ANSI ISA 84.00.01 P2-2004 Functional Safety Safety Instrumented Systems for the Process Industry Sector - Part 2 Guidelines for the Application of ANSI ISA-84.00.01-2004 Part 1 - I.pdf

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1、 NOTICE OF COPYRIGHT This is a copyright document and may not be copied or distributed in any form or manner without the permission of ISA. This copy of the document was made for the sole use of the person to whom ISA provided it and is subject to the restrictions stated in ISAs license to that pers

2、on. It may not be provided to any other person in print, electronic, or any other form. Violations of ISAs copyright will be prosecuted to the fullest extent of the law and may result in substantial civil and criminal penalties. STANDARD ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) Functional Safety:

3、Safety Instrumented Systems For the Process Industry Sector Part 2: Guidelines For the Application of ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod) Informative Approved 2 September 2004 ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) Functional Safety: Safety Instrumented Systems for the Process Indust

4、ry Sector Part 2: Guidelines for the Application of ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod) - Informative ISBN: 978-1-55617-920-4 Copyright 2004 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

5、 in a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), without the prior written permission of the Publisher). ISA 67 Alexander Drive P.O. Box 12277 Research Triangle Park, North Carolina 27709 USAISA-84.00.01-2004 Part 2 (

6、IEC 61511-2 Mod) 3 Preface This preface, as well as all footnotes, is included for information purposes and is not part of ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod). This document has been prepared as part of the service of ISA the Instrumentation, Systems, and Automation Society toward a goal of u

7、niformity 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 end, the Society welcomes all comments and criticisms and asks that they be addressed to the Secretary, Standards and Practices Board; ISA; 67 Alex

8、ander 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 and Practices Department is aware of the growing need for attention to the metric system of units in general, and the International System of Unit

9、s (SI) in particular, in the preparation of instrumentation standards. The Department is further aware of the benefits to USA users of ISA standards of incorporating suitable references to the SI (and the metric system) in their business and professional dealings with other countries. Toward this en

10、d, this Department will endeavor to introduce SI-acceptable metric units in all new and revised standards, recommended practices, and technical reports to the greatest extent possible. Standard for Use of the International System of Units (SI): The Modern Metric System, published by the American Soc

11、iety for Testing 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 also participate in this preparation. IEC collaborates closely with the International Organi

12、zation 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 possible, an international consensus of opinion on the relevant subjects since each technical

13、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. While all reasonable efforts are made to ensure that the technical content of IEC Publicatio

14、ns 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 undertake to apply IEC Publications transparently to the maximum extent possible in their national

15、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 provides no marking procedure to indicate its approval and cannot be rendered responsible for any equipment declared to be in

16、conformity with an IEC Publication. 6) All users should ensure that they have the latest edition of 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 f

17、or any personal injury, property damage or other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC Publications. 8) Attention is drawn to the No

18、rmative references cited in this publication. Use of the referenced publications is indispensable 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 res

19、ponsible for identifying any or all such patent rights. International Standard IEC 61511-2 has been prepared by subcommittee 65A: System aspects, of IEC technical committee 65: Industrial-process measurement and control. Copyright 2004 ISA. All rights reserved. 12 ISA-84.00.01-2004 Part 2 (IEC 61511

20、-2 Mod) The text of this standard is based on the following documents: FDIS Report on voting 65A/387A/FDIS 65A/390/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 accordance w

21、ith the ISO/IEC Directives, Part 2. IEC 61511 ANSI/ISA-84.00.01-2004 (IEC 61511 Mod) series has been developed as a process sector implementation of IEC 61508 series. IEC 61511 ANSI/ISA-84.00.01-2004 (IEC 61511 Mod) consists of the following parts, under the general title Functional safety Safety In

22、strumented Systems for the process industry sector (see Figure 1): Part 1: Framework, definitions, system, hardware and software requirements Part 2: Guidelines for the application of IEC 61511-1 ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod)Part 3: Guidance for the determination of the required sa

23、fety integrity levels The committee has decided that the contents of this publication will remain unchanged until 2007. At this date, the publication will be reconfirmed; withdrawn; replaced by a revised edition, or amended. A bilingual version of this standard may be issued at a later date. Copyrig

24、ht 2004 ISA. All rights reserved. ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 13 INTRODUCTION Safety instrumented systems have been used for many years to perform safety instrumented functions in the process industries. If instrumentation is to be effectively used for safety instrumented functions, i

25、t is essential that this instrumentation achieves certain minimum standards. This International Standard addresses the application of safety instrumented systems for the Process Industries. It also deals with the interface between safety instrumented systems and other safety systems in requiring tha

26、t a process hazard and risk assessment be carried out. The safety instrumented system includes sensors, logic solvers and final elements. This International Standard has two concepts, which are fundamental to its application; safety lifecycle and safety integrity levels. The safety lifecycle forms t

27、he central framework which links together most of the concepts in this International Standard. The safety instrumented system logic solvers addressed include Electrical (E)/Electronic (E)/ and Programmable Electronic (PE) technology. Where other technologies are used for logic solvers, the basic pri

28、nciples of this standard may also be applied. This standard also addresses the safety instrumented system sensors and final elements regardless of the technology used. This International Standard is process industry specific within the framework of the IEC 61508 series. This International Standard s

29、ets out an approach for safety lifecycle activities to achieve these minimum standards. This approach has been adopted in order that a rational and consistent technical policy is used. The objective of this standard is to provide guidance on how to comply with IEC 61511-1 ANSI/ISA-84.00.01-2004 Part

30、 1 (IEC 61511-1 Mod).To facilitate use of this standard, the clause and subclause numbers provided are identical to the corresponding normative text in IEC 61511-1 ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod) (excluding the annexes). In most situations, safety is best achieved by an inherently sa

31、fe process design whenever practicable, combined, if necessary, with a number of protective systems which rely on different technologies (for example, chemical, mechanical, hydraulic, pneumatic, electrical, electronic, thermodynamic (for example, flame arrestors), programmable electronic) which mana

32、ge any residual identified risk. Any safety strategy considers each individual safety instrumented system in the context of the other protective systems. To facilitate this approach, this standard requires that a hazard and risk assessment is carried out to identify the overall safety requirements;

33、requires that an allocation of the safety requirements to the safety functions and related safety systems, such as the safety instrumented system(s), is carried out; works within a framework which is applicable to all instrumented methods of achieving functional safety; details the use of certain ac

34、tivities, such as safety management, which may be applicable to all methods of achieving functional safety. This International Standard on safety instrumented systems for the process industry: addresses relevant safety lifecycle stages from initial concept, through design, implementation, operation

35、and maintenance and decommissioning; enables existing or new country specific process industry standards to be harmonized with this standard. Copyright 2004 ISA. All rights reserved. 14 ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) This standard is intended to lead to a high level of consistency (for e

36、xample, of underlying principles, terminology, information) within the process industries. This should have both safety and economic benefits.Copyright 2004 ISA. All rights reserved. ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 15 Clauses 9 and 10Design phase forsafetyInstrumentedsystemsClause 11Desig

37、n phase forsafetyinstrumentedsystem softwareClause 12Allocation of the safety requirements tothe safety instrumented functions anddevelopment of safety requirementsSpecificationDevelopment of the overall safetyrequirements (concept, scope definition,hazard and risk assessment)Clause 8Factory accepta

38、nce testing,installation and commissioning andsafety validation of safetyinstrumented systemsClauses 13, 14, and 15Operation and maintenance,modification and retrofit,decommissioning or disposal ofsafety instrumented systemsClauses 16, 17, and 18SupportPartsTechnicalrequirementsPART 1PART 1PART 1PAR

39、T 1PART 1ReferencesClause 2PART 1Definitions andabbreviationsClause 3PART 1ConformanceClause 4PART 1Management offunctional safetyClause 5PART 1InformationrequirementsClause 19PART 1DifferencesAnnex APART 1Guidelines for theapplication of part 1PART 2Guidance for thedetermination of therequired safe

40、tyintegrity levelsPART 3Safety lifecyclerequirementsClause 6PART 1VerificationClause 7PART 1IEC 1827/03 Figure 1 Overall framework of this standardCopyright 2004 ISA. All rights reserved. This page intentionally left blank. ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 17 FUNCTIONAL SAFETY SAFETY INSTR

41、UMENTED SYSTEMS FOR THE PROCESS INDUSTRY SECTOR Part 2: Guidelines for the application of IEC 61511-1 ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod) 1 Scope IEC 61511-2 ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) provides guidance on the specification, design, installation, operation and mainte

42、nance of Safety Instrumented Functions and related safety instrumented system as defined in IEC 61511-1 ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod). This standard has been organized so that each clause and subclause number herein addresses the same clause number in IEC 61511-1 ANSI/ISA-84.00.01-

43、2004 Part 1 (IEC 61511-1 Mod) (with the exception of the annexes). For existing SIS designed and constructed in accordance with codes, standards, or practices prior to the issue of this standard (e.g., ANSI/ISA-84.01-1996), the owner/operator shall determine that the equipment is designed, maintaine

44、d, inspected, tested, and operating in a safe manner. 2 Normative references No further guidance provided. 3 Terms, Definitions and abbreviations No further guidance provided except for 3.2.68 and 3.2.71 of IEC 61511-1 ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod).3.2.68 A safety function should p

45、revent a specified hazardous event. For example, “prevent the pressure in vessel #ABC456 exceeding 100 bar.” A safety function may be achieved by a) a single safety instrumented system (SIS), or b) one or more safety instrumented systems and/or other layers of protection. In case b), each safety ins

46、trumented system or other layer of protection has to be capable of achieving the safety function and the overall combination has to achieve the required risk reduction (process safety target). 3.2.71 Safety instrumented functions are derived from the safety function, have an associated safety integr

47、ity level (SIL) and are carried out by a specific safety instrumented system (SIS). For example, “close valve #XY123 within 5 s when pressure in vessel #ABC456 reaches 100 bar”. Note that components of a safety instrumented system may be used by more than one safety instrumented function. Copyright

48、2004 ISA. All rights reserved. 18 ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 4 Conformance to this International Standard No further guidance provided. 5 Management of functional safety 5.1 Objective The objective of Clause 5 of IEC 61511-1 ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod) is to provi

49、de requirements for implementing the management activities that are necessary to ensure that the functional safety objectives are met. 5.2 Requirements 5.2.1 General 5.2.1.1 No further guidance provided. 5.2.1.2 When an organization has responsibility for one or more activities necessary for functional safety and that organization works according to quality assurance procedures, then many of these activities described in this clause will already be carried out for the purposes of quality. Where this is the case, it may be unnecessary to repeat the