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ISA 62382-2012 Automation Systems in the Process Industry Electrical and Instrumentation Loop Check.pdf

1、 AMERICAN NATIONAL STANDARD ANSI/ISA-62382-2012 (IEC 62382 Modified) Automation Systems in the Process Industry Electrical and Instrumentation Loop Check Approved 5 June 2012 ANSI/ISA-62382-2012 (IEC 62382 Modified) Automation Systems in the Process Industry Electrical and Instrumentation Loop Check

2、 ISBN: 978-1-937560-51-5 Copyright 2012 by IEC and ISA. All rights reserved. Not for resale. Printed in the United States of America. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic mechanical, photocopying, recordin

3、g, or otherwise), without the prior written permission of the Publisher. ISA 67 Alexander Drive P.O. Box 12277 Research Triangle Park, North Carolina 27709 USA - 3 - ANSI/ISA-62382-2012 (IEC 62382 Modified) Preface This preface, as well as all footnotes and annexes, is included for information purpo

4、ses and is not part of ANSI/ISA-62382-2012 (IEC 62382 Modified). This document has been prepared as part of the service of ISA toward a goal of uniformity in the field of instrumentation. To be of real value, this document should not be static but should be subject to periodic review. Toward this en

5、d, the Society welcomes all comments and criticisms and asks that they be addressed to the Secretary, Standards and Practices Board; ISA; 67 Alexander Drive; P. O. Box 12277; Research Triangle Park, NC 27709; Telephone (919) 549-8411; Fax (919) 549-8288; E-mail: standardsisa.org. The ISA Standards a

6、nd Practices Department is aware of the growing need for attention to the metric system of units in general, and the International System of Units (SI) in particular, in the preparation of instrumentation standards. The Department is further aware of the benefits to USA users of ISA standards of inc

7、orporating suitable references to the SI (and the metric system) in their business and professional dealings with other countries. Toward this end, this Department will endeavor to introduce SI-acceptable metric units in all new and revised standards, recommended practices, and technical reports to

8、the greatest extent possible. IEEE/ASTM SI 10, American National Standard for Metric Practice, and future revisions, will be the reference guide for definitions, symbols, abbreviations, and conversion factors. It is the policy of ISA to encourage and welcome the participation of all concerned indivi

9、duals and interests in the development of ISA standards, recommended practices, and technical reports. Participation in the ISA standards-making process by an individual in no way constitutes endorsement by the employer of that individual, of ISA, or of any of the standards, recommended practices, a

10、nd technical reports that ISA develops. CAUTION ISA DOES NOT TAKE ANY POSITION WITH RESPECT TO THE EXISTENCE OR VALIDITY OF ANY PATENT RIGHTS ASSERTED IN CONNECTION WITH THIS DOCUMENT, AND ISA DISCLAIMS LIABILITY FOR THE INFRINGEMENT OF ANY PATENT RESULTING FROM THE USE OF THIS DOCUMENT. USERS ARE A

11、DVISED THAT DETERMINATION OF THE VALIDITY OF ANY PATENT RIGHTS, AND THE RISK OF INFRINGEMENT OF SUCH RIGHTS, IS ENTIRELY THEIR OWN RESPONSIBILITY. PURSUANT TO ISAS PATENT POLICY, ONE OR MORE PATENT HOLDERS OR PATENT APPLICANTS MAY HAVE DISCLOSED PATENTS THAT COULD BE INFRINGED BY USE OF THIS DOCUMEN

12、T AND EXECUTED A LETTER OF ASSURANCE COMMITTING TO THE GRANTING OF A LICENSE ON A WORLDWIDE, NON-DISCRIMINATORY BASIS, WITH A FAIR AND REASONABLE ROYALTY RATE AND FAIR AND REASONABLE TERMS AND CONDITIONS. FOR MORE INFORMATION ON SUCH DISCLOSURES AND LETTERS OF ASSURANCE, CONTACT ISA OR VISIT WWW.ISA

13、.ORG/STANDARDSPATENTS. OTHER PATENTS OR PATENT CLAIMS MAY EXIST FOR WHICH A DISCLOSURE OR LETTER OF ASSURANCE HAS NOT BEEN RECEIVED. ISA IS NOT RESPONSIBLE FOR IDENTIFYING PATENTS OR PATENT APPLICATIONS FOR WHICH A LICENSE MAY BE REQUIRED, FOR CONDUCTING INQUIRIES INTO THE LEGAL VALIDITY OR SCOPE OF

14、 PATENTS, OR DETERMINING WHETHER ANY LICENSING TERMS OR CONDITIONS PROVIDED IN CONNECTION WITH SUBMISSION OF A LETTER OF ASSURANCE, IF ANY, OR IN ANY LICENSING AGREEMENTS ARE REASONABLE OR NON-DISCRIMINATORY. ISA REQUESTS THAT ANYONE REVIEWING THIS DOCUMENT WHO IS AWARE OF ANY PATENTS THAT MAY IMPAC

15、T IMPLEMENTATION OF THE DOCUMENT NOTIFY THE ISA STANDARDS AND PRACTICES DEPARTMENT OF THE PATENT AND ITS OWNER. ANSI/ISA-62382-2012 (IEC 62382 Modified) - 4 - ADDITIONALLY, THE USE OF THIS DOCUMENT MAY INVOLVE HAZARDOUS MATERIALS, OPERATIONS OR EQUIPMENT. THE DOCUMENT CANNOT ANTICIPATE ALL POSSIBLE

16、APPLICATIONS OR ADDRESS ALL POSSIBLE SAFETY ISSUES ASSOCIATED WITH USE IN HAZARDOUS CONDITIONS. THE USER OF THIS DOCUMENT MUST EXERCISE SOUND PROFESSIONAL JUDGMENT CONCERNING ITS USE AND APPLICABILITY UNDER THE USERS PARTICULAR CIRCUMSTANCES. THE USER MUST ALSO CONSIDER THE APPLICABILITY OF ANY GOVE

17、RNMENTAL REGULATORY LIMITATIONS AND ESTABLISHED SAFETY AND HEALTH PRACTICES BEFORE IMPLEMENTING THIS DOCUMENT. THE USER OF THIS DOCUMENT SHOULD BE AWARE THAT THIS DOCUMENT MAY BE IMPACTED BY ELECTRONIC SECURITY ISSUES. THE COMMITTEE HAS NOT YET ADDRESSED THE POTENTIAL ISSUES IN THIS VERSION. The fol

18、lowing people served as voting members of ISA Committee ISA105: NAME COMPANY J. Federlein, Chair Federlein any IEC National Committee interested in the subject dealt with may participate in this preparatory work. International, governmental and non-governmental organizations liaising with the IEC al

19、so participate in this preparation. IEC collaborates closely with the International Organization for Standardization (ISO) in accordance with conditions determined by agreement between the two organizations. 2) The formal decisions or agreements of IEC on technical matters express, as nearly as poss

20、ible, an international consensus of opinion on the relevant subjects since each technical committee has representation from all interested IEC National Committees. 3) IEC Publications have the form of recommendations for international use and are accepted by IEC National Committees in that sense. Wh

21、ile all reasonable efforts are made to ensure that the technical c ontent of IEC Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any misinterpretation by any end user. 4) In order to promote international uniformity, IEC National Committees undertak

22、e to apply IEC Publicat ions transparently to the maximum extent possible in their national and regional publications. Any divergence between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in the latter. 5) IEC itself does not provide any attest

23、ation of conformity. Independent certification bodies provide conformity assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any services carried out by independent certification bodies. 6) All users should ensure that they have the latest edition of

24、 this publication. 7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and members of its technical committees and IEC National Committees for any personal injury, property damage or other damage of any nature whatsoever, whether direct or

25、 indirect, or for costs (including legal fees) and expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any ot her IEC Publications. 8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is indispensable

26、for the correct application of this publication. 9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of patent rights. IEC shall not be held responsible for identifying any or all such patent rights. International Standard IEC 62382 has been

27、prepared by subcommittee 65E: Devices and integration in enterprise systems, of IEC technical committee 65: Industrial-process measurement, control and automation. This second edition cancels and replaces the first edition published in 2006. This edition constitutes a technical revision. The main ch

28、anges with respect to the previous edition are listed below: The definitions of the documents mentioned in the standards are in accordance with IEC 62708 “Documents for Electrical and Instrumentation Projects in the Process Industry”. Chapter 6.3 has been revised. The text of this standard is based

29、on the following documents: ANSI/ISA-62382-2012 (IEC 62382 Modified) - 10 - FDIS Report on voting 65E/386/FDIS 65E/395/RVD Full information on the voting for the approval of this standard can be found in the report on voting indicated in the above table. This publication has been drafted in accordan

30、ce with the ISO/IEC Directives, Part 2. The committee has decided that the contents of this publication will remain unchanged until the stability date1 indicated on the IEC web site under “http:/webstore.iec.ch“ in the data related to the specific publication. At this date, the publication will be r

31、econfirmed, withdrawn, replaced by a revised edition, or amended. This publication contains attached files in the form of Excel files. These files are intended to be used as a complement and do not form an integral part of the standard. _ 1 The National Committees are requested to note that for this

32、 publication the stability date is 2016. - 11 - ANSI/ISA-62382-2012 (IEC 62382 Modified) INTRODUCTION The inspection and verification of the individual measurements and controls in conjunction with the control systems used to monitor these devices (DCS, PLC, etc.) is referred to as loop check. In in

33、dustry, numerous methods and philosophies are used to check the instrumentation and controls after mechanical installation within projects for modified or new facilities. This standard was created to provide a better understanding of what loop check consists of and also to provide a standard methodo

34、logy for executing a loop check. The annexes of this standard contain forms which may be used in the check procedures. Buyers of this publication may copy these forms for their own purposes only in the required amount. This page intentionally left blank. - 13 - ANSI/ISA-62382-2012 (IEC 62382 Modifie

35、d) AUTOMATION SYSTEMS IN THE PROCESS INDUSTRY- ELECTRICAL AND INSTRUMENTATION LOOP CHECK 1 Scope 1.1 General applicability This standard defines procedures and specifications for loop check, which comprises the activities between the completion of the loop construction (including installation and po

36、int-to-point checks) and the start-up of cold commissioning. This standard is applicable for the construction of new plants and for expansion/retrofits (i.e. revamping) of E the delivered instrumentation and associated equipment; and their installation. The main loop-related activities in the commis

37、sioning phase are loop tuning and verification of all other loop operations and control schemes. 5 Loop check content 5.1 Included activities The loop check includes the following elements of a “loop“: Hardware components: check of functionality and interoperability of: o All loop components, locate

38、d in the field, control room, or other rooms (e.g. rack room), their configuration and their interconnection o Input and output cards of the control system o Connections of the loop to other systems Software check the configuration and functionality of: IEC 2057/06 ANSI/ISA-62382-2012 (IEC 62382 Mod

39、ified) - 18 - o Faceplate and graphics o Alarms o Control (control algorithm, direct/reverse setting, advanced control scheme) o Interlocking The loop check uses the basic graphics/faceplates of the control system (see Figure 2). Note that inputs and outputs may be connected not only to the BPCS but

40、 also to the SIS or other subsystems. They all are monitored and displayed to the operator on the BPCS 5.1.1 The actual loop check involves the three following phases (see details in chapter 6): a) Documentation check Check for the completeness and consistency of loop documents, including any docume

41、nts from the installation or FAT b) Installation check Visual inspection of loop devices for correct installation and tagging c) Functional check All loop components (hardware and software) are checked for proper configuration and operation 1) Check of the operational configuration is completed duri

42、ng cold commissioning or hot commissioning. Figure 2 Loop components 5.1.2 During the loop check, the following three types of deficiencies can be found: a) Installation failures IEC 2058/06 - 19 - ANSI/ISA-62382-2012 (IEC 62382 Modified) Discrepancies with the specified hardware or the installation

43、 (incorrect installation, incorrect instruments, etc.). The construction contractor should resolve these problems. b) Configuration failures Discrepancies between the software configuration and the software functional specification. The entity responsible for the control system programming should re

44、solve these problems. c) Engineering failures Discrepancies to be suspected when, despite installation of the designated instruments in accordance with the applicable drawings, the desired functionality cannot be realized (for example, due to an incorrect drawing, specification, etc.) The entity res

45、ponsible for the engineering on the project should resolve these problems. Additional deficiencies might be in the process design, but this can only be determined after process start-up. 5.2 Activities excluded The loop check does not include: Test activities possible without construction being comp

46、leted: o Software testing using simulation tools o Other factory acceptance tests performed at the contractor or vendors factories Other software checkout activities (FAT, etc.) Detailed construction and mechanical inspections performed during the construction phase: o Cable testing during construct

47、ion (Hipot, Meggering et al.); o Point-to-point wiring checks; Testing of the internal workings of package units (i.e. process subunits, machinery, complex analyzers, etc.) is excluded. Only the I/O testing of this equipment is included in the loop check; Validation of Safety Instrumented Systems Ac

48、tivities belonging to the commissioning phase: tuning of loops, instruments and control schemes (for example, calibrating of level transmitters by filling tanks; verification of complex control schemes; tuning of continuous control schemes; etc.). 6 Loop check procedure 6.1 Loop check planning Loop

49、check planning begins with a complete list of all loops to be checked. These may be newly installed loops or existing loops that are being modified. The test(s) to be performed on each loop and the acceptance criteria must then be established. Annex A provides some examples of loop tests that may assist the user in developing a specific loop test plan for the loops on the project. All associated documentation for the loops to be checked should be assembled. This may include: Instrument index providing pertinent information for all in

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