review of technical aspects of the proposal by the Jefferson Lab Technical Advisory Committee (TAC).

1.5              Review of the Scientific merits of the proposal by the Jefferson Lab Program Advisory Committee (PAC).

1.6              Decision by the Director of Jefferson Lab to grant beam-time.

1.7              Jefferson Lab assigns a Physics Division Liaison and an ESH&Q Coordinator (often the same individual) for the experiment.

 

2.0            Design Phase

 

2.1              Complete preliminary design of equipment modification.

2.2              Carry out a Safety analysis of the modified equipment design and write a Preliminary Safety Assessment Document (PESAD) (nominally an addition to the base equipment Experimental Safety Assessment Document [ESAD]).

2.3              Review of PESAD by Jefferson Lab’s Experiment Environmental, Safety, Health, and Quality (ESH&Q) Review Committee (E2RC).

 

(Note that steps 2.2 and 2.3 are not required, but are highly recommended; they will help you avoid costly mistakes.)

 

2.4              Calculate and document Experiment Operating Envelope (EOE) for all combinations of beam conditions and target(s) planned.  Identify Safety Issues for EOE and incorporate mitigating measures as necessary into the detailed design of the equipment.  Decommissioning plans for target and activated components must also be developed as appropriate.  Submit a formal Radiation Safety Assessment Document (RSAD) for the experiment that explicitly includes the calculations of the EOE and addresses the ES&H issues it raises.

2.5              Complete detailed design of the equipment modification(s).

2.6              Complete a final safety analysis of the equipment and write a formal ESAD.  This document must include an assessment of all safety hazards, and must explicitly reference the RSAD (see 2.5 above).  It is nominally an update and revision of the PESAD.  (The resulting document is nominally an update to the base equipment SAD.)

2.7              Review of the equipment modification ESAD (by Jefferson Lab’s E2RC) and the RSAD (by Jefferson Lab’s Radiation Control Group [RadCon] Group).

 

(These reviews will generate the basic Experiment Installation Checklist, or EIC, identifying items and to be checked at installation prior to issuance of the Experiment Readiness Clearance.  A sample EIC is provided in ES&H Manual Chapter 3120 -H Checklists for Experiment Preparation.  Typically, if the experiment contribution to the laboratory’s overall radiation budget for the year exceeds their pro-rata portion by a factor of two or more, they will be asked to consider additional measures such as local shielding.  Issues or concerns raised during the course of these subsequent reviews will be entered onto the experiments Issue/Concern Checklist, or ICC.  A sample ICC is provided in ES&H Manual Chapter 3120 Appendix H Checklists for Experiment Preparation.)

 

2.8              Additional review of the RSAD by the Jefferson Lab Radiation Review Panel (JRRP) if the planned EOE exceeds the previous maximum for the Hall and the RadCon Officer deems it appropriate.

 

(This review may generate additional items for the EIC and/or ICC.)

 

3.0            Construction Phase

 

3.1              Fabricate equipment to design.

3.2              Document the equipment and develop written operations procedures for its commissioning and use (to be referenced in the Conduct of Operations document).

3.2.1        Test individual elements of the equipment to verify performance and operations procedures.

 

4.0            Preliminary Scheduling of Experiment by Jefferson Lab

 

5.0            Preparation for Running the Experiment

5.1              Personnel and Procedures:

5.1.1        Describe Experiment Procedures, Collaboration Organization, Operations Personnel, Training Required, etc. in a written Conduct of Operations Document (COO).

 

(Note the bulk of the experiment procedures will be in the form of an operations manual for the major experimental equipment that will be referenced by the COO.)

 

5.1.2        Review and approval of the COO by Jefferson Lab’s TAC.

5.2              Equipment Installation

5.2.1        Install equipment modifications in experimental area.

 

(Note the ESAD for the equipment modifications must be approved by the E2RC prior to their installation.  For complex changes this may be done in phases, with the installation of major subsystems following the review of the section of the ESAD that deals with that subsystem.)

 

5.2.2        Install target and any equipment necessary to ensure operation within the approved safety envelope.

 

(Note the RSAD for the experiment must be approved by the RadCon prior to the installation of the target.)

 

5.3              Pre-operation checkout of equipment installation and procedures by experiment collaboration.  This serves to verify operability after installation and to review integration to the extent possible without the use of beam.

5.4              Jefferson Lab review of the safety of the installed equipment prior to its use.

 

(This review will be carried out by Division ESH&Q Personnel and the assigned Physics Division Liaison, verifying conformance to the ESAD and checking functionality of safety aspects of the apparatus and items and issues specifically identified on the Experiment Installation Checklist by the reviews.)

 

5.5              Experiment Readiness Clearance (ERC) issued by AD for Physics.

 

(Note this will include a verification that all reviews are in place, as denoted in the Experiment Readiness Checklist of ES&H Manual Chapter 3120 Appendix H Checklists for Experiment Preparation.)  It also verifies that the experiment installation check has been completed, as documented on the Experiment Installation Checklist, and that all issues and concerns have been satisfactorily resolved, as detailed in the Issue/Concern Checklist.)

 

6.0            Final Scheduling of Beam Time by Jefferson Lab

 

7.0            Commission equipment (following written procedures documented in COO)

 

(Note planned EOE is outside the previous maximum for the Hall, commissioning procedures will incorporate radiation safety verification measurements as required by the Jefferson Lab RadCon Group.)

 

8.0            Run the experiment (following written procedures documented in COO)

 

(If the equipment changes at any time over the course of the experiment, the spokesperson must notify the hall leader and the E2RC chair, in writing.  Such changes might include changing inert to flammable gas mixtures, for example, or changing from a non-hazardous to a hazardous target material.  The hall leader and the E2RC chair will determine whether the change requires a revision of the experiment’s ES&H documentation and/or additional formal reviews.)

 

9.0            Decommission the equipment (if appropriate) and store or dispose of target and/or contaminated apparatus properly

 

10.0       Review the experience obtained during the experiment and:

 

10.1          Update ESAD for equipment and permanently-installed modifications (providing an improved ESAD for the base equipment).

10.2          Update written procedures for equipment use, paying particular attention to the permanently-installed modifications (resulting in an improved Operating Manual for the base equipment).

10.3          Delete references to temporary modifications from the operating manual.

 

 

 

ISSUING AUTHORITY

APPENDIX AUTHOR

APPROVAL DATE

EFFECTIVE DATE

EXPIRATION DATE

REV.

 

 

 

ESH&Q Division

Dennis Skopik

02/14/09

02/14/09

02/14/10

0

 

This document is controlled as an on line file.  It may be printed but the print copy is not a controlled document.  It is the user’s responsibility to ensure that the document is the same revision as the current on line file.  This copy was printed on 6/22/2009.