EN 62682-2015 en Management of alarms systems for the process industries.pdf

1、BSI Standards PublicationManagement of alarms systems for the process industriesBS EN 62682:2015National forewordThis British Standard is the UK implementation of EN 62682:2015. It is identical to IEC 62682:2014.The UK participation in its preparation was entrusted by TechnicalCommittee GEL/65, Meas

2、urement and control, to Subcommittee GEL/65/1,System considerations.A list of organizations represented on this committee can be obtained onrequest to its secretary.This publication does not purport to include all the necessary provisions ofa contract. Users are responsible for its correct applicati

3、on. The British Standards Institution 2015.Published by BSI Standards Limited 2015ISBN 978 0 580 79126 0ICS 13.320; 25.040Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of theStandards Policy and Strategy Commit

4、tee on 28 February 2015.Amendments/corrigenda issued since publicationDate Text affectedBRITISH STANDARDBS EN 62682:2015EUROPEAN STANDARD NORME EUROPENNE EUROPISCHE NORM EN 62682 January 2015 ICS 13.320; 25.040 English Version Management of alarms systems for the process industries (IEC 62682:2014)

5、Gestion de systmes dalarme dans les industries de transformation (IEC 62682:2014) Alarmmanagement in der Prozessindustrie (IEC 62682:2014) This European Standard was approved by CENELEC on 2014-11-19. CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the c

6、onditions 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 or to any CENELEC member. This European Standar

7、d 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 as the official versions. CENELEC members are th

8、e national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Polan

9、d, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom. European Committee for Electrotechnical Standardization Comit Europen de Normalisation Electrotechnique Europisches Komitee fr Elektrotechnische Normung CEN-CENELEC Management Centre: Avenue Marnix 1

10、7, B-1000 Brussels 2015 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members. Ref. No. EN 62682:2015 E BS EN 62682:2015EN 62682:2015 - 2 - Foreword The text of document 65A/704/FDIS, future edition 1 of IEC 62682, prepared by SC 65A “System aspects“

11、of IEC/TC 65 “Industrial-process measurement, control and automation“ was submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN 62682:2015. The following dates are fixed: latest date by which the document has to be implemented at national level by publication of an identical natio

12、nal standard or by endorsement (dop) 2015-08-19 latest date by which the national standards conflicting with the document have to be withdrawn (dow) 2017-11-19 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 sha

13、ll not be held responsible for identifying any or all such patent rights. Endorsement notice The text of the International Standard IEC 62682:2014 was approved by CENELEC as a European Standard without any modification. In the official version, for Bibliography, the following notes have to be added

14、for the standards indicated: IEC 61511 Series NOTE Harmonized as EN 61511 Series (not modified). IEC 61511-1 NOTE Harmonized as EN 61511-1. IEC 62541-9 NOTE Harmonized as EN 62541-9. BS EN 62682:2015 2 IEC 62682:2014 IEC 2014 CONTENTS INTRODUCTION . 11 1 Scope 12 1.1 General applicability 12 1.2 Exc

15、lusions and inclusions 13 1.2.1 Operators 13 1.2.2 Process sensors and final control elements 13 1.2.3 Safety instrumented systems 13 1.2.4 Event data . 13 1.2.5 Alarm identification methods 14 1.2.6 Management of change 14 2 Normative references. 14 3 Terms, definitions, and abbreviations . 14 3.1

16、Terms and definitions 14 3.2 Abbreviations 22 4 Conformance to this standard 22 4.1 Conformance guidance 22 4.2 Existing systems . 23 4.3 Responsibility . 23 5 Alarm system models . 23 5.1 Alarm systems 23 5.2 Alarm management lifecycle 23 5.2.1 Alarm management lifecycle model . 23 5.2.2 Alarm mana

17、gement lifecycle stages 24 5.2.3 Alarm lifecycle entry points . 27 5.2.4 Simultaneous and encompassing stages 27 5.2.5 Alarm management lifecycle loops 27 5.2.6 Alarm management lifecycle stage inputs and outputs 28 5.3 Alarm states 29 5.3.1 Alarm state transition diagram 29 5.3.2 Alarm states. 30 5

18、.3.3 Alarm state transition paths 31 5.4 Alarm response timeline 32 5.4.1 General . 32 5.4.2 Normal (A) . 33 5.4.3 Unacknowledged (B) 33 5.4.4 Acknowledged (C) and response 33 5.4.5 Return-to-normal (D) 34 5.4.6 Consequence threshold 34 5.5 Feedback model of operator-process interaction 34 5.5.1 Gen

19、eral . 34 5.5.2 Detect 35 5.5.3 Diagnose . 35 5.5.4 Respond 35 5.5.5 Performance shaping factors 35 6 Alarm philosophy . 35 BS EN 62682:2015IEC 62682:2014 IEC 2014 3 6.1 Purpose 35 6.2 Alarm philosophy contents . 35 6.2.1 General . 35 6.2.2 Purpose of alarm system 36 6.2.3 Definitions . 37 6.2.4 Ref

20、erences 37 6.2.5 Roles and responsibilities for alarm management . 37 6.2.6 Alarm design principles 37 6.2.7 Rationalization . 37 6.2.8 Alarm class definition . 37 6.2.9 Highly managed alarms 38 6.2.10 HMI design principles . 38 6.2.11 Prioritization method 38 6.2.12 Alarm setpoint determination 39

21、6.2.13 Alarm system performance monitoring 39 6.2.14 Alarm system maintenance . 39 6.2.15 Testing of the alarm system . 39 6.2.16 Approved enhanced and advanced alarming techniques . 39 6.2.17 Alarm documentation . 39 6.2.18 Implementation guidance . 40 6.2.19 Management of change 40 6.2.20 Training

22、 . 40 6.2.21 Alarm history preservation 40 6.2.22 Related site procedures . 40 6.2.23 Specific alarm design considerations 41 6.2.24 Alarm system audit 41 6.3 Alarm philosophy development and maintenance . 41 7 Alarm system requirements specification 41 7.1 Purpose 41 7.2 Recommendations. 42 7.3 Dev

23、elopment . 42 7.4 Systems evaluation . 42 7.5 Customization . 43 7.6 Alarm system requirements testing 43 8 Identification 43 8.1 Purpose 43 8.2 Alarm identification methods 43 8.3 Identification training . 43 9 Rationalization . 43 9.1 Purpose 43 9.2 Rationalization documentation . 44 9.2.1 Rationa

24、lization documentation requirements . 44 9.2.2 Rationalization documentation recommendations 44 9.3 Alarm justification 44 9.3.1 Alarm justification process 44 9.3.2 Justification approach 44 9.3.3 Individual alarm justification . 45 9.3.4 Impact on alarm system . 45 9.4 Alarm setpoint determination

25、 . 45 BS EN 62682:2015 4 IEC 62682:2014 IEC 2014 9.5 Prioritization 45 9.6 Removal . 45 9.7 Classification 46 9.8 Review 46 9.9 Use of documentation 46 10 Detailed design: Basic alarm design . 46 10.1 Purpose 46 10.2 Usage of alarm states . 46 10.2.1 Alarm state triggering . 46 10.2.2 Alarm states a

26、nd other logic functions 46 10.2.3 Alarm suppression and other logic functions . 47 10.3 Alarm types . 47 10.4 Alarm attributes . 47 10.4.1 General . 47 10.4.2 Alarm description . 48 10.4.3 Alarm setpoints 48 10.4.4 Alarm priority . 48 10.4.5 Alarm deadbands . 48 10.4.6 Alarm on-delay and off-delay

27、48 10.5 Programmatic changes to alarm attributes . 49 10.6 Review basic alarm design 49 11 Detailed design: Human-machine interface design for alarm systems 49 11.1 Purpose 49 11.2 HMI functions 49 11.2.1 General . 49 11.2.2 HMI information requirements . 49 11.2.3 HMI functional requirements . 50 1

28、1.2.4 HMI display requirements . 50 11.2.5 Alarm records requirements . 50 11.2.6 Alarm records recommendations 50 11.3 Alarm states indications 50 11.3.1 General . 50 11.3.2 Required alarm state indications . 51 11.3.3 Recommended alarm state indications 51 11.3.4 Audible alarm state indications .

29、52 11.4 Alarm priority indications . 52 11.4.1 General . 52 11.4.2 Alarm priority indication requirements . 52 11.4.3 Colour alarm priority indications requirements 52 11.4.4 Recommended alarm priority indications . 53 11.5 Alarm message indications 53 11.5.1 General . 53 11.5.2 Recommended alarm me

30、ssage indications . 53 11.6 Alarm displays 53 11.6.1 General . 53 11.6.2 Alarm summary display 54 11.6.3 Alarm summary status 55 11.6.4 Alarm log displays 55 11.6.5 Process displays 56 BS EN 62682:2015IEC 62682:2014 IEC 2014 5 11.6.6 Tag detail displays . 56 11.6.7 Other display elements . 56 11.7 A

31、larm shelving 56 11.7.1 General . 56 11.7.2 Alarm shelving functional requirements . 56 11.7.3 Alarm shelving functional recommendations 57 11.7.4 Shelved alarm displays 57 11.8 Out-of-service alarms 57 11.8.1 General . 57 11.8.2 Out-of-service alarm functional requirements 58 11.8.3 Out-of-service

32、alarm displays . 58 11.9 Alarms suppressed by design 58 11.9.1 General . 58 11.9.2 Designed suppression functional requirements . 58 11.9.3 Design suppression functional recommendations 59 11.9.4 Suppressed-by-design displays 59 11.10 Alarm annunciator integration 59 11.10.1 General . 59 11.10.2 Ala

33、rm annunciator integration recommendations . 59 11.10.3 Alarm annunciator display integration recommendations . 60 11.11 Safety alarm HMI 60 11.11.1 General . 60 11.11.2 Independent safety alarm HMI 60 12 Detailed design: Enhanced and advanced alarm methods . 60 12.1 Purpose 60 12.2 Basis of enhance

34、d and advanced alarming 60 12.2.1 General . 60 12.2.2 Effort, manpower requirements and complexity . 60 12.3 Information linking . 61 12.4 Logic-based alarming 61 12.4.1 General . 61 12.4.2 Alarm attribute modification 61 12.4.3 Externally enabled systems 61 12.4.4 Logical alarm suppression and attr

35、ibute modification 61 12.4.5 State-based alarming . 61 12.5 Model-based alarming . 61 12.6 Additional alarming considerations 62 12.6.1 General . 62 12.6.2 Non-control room considerations 62 12.6.3 Remote alarm systems . 62 12.6.4 Supplementary alarm systems 62 12.6.5 Batch process considerations .

36、62 12.7 Training, testing, and auditing systems 63 12.8 Alarm attribute enforcement 63 13 Implementation 63 13.1 Purpose 63 13.2 Implementation planning . 63 13.3 Implementation training . 63 13.3.1 General . 63 BS EN 62682:2015 6 IEC 62682:2014 IEC 2014 13.3.2 Implementation training 63 13.3.3 Impl

37、ementation training requirements . 64 13.3.4 Training documentation requirements for highly managed alarms 64 13.3.5 Training documentation recommendations 64 13.3.6 Implementation training requirements for new or modified alarm systems . 64 13.3.7 Implementation training recommendations for new or

38、modified alarm systems . 64 13.4 Implementation testing and validation 64 13.4.1 General . 64 13.4.2 Implementation testing requirements for highly managed alarms . 64 13.4.3 Implementation testing recommendations for new or modified alarms 65 13.4.4 Implementation testing requirements for new or mo

39、dified alarm systems . 65 13.5 Implementation documentation 65 13.5.1 General . 65 13.5.2 Documentation requirements 65 13.5.3 Implementation documentation recommendations . 65 14 Operation 66 14.1 Purpose 66 14.2 Alarm response procedures . 66 14.2.1 Alarm response procedures requirements . 66 14.2

40、.2 Alarm response procedure recommendations 66 14.3 Alarm shelving 66 14.3.1 Alarm shelving requirements 66 14.3.2 Alarm shelving for highly managed alarms 67 14.3.3 Alarm shelving recommendations . 67 14.3.4 Alarm shelving record requirements 67 14.4 Refresher training for operators . 67 14.4.1 Ref

41、resher training requirements for operators . 67 14.4.2 Refresher training documentation for highly managed alarms 67 14.4.3 Refresher training content for highly managed alarms . 67 14.4.4 Refresher training recommendations for alarms 67 15 Maintenance 68 15.1 Purpose 68 15.2 Periodic alarm testing

42、68 15.2.1 General . 68 15.2.2 Periodic alarm testing requirements 68 15.2.3 Periodic alarm testing for highly managed alarms . 68 15.2.4 Periodic alarm test procedure requirements 68 15.2.5 Periodic alarm test procedure recommendations . 68 15.2.6 Periodic alarm testing recommendations . 69 15.3 Out

43、-of-service alarms 69 15.3.1 General . 69 15.3.2 Out-of-service process requirements 69 15.3.3 Out-of-service highly managed alarms 69 15.3.4 Out-of-service process recommendations . 69 15.3.5 Requirements for returning alarms to service 69 15.4 Equipment repair . 69 15.5 Equipment replacement . 70

44、BS EN 62682:2015IEC 62682:2014 IEC 2014 7 15.6 Refresher training for maintenance 70 15.6.1 General requirements . 70 15.6.2 Refresher training requirements for highly managed alarms 70 15.6.3 Refresher training recommendations for alarms 70 16 Monitoring and assessment . 70 16.1 Purpose 70 16.2 Req

45、uirements 70 16.3 Monitoring, assessment, audit, and benchmark 70 16.4 Alarm system monitoring . 71 16.5 Alarm system performance metrics 71 16.5.1 General . 71 16.5.2 Average alarm rate per operator console 71 16.5.3 Peak alarm rate per operator console . 72 16.5.4 Alarm floods. 72 16.5.5 Frequentl

46、y occurring alarms . 73 16.5.6 Chattering and fleeting alarms 73 16.5.7 Stale alarms. 73 16.5.8 Annunciated alarm priority distribution 73 16.5.9 Alarm priority distribution . 74 16.6 Unauthorized alarm suppression 74 16.7 Alarm attribute monitoring . 74 16.8 Reporting of alarm system analyses 74 16

47、.9 Alarm performance metric summary . 74 17 Management of change 75 17.1 Purpose 75 17.2 Changes subject to management of change . 75 17.3 Change documentation requirements . 76 17.4 Change documentation recommendations 76 17.5 Alarm removal recommendations . 76 17.6 Alarm attribute modification rec

48、ommendations . 76 18 Audit . 77 18.1 Purpose 77 18.2 Benchmark 77 18.2.1 General . 77 18.2.2 Initial audit or benchmark requirements 77 18.3 Audit interviews . 77 18.4 Audit recommendations . 77 18.5 Action plans 78 Bibliography . 79 Figure 1 Alarm system dataflow 13 Figure 2 Alarm management lifecy

49、cle . 24 Figure 3 Alarm state transition diagram 29 Figure 4 Alarm response timeline . 33 Figure 5 Feedback model of operator-process interaction . 35 Table 1 Alarm management lifecycle stage inputs and outputs 28 BS EN 62682:2015 8 IEC 62682:2014 IEC 2014 Table 2 Alarm states 31 Table 3 Required and recommended alarm philosophy content . 36 Table 4 Recommended alarm state indications . 52 Table 5 Average alarm rates 72 Table 6 Annunciated alarm priority distribution . 73 Table 7 Recommended alarm perfor