| Rated Capacity | Confirm the maximum lifted load, including the hoist, hook block, lifting beam, slings, magnets, and other below-the-hook devices. | The rated load must not be exceeded. The crane capacity should be greater than the heaviest planned lifted load, with engineering allowance for accessories and foreseeable operating conditions. | Rated-capacity plate, load chart, design calculations, and accessory certificates. | Reject any crane whose rated capacity is based only on the payload and excludes lifting accessories. |
| Reach and Working Envelope | Measure the required horizontal reach, lifting height, rotation angle, obstruction clearance, and floor or wall mounting area. | Common pivot-crane arrangements include wall-mounted, column-mounted, and portable or freestanding designs. Actual reach and rotation limits depend on the structure and installation. | Dimensioned layout drawing, foundation or wall-load calculations, and rotation-stop details. | Choose the shortest reach that covers the work area when possible; longer outreach increases structural moment and support reactions. |
| Duty Classification | Assess lifting frequency, average load spectrum, operating hours, starts per hour, and expected service life. | ISO 4301-1 classifies cranes and hoisting machinery according to utilization and load spectrum. Higher utilization and heavier average loads require a higher duty classification. | Duty-class designation, usage assumptions, fatigue calculations, and maintenance interval schedule. | Do not select by maximum load alone; a lightly used crane and a production-line crane may need different designs. |
| Structural Material | Review the boom, mast, bracket, base plate, welds, pins, and fasteners for strength, fatigue resistance, and corrosion protection. | Carbon structural steel is widely used for general industrial applications. Stainless steel or enhanced coating systems may be appropriate for corrosive, hygienic, or washdown environments. | Material certificates, weld procedures, inspection records, coating specification, and corrosion allowance. | Material selection should match humidity, chemicals, temperature, outdoor exposure, and cleaning methods. |
| Hoist and Trolley | Check hoist type, lifting speed, travel speed, control method, brake design, duty rating, and compatibility with the boom or track. | The hoist, trolley, hook, chain or wire rope, and crane structure must be compatible in rated capacity and duty classification. Variable-speed control can improve load positioning. | Hoist certificate, brake test results, rope or chain specification, and compatibility statement. | Use slower or variable-speed operation where precise positioning and reduced load swing are important. |
| Overload Protection | Verify whether the system limits lifting when the load exceeds the rated capacity. | An overload limiter or load-sensing device can help prevent excessive lifting force, but it does not replace correct load planning or inspection. | Factory test record, calibration information, set-point data, and maintenance instructions. | Prefer an adjustable, tamper-resistant device with a clearly defined test and calibration procedure. |
| Brakes and Load Holding | Evaluate the hoist brake, mechanical holding arrangement, emergency-stop behavior, and protection against unintended descent. | The load should remain controlled when power is interrupted or the control is released. Brake performance must be verified during commissioning and periodic inspection. | Brake test procedure, inspection checklist, emergency-stop test, and maintenance records. | Do not rely on an electrical control circuit as the only means of holding a suspended load. |
| Hooks, Latches, and Rigging | Inspect hook geometry, latch function, swivel condition, chain or wire-rope termination, and sling compatibility. | Hooks should have a functional safety latch where required by the application. Slings and below-the-hook devices must have visible identification and a rated working load. | Hook inspection report, sling certificates, identification tags, and rigging procedures. | Remove hooks, slings, or chains showing cracks, deformation, severe wear, heat damage, or illegible identification. |
| Rotation Control | Check the intended rotation range, mechanical stops, locking mechanism, bearing condition, and pinch-point protection. | Rotation may be limited to a defined arc or designed for a larger range. Stops must prevent over-travel without creating damaging shock loads. | Rotation-angle specification, stop design, bearing calculations, and functional test report. | Use positive stops and clearly marked exclusion zones where personnel could be struck or trapped. |
| Electrical and Control Safety | Review pendant or remote controls, emergency stop, limit switches, grounding, disconnects, cable protection, and enclosure rating. | Electrical protection should match the available supply, environment, and applicable electrical code. Limit switches should not be treated as routine stopping devices. | Wiring diagram, electrical test report, control documentation, grounding test, and enclosure rating. | Select sealed and corrosion-resistant electrical components for dusty, wet, outdoor, or washdown locations. |
| Mounting and Foundation | Confirm wall, column, floor, or foundation capacity for vertical load, horizontal force, overturning moment, vibration, and fatigue. | Support reactions increase with crane reach and load position. Existing structures should be assessed by a qualified engineer before installation. | Stamped engineering calculations, anchor-bolt data, concrete or steel inspection, and installation torque records. | Never assume a building column, slab, or wall can support the crane without documented structural verification. |
| Guarding and Human Factors | Evaluate pinch points, exposed moving parts, access to controls, visibility, warning labels, and operator line of sight. | Controls should be clearly identified and positioned to keep the operator away from suspended-load and crush zones. Safe working procedures must prohibit people from standing under suspended loads. | Risk assessment, guarding review, operator manual, warning labels, and training records. | Prefer controls that provide clear load visibility and reduce the need for operators to work inside the load path. |
| Inspection and Maintenance | Check access to bearings, pins, welds, brakes, ropes or chains, electrical components, and lubrication points. | OSHA requirements for applicable workplaces include frequent and periodic crane inspections, with additional inspections after unsafe conditions or significant changes. | Inspection schedule, maintenance manual, spare-parts list, defect log, and competent-person qualification. | Choose a design that allows visual inspection without dismantling critical components unnecessarily. |
| Applicable Standards | Identify the regulations and technical standards applicable to the installation location, crane type, hoist, rigging, and electrical system. | Potential references include OSHA 29 CFR 1910.179 for overhead and gantry cranes, OSHA 29 CFR 1910.184 for slings, ASME B30.11 for monorails and underhung cranes, ASME B30.16 for overhead hoists, ISO 4301-1 for classification, and EN 13155 for certain below-the-hook lifting attachments. | Standards matrix, declaration or certificate of conformity where applicable, risk assessment, and local authority requirements. | Compliance must be confirmed for the complete installed system, not only for the individual crane components. |
| Environmental Suitability | Assess temperature, moisture, dust, chemicals, corrosive gases, outdoor exposure, and hazardous-area requirements. | Standard indoor equipment may not be suitable for explosive atmospheres, extreme temperatures, marine exposure, food-processing washdown, or chemically aggressive environments. | Environmental rating, coating system, enclosure rating, temperature limits, and hazardous-area certification where required. | Specify the environment before selecting materials, motors, brakes, controls, and protective coatings. |
| Commissioning and Training | Verify installation, unloaded and loaded functional tests, operator training, signage, and emergency procedures. | Testing should confirm travel, lifting, lowering, braking, emergency stop, overload protection, rotation limits, and limit devices before production use. | Commissioning report, test-load record, operator competency records, and site acceptance checklist. | Place the crane into service only after defects are corrected and inspection documentation is complete. |