Chapter V

Rigging Hardware, Slinging, and Load Control

Red Seal Practice study guide with diagrams.

Rigging Hardware, Rigging, and Load Control

Introduction

This chapter covers all the knowledge required for the Red Seal exam concerning rigging hardware, rigging techniques, and load control. Mastering these concepts is essential: the majority of incidents in mobile crane operations occur during rigging or lifting, not during travel. You must know the applicable Canadian standards, load factors, failure modes, and inspection procedures.


1. Slings: Types, Construction, and Selection Criteria

1.1 Wire Rope Slings

Wire rope slings are composed of strands wrapped around a core (fibre or steel). The strength depends on the configuration factor (CF) that applies according to the rigging mode.

Fundamental formula:

Working Load Limit (WLL) = Minimum Breaking Load (MBL) ÷ Safety Factor (SF)

For wire rope slings, the safety factor is 5 according to CSA Z150 (Safety Code for Mobile Cranes).

Table 1 — Configuration Factors for Wire Rope Slings

Rigging ModeConfiguration Factor (CF)
Vertical (1 leg)1.0
Single basket sling0.80
2-leg basket sling1.4 (2 × 0.7)
3-leg basket sling2.1 (3 × 0.7)
4-leg basket sling2.8 (4 × 0.7)
Choke0.75
2-leg choke1.5 (2 × 0.75)

Caution: the configuration factor applies to the working load limit, not to the breaking load. A frequent error is multiplying the MBL by the CF — this is incorrect.

1.2 Synthetic Web Slings (Textiles)

Synthetic web slings are made of polyester, nylon, or polypropylene. Polyester is the most common because it resists acids and abrasion well. Nylon resists alkalis but loses 10 to 15% of its strength when wet. Polypropylene is lightweight and floats, but degrades under UV exposure.

Configuration Factors for Web Slings:

Rigging ModeConfiguration Factor
Vertical1.0
Basket2.0 (for 2 legs)
Choke0.80
4-leg basket2.4 (4 × 0.6)

Important note: for web slings, the safety factor is 7 (standard CSA Z150). The sling's label indicates the working load limit for each mode; if the label is illegible or missing, the sling must be removed from service.

1.3 Chain Slings

Chains are used for abrasive, high-temperature, or cutting loads. Their safety factor is 4 according to CSA Z150. Grade 80 (T) and grade 100 (V) chains are the most common in crane service.

Table 2 — Common Diameters and Working Loads (Grade 80)

Diameter (mm)Vertical WLL (kg)
8800
101,250
132,100
163,200
205,000

Chain Inspection: measure wear at the contact point between links. If the diameter reduction exceeds 10%, the chain must be removed. Also check for elongation: a link stretched more than 5% from its original length indicates plastic deformation.


2. Rigging Hardware

2.1 Shackles

Shackles are classified by type: screw pin shackles and safety bolt shackles. The working load limit is stamped on the body. The safety factor is 5 for shackles conforming to CSA B167 (standard on lifting accessories).

Usage Rules:

The pin must be fully threaded before lifting.
Never replace the original pin with a pin of smaller diameter.
The angle between two slings attached to the same shackle must not exceed 120°.
If the shackle is used in a choke configuration, reduce the WLL by 25%.

2.2 Hooks

Lifting hooks must be equipped with a functional safety latch. Removal-from-service criteria include:

Permanent deformation: throat opening increased by more than 15% from the original dimension.
Twisting of the hook body of more than 10°.
Throat wear exceeding 10% of the original diameter.
Visible cracks (magnetic particle or dye penetrant inspection for hooks in heavy service).

2.3 Rings and Swivels

Master links and swivels must be inspected for wear, corrosion, and cracks. A swivel that no longer rotates freely must be removed from service.

2.4 Sheaves and Blocks

The sheave must have a minimum diameter of 18 times the rope diameter for 6 × 19 rope, and 21 times for 6 × 36 rope (CSA Z150). A sheave diameter that is too small causes accelerated rope fatigue.


3. Rigging Techniques

3.1 Rigging Modes and Angles

The rigging angle is the angle formed between the sling leg and the vertical. The greater this angle, the higher the tension in each leg.

Formula for calculating tension per leg:

T = (P ÷ N) × (1 ÷ cos Ω)

Where:

T = tension per leg (kg or kN)
P = load weight (kg or kN)
N = number of load-bearing legs
Ω = rigging angle from the vertical

Table 3 — Tension Multiplier by Angle

Angle Ω (degrees)Multiplier Factor (1 ÷ cos Ω)
1.00
15°1.04
30°1.15
45°1.41
60°2.00
90°∞ (prohibited)

Rule of thumb: the angle between two legs of the same sling must never exceed 90° (i.e., 45° from the vertical). Beyond this, the working load limit is reduced disproportionately and the risk of failure increases.

3.2 Basket Hitch

The basket hitch distributes the load over two legs. The configuration factor is 0.7 per leg for wire rope. The load must be centered; if the load is off-center, each leg supports an unequal load and the calculation must be redone with the maximum load on a single leg.

3.3 Choke Hitch

The choke hitch grips the load. The configuration factor is 0.75 for wire rope and 0.80 for web slings. The choke angle (angle between the two parts of the sling at the contact point with the load) must not exceed 120°. Beyond this, the load may slip and the sling may deform.

Golden rule: the choke point (the knot) must always be positioned on the load, never on the hook.

3.4 Multi-Leg Rigging with 3 and 4 Legs

For 3 legs: configuration factor = 2.1 (wire rope). For 4 legs: factor = 2.8. Important: these factors assume the load is rigid and all legs are tensioned equally. In practice, with a flexible load or uneven ground, a single leg may support most of the load. The prudent rule is to consider that only 2 out of 4 legs support the load under real conditions.


4. Load Calculations and Centre of Gravity

4.1 Determining Load Weight

The weight must be known before any lift. Sources include: drawings, invoices, weighings, or calculating volume × density.

Table 4 — Common Densities (kg/m³)

MaterialDensity (kg/m³)
Steel7,850
Aluminum2,700
Concrete2,400
Wood (pine)500
Water1,000

Calculation example: a steel beam measuring 6 m × 0.3 m × 0.5 m has a volume of 0.9 m³. Weight = 0.9 × 7,850 = 7,065 kg.

4.2 Centre of Gravity (CG)

The centre of gravity is the point where the total mass of the load is concentrated. For a stable lift, the hook must be directly above the centre of gravity. If the CG is offset, the load will tilt until the CG is under the attachment point.

Method for calculating the CG of a composite load:

Total CG = (Σ (weightᵢ × distanceᵢ)) ÷ Σ weightᵢ

Where distanceᵢ is measured from an arbitrary reference point.

Trap to avoid: for a load with an unknown CG, perform a test lift of 150 mm maximum, check the balance, then adjust the attachment points before continuing.

4.3 Safety Margin and Load Factor

The working load limit (WLL) of an accessory is the maximum load it can support under normal conditions. The proof load is generally 1.25 × WLL. The breaking load is the point of failure. The safety factor is the ratio between the breaking load and the WLL.

Table 5 — Safety Factors by Accessory Type (CSA Z150)

ComponentSafety Factor
Wire rope (sling)5
Synthetic web sling7
Chain4
Shackle5
Hook5
Crane rope (drum to hook)3.5

5. Inspection and Removal from Service

5.1 Inspection Frequency

Inspection before each use: quick visual examination by the operator (deformations, cuts, corrosion, labels).
Periodic inspection: performed by a competent person, at least once per year (or more frequently depending on heavy usage). CSA Z150 requires documented inspection.
Inspection after an incident: any shock, overload, or suspected deformation requires a thorough inspection before returning to service.

5.2 Removal-from-Service Criteria — Wire Rope

According to CSA Z150, a rope must be removed if:

The number of broken wires over one rope lay length exceeds 6 wires for a 6 × 19 rope, or 12 wires for a 6 × 37 rope.
Abrasive wear reduces the diameter by more than 7% from the nominal diameter.
Visible corrosion (pitting) is present.
Deformation: birdcaging, kinking, crushing, or coke-bottle (torpedo) shape.
Burning or exposure to excessive heat.
A single broken wire in a zone of contact with a sheave or drum.

5.3 Removal Criteria — Synthetic Web Slings

Cuts, tears, or abrasion exposing internal fibres.
Damaged or open stitching.
Chemical or thermal burns (fibre fusion).
Illegible or missing label.
Knots in the sling (prohibited).

5.4 Removal Criteria — Chains

Diameter wear greater than 10%.
Link elongation greater than 5%.
Cracks, nicks, or corrosion pitting.
Link deformation (twisting, opening).

6. Load Control During Lifting

6.1 Stability and Sway

Load sway is a major hazard. Causes include: improperly positioned CG, excessive wind, sudden acceleration or deceleration, or abrupt braking. The operator must:

Lift slowly to break the load free (minimum speed).
Check the balance before continuing.
Use tag lines to control rotation, never hands directly on the load.
Avoid combined movements (simultaneous lifting + slewing) when the load is heavy.

6.2 Communication and Signals

Communication between the operator and the signaler (rigger) is essential. Standardized hand signals are defined in CSA Z150. In the event of loss of communication, the operator must stop all movement immediately and hold the load in a stable position.

6.3 Lifting Loads in Wind

The maximum wind speed for a lift depends on the exposed surface area of the load and the manufacturer's specifications. As a general rule, wind exceeding 32 km/h (20 mph) requires increased caution. Beyond 48 km/h, lifting must be stopped, unless the manufacturer indicates a higher limit.

6.4 Submerged or Frozen Loads

A partially submerged or frozen load presents a risk of load surprise: the force required to break it free is greater than its apparent weight. The operator must:

Estimate the adhesion force (ice, mud, suction).
Lift very slowly and monitor the increase in tension.
Never attempt to jerk a frozen load free.

7. Safety Rules and Applicable Standards

7.1 Relevant Canadian Standards

CSA Z150 — Safety Code for Mobile Cranes (the primary reference).
CSA B167 — Standard on lifting accessories (shackles, hooks, rings).
CSA B149.1 — Natural Gas and Propane Code (relevant if the crane operates on propane).
Canadian Electrical Code, Part I (CE Code) — applicable to temporary electrical installations on job sites (Rule 8-200 for temporary power supply cables).
Canada Occupational Health and Safety Regulations (Part XIV — cranes) for federally regulated workplaces.

7.2 Golden Rules of Rigging

132.Never overload: know the exact weight of the load and the WLL of each accessory.
133.Check the angles: never exceed 90° between two legs.
134.Protect the slings: use corner protectors on sharp edges.
135.Inspect before use: every sling, every shackle, every hook.
136.Never tie knots in a sling.
137.Never stand under a load: the danger zone must be delineated.
138.Use tag lines to control the load.
139.Check the hook safety latch before every lift.

7.3 Operator Responsibilities

The mobile crane operator is responsible for:

Verifying that slings and accessories are compliant and in good condition.
Refusing a lift if safety conditions are not met (right of refusal).
Knowing the load weight and the CG.
Ensuring the signaler is qualified and visible.
Respecting the load limits of the crane's load chart.

8. Traps to Avoid

149.Confusing configuration factor and safety factor: the CF applies to the WLL, the SF is the MBL/WLL ratio.
150.Using the angle between legs instead of the angle from the vertical: tension tables use the angle Ω from the vertical.
151.Forgetting the reduction factor for choke mode: a choke hitch loses 25% of its capacity (wire rope) or 20% (web sling).
152.Assuming 4 legs = 4 × single-leg capacity: the actual factor is 2.8 (wire rope) or 2.4 (web sling), not 4.0.
153.Ignoring the effect of wind on a large load: wind force adds to the load weight.
154.Using a shackle with an unthreaded pin: the pin must be in full contact with the body.
155.Not checking a sling's label: a sling without a label is out of service.
156.Lifting a frozen or suctioned load: risk of sudden sling failure during breakaway.
157.Standing in the pinch zone between the load and an obstacle.
158.Confusing units: always convert to kg or kN before calculations.

9. Summary

Wire rope slings have a safety factor of 5; web slings 7; chains 4.
The configuration factor depends on the rigging mode: vertical (1.0), basket (0.7/leg), choke (0.75 for wire rope, 0.80 for web sling).
The maximum angle between two legs is 90°; beyond this, tension increases exponentially.
The centre of gravity must be under the hook for a stable lift.
Pre-use inspections are mandatory; any damaged or unidentified accessory must be removed.
The reference standard is CSA Z150; accessories fall under CSA B167.
Load control includes: slow lifting, tag lines, communication with the signaler, and immediate stop when in doubt.
The operator has the right and the duty to refuse a dangerous lift.

10. Self-Assessment Questions

171.What is the WLL of a wire rope sling with an MBL of 10,000 kg used in a 2-leg basket at 45° from the vertical?
Answer: Vertical WLL = 10,000 ÷ 5 = 2,000 kg. 2-leg basket CF = 1.4. WLL = 2,000 × 1.4 = 2,800 kg. Tension per leg at 45° = (2,800 ÷ 2) × 1.41 = 1,974 kg per leg (less than 2,000 kg — acceptable).
173.A polyester web sling has a vertical WLL of 3,000 kg. What is its WLL in a 2-leg basket?
Answer: Basket WLL = 3,000 × 2.0 = 6,000 kg (configuration factor 2.0 for 2-leg web sling).
175.A hook has a throat opening of 52 mm while the original dimension is 45 mm. Must it be removed?
Answer: Yes. The increase is (52 − 45) ÷ 45 = 15.6%, which exceeds the 15% threshold.
177.What is the tension in each leg of a 2-leg sling supporting a 4,000 kg load at a 60° angle from the vertical?
Answer: T = (4,000 ÷ 2) × (1 ÷ cos 60°) = 2,000 × 2 = 4,000 kg per leg. The tension doubles compared to a vertical lift.
179.A 6 × 19 rope has 7 broken wires over one rope lay length. Is it compliant?
Answer: No. The threshold is 6 broken wires for a 6 × 19 rope. The rope must be removed from service.

This chapter covers the essential theoretical and practical knowledge for the Red Seal exam in mobile crane operation. Mastering the calculations, factors, and inspection criteria is essential. Review the factor tables, removal thresholds, and safety rules until they become automatic. Good luck with your preparation.

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