BS EN 62381-2012 Automation systems in the process industry Factory acceptance test (FAT) site acceptance test (SAT) and site integration test (SIT)《加工工业中的自动化系统 工厂验收试验(FAT)、现场验收试验(.pdf

1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationAutomation systems in theprocess industry Factoryacceptance test (FAT), site acceptance test (SAT) and site integration test (SIT)BS EN 62381:2012Copyright European Committee for

2、 Electrotechnical Standardization Provided by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-National forewordThis British Standard is the UK implementation of EN 62381:2012. It is identical to IEC 62381:2012. It supersedes BS EN 6238

3、1:2007 which is withdrawn.The UK participation in its preparation was entrusted to Technical Committee AMT/7, Industrial communications: process measurement and control, including fieldbus.A list of organizations represented on this committee can be obtained on request to its secretary.This publicat

4、ion does not purport to include all the necessary provisions of a contract. Users are responsible for its correct application. The British Standards Institution 2012Published by BSI Standards Limited 2012 ISBN 978 0 580 72603 3 ICS 25.040.01Compliance with a British Standard cannot confer immunity f

5、rom legal obligations.This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 May 2012.Amendments issued since publicationDate Text affectedBRITISH STANDARDBS EN 62381:2012Copyright European Committee for Electrotechnical Standardization Provided

6、by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-EUROPEAN STANDARD EN 62381 NORME EUROPENNE EUROPISCHE NORM April 2012 CENELEC European Committee for Electrotechnical Standardization Comit Europen de Normalisation Electrotechnique Eu

7、ropisches Komitee fr Elektrotechnische Normung Management Centre: Avenue Marnix 17, B - 1000 Brussels 2012 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members. Ref. No. EN 62381:2012 E ICS 25.040 Supersedes EN 62381:2007English version Automation

8、systems in the process industry - Factory acceptance test (FAT), site acceptance test (SAT) and site integration test (SIT) (IEC 62381:2012) Systmes dautomatisation pour les procds industriels - Essais dacceptation en usine (FAT), essais dacceptation sur site (SAT) et essais dintgration sur site (SI

9、T) (CEI 62381:2012) Automatisierungssysteme in der vefahrenstechnischen Industrie - Werksabnahme (FAT), Abnahme der installierten Anlage (SAT) und Integrationstest (SIT) (IEC 62381:2012) This European Standard was approved by CENELEC on 2012-03-28. CENELEC members are bound to comply with the CEN/CE

10、NELEC Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre

11、 or to any CENELEC member. This European Standard exists in three official versions (English, French, German). A version in any other language made by translation under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the same status

12、as the official versions. CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norw

13、ay, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom. BS EN 62381:2012Copyright European Committee for Electrotechnical Standardization Provided by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted without lice

14、nse from IHS-,-,-EN 62381:2012 - 2 - Foreword The text of document 65E/222/FDIS, future edition 2 of IEC 62381, prepared by SC 65E, “Devices and integration in enterprise systems“, of IEC TC 65, “Industrial-process measurement, control and automation“ was submitted to the IEC-CENELEC parallel vote a

15、nd approved by CENELEC as EN 62381:2012. The following dates are fixed: latest date by which the document has to be implemented at national level by publication of an identical national standard or by endorsement (dop) 2012-12-28 latest date by which the national standards conflicting with the docum

16、ent have to be withdrawn (dow) 2015-03-28 This document supersedes EN 62381:2007. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CENELEC and/or CEN shall not be held responsible for identifying any or all such patent rights. Endo

17、rsement notice The text of the International Standard IEC 62381:2012 was approved by CENELEC as a European Standard without any modification. In the official version, for Bibliography, the following notes have to be added for the standards indicated: IEC 61331 series NOTE Harmonized in EN 61331 seri

18、es. IEC 62337 NOTE Harmonized as EN 62337. BS EN 62381:2012Copyright European Committee for Electrotechnical Standardization Provided by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted without license from IHS-,-,- 2 62381 IEC:2012 CONTENTS INTRODUCTION . 5 1 Scop

19、e . 6 2 Normative references . 9 3 Terms, definitions and abbreviated terms . 9 3.1 Terms and definitions 9 3.2 Abbreviated terms . 11 4 General preparation before conducting the FAT . 11 4.1 Overview . 11 4.2 Documents typically prepared by owner/contractor 12 4.3 Documents typically prepared by ve

20、ndor . 12 5 Factory acceptance test . 12 5.1 General . 12 5.2 FAT test plan . 13 5.3 Test procedure 13 5.3.1 Test set-up 13 5.3.2 Conducting of test . 14 5.3.3 Application check procedures 15 5.4 FAT rework . 16 5.5 Documentation of FAT in accordance with Annex A . 16 6 Site acceptance test . 17 6.1

21、 General . 17 6.2 SAT test plan 17 7 Site integration test 17 7.1 General . 17 7.2 SIT test plan 18 Annex A (informative) FAT test report 19 Annex B (informative) SAT check list . 31 Annex C (informative) SIT check list 32 Annex D (informative) FAT certificate 33 Annex E (informative) SAT certificat

22、e 34 Annex F (informative) SIT certificate 35 Annex G (informative) Automation system acceptance certificate . 36 Annex H (informative) FAT punch list 37 Annex I (informative) SAT punch list 38 Annex J (informative) SIT punch list . 39 Bibliography 40 Figure 1 Diagram depicting typical sequence of e

23、vents for FAT, SAT and SIT with respect to the project milestones 7 Figure 2 Diagram depicting the relationship for the SAT and SIT between the DCS and subsystems 8 Figure 3 Diagram depicting the relationship between the FAT, SAT and SIT with the relevant plant levels 8 BS EN 62381:2012Copyright Eur

24、opean Committee for Electrotechnical Standardization Provided by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-62381 IEC:2012 5 INTRODUCTION There is an increasing trend in the process industry to shorten the time period for project

25、execution. At the same time, the complexity of automation systems is being increased due to the number of connected systems and the use of new technologies, for example, fieldbus systems. Experience has shown that the owner, the contractor and the vendor have long and extensive discussions to unambi

26、guously lay down the scope of activities and responsibilities in order to achieve a timely delivery and acceptance of automation systems. This standard is intended to lead to an improvement and acceleration of the negotiation phase and to a mutual understanding about the scope of activities of each

27、party The annexes of this standard contain forms which may be used in the test procedures. Buyers of this standard may copy these forms for their own purposes only in the required amount. BS EN 62381:2012Copyright European Committee for Electrotechnical Standardization Provided by IHS under license

28、with CENELECNot for ResaleNo reproduction or networking permitted without license from IHS-,-,- 6 62381 IEC:2012 AUTOMATION SYSTEMS IN THE PROCESS INDUSTRY FACTORY ACCEPTANCE TEST (FAT), SITE ACCEPTANCE TEST (SAT), AND SITE INTEGRATION TEST (SIT) 1 Scope This International Standard defines procedure

29、s and specifications for the Factory Acceptance Test (FAT), the Site Acceptance Test (SAT), and the Site Integration Test (SIT). These tests are carried out to prove that the automation system is in accordance with the specification. Engineering and manufacturing activities prior to these tests are

30、not covered by this standard. For application in the pharmaceutical or other highly specialized industries, additional guidelines (for example, Good Automated Manufacturing Practice (GAMP), definitions and stipulations should apply in accordance with existing standards, for example, for GMP Complian

31、ce 21 CFR (FDA) and the Standard Operating Procedure of the European Medicines Agency (SOP/INSP/2003). The description of activities given in this standard can be taken as a guideline and adapted to the specific requirements of the process, plant or equipment. A typical sequence of activities and ev

32、ents is shown in Figure 1, and their relationship are shown in Figures 2 and Figure 3. BS EN 62381:2012Copyright European Committee for Electrotechnical Standardization Provided by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted without license from IHS-,-,-62381

33、IEC:2012 7 NOTETheloop checkcanactuallybestartedduringtheconstructionphaseoncetherequiredinfrastructurehasbeeninstalled.Figure1 DiagramdepictingtypicalsequenceofeventsforFAT,SATandSITwithrespecttotheprojectmilestonesPrerequisite forFAT-SWcomplete-Systemhookedup-Vendorin-housetestcompletedPrerequisit

34、eforSAT-Shipmentofsystemtosite-Properinstallation-Systemstart-upPrerequisiteforSIT-Systemsproperlyconnected-SATcompleteConstructionPrecommissioningLoopcheckMechanicalCompletionStartupColdcommissioningHotcommissioningCommissioningESD DCSFATESDDCSSATESD/DCSSITProcesscontrolsystemcompletionIEC136/12BS

35、EN 62381:2012Copyright European Committee for Electrotechnical Standardization Provided by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted without license from IHS-,-,- 8 62381 IEC:2012 DCS Subsystem 1 Subsystem n System SAT Communication SIT IEC 137/12 Figure 2 D

36、iagram depicting the relationship for the SAT and SIT between the DCS and subsystems Typical DCS Operator level Process level Rack I/O Field device Hart, etc Process Loop check Loop check Loop check Wiring testWiring testWiring testFAT SAT FAT, partly SAT or SIT Remote I/O Fieldbus Fieldbus device F

37、AT SAT IEC 138/12 Figure 3 Diagram depicting the relationship between the FAT, SAT and SIT with the relevant plant levels BS EN 62381:2012Copyright European Committee for Electrotechnical Standardization Provided by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted

38、without license from IHS-,-,-62381 IEC:2012 9 2 Normative references The following documents, in whole or in part, are normatively referenced in this document and are indispensable for its application. For dated references, only the edition cited applies. For undated references, the latest edition o

39、f the referenced document (including any amendments) applies. None 3 Terms, definitions and abbreviated terms 3.1 Terms and definitions For the purposes of this document, the following terms and definitions apply. 3.1.1 automation system DCS- or PLC-based system for the monitoring and controlling of

40、 production facilities in the process industry, including control systems based on fieldbus technologies 3.1.2 tag unambiguous alphanumerical descriptor which identifies a sensor or actuator 3.1.3 factory acceptance test activity to demonstrate that the vendor system and additionally supplied system

41、s are in accordance with the specification 3.1.4 site acceptance test activity to demonstrate that the installation of the various vendor systems are in accordance with the applicable specifications and installation instructions 3.1.5 site integration test activity to demonstrate that the merging of

42、 the various systems to one overall system is completed and that all components work together as specified 3.1.6 buyer company which is functionally responsible for the automation system purchased from vendor, i.e. either the owner or the contractor 3.1.7 owner company that hired a contractor to bui

43、ld a chemical plant, petrochemical plant, etc. 3.1.8 contractor company which is hired by the owner to design and build a chemical plant, petrochemical plant, etc. NOTE The function of contractor can be fulfilled by the owner. BS EN 62381:2012Copyright European Committee for Electrotechnical Standar

44、dization Provided by IHS under license with CENELECNot for ResaleNo reproduction or networking permitted without license from IHS-,-,- 10 62381 IEC:2012 3.1.9 vendor manufacturer or distributor of the automation system 3.1.10 process industry industry that uses chemical reactions, separations, or mi

45、xing techniques in order to create new products, modify existing products or treat waste and includes the following types of industries: chemical, petrochemical, waste treatment, paper, cement, etc. It does not include such industries as equipment/machine manufacturing or other similar industries. I

46、ndustries which are subject to special requirements and or validation, etc. are also not included. 3.1.11 vendor documentation product describing documents EXAMPLE Datasheets, handbooks, operating manuals and spare part lists of supplied devices or systems. 3.1.12 test report documentation of test s

47、equence and results 3.1.13 test plan overview of tests as provided in the contract 3.1.14 punch list list of all open tasks 3.1.15 loop list tabulated list of all E HMI specification; Loop sheet; Trip point list or SIL3, or none. 4.3 Documents typically prepared by vendor For example, the following

48、documents: Requirement specification; Vendor documents, operating manual, certificates; Structural diagram DCS/PLC, SIS; Cabinet layout drawings; I/O list; Graphic printouts; Configuration printout; In-house test reports; Test plan. 5 Factory acceptance test 5.1 General The FAT shall be performed by the vendor. The buyer should witness the test activities. There may be buyers who want to carry out some parts of the FAT themselves. This has to be laid down on a project-related basis. The F