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 - Inform.pdf

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1、 AMERICAN NATIONAL STANDARD ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 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 (IEC 61511-1 Mod) Informative Approved 2 September 2004 ANSI/ISA-84.00.01

2、-2004 Part 2 (IEC 61511-2 Mod) 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 (IEC 61511-1 Mod) - Informative ISBN: 978-1-55617-920-4 Copyright 2004 by IEC and ISA. All rights reserved. Not for re

3、sale. 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, recording, or otherwise), without the prior written permission of the Publisher). ISA 67 Alexa

4、nder Drive P.O. Box 12277 Research Triangle Park, North Carolina 27709 USAANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 3 Preface This preface, as well as all footnotes, is included for information purposes and is not part of ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod). This document has been

5、prepared as part of the service of ISA the Instrumentation, Systems, and Automation Society 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 end, the Society welcomes all comment

6、s 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 and Practices Department is aware of

7、 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 incorporating suitable references to t

8、he 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 the greatest extent possible. Stand

9、ard for Use of the International System of Units (SI): The Modern Metric System, published by the American Society for Testing any IEC National Committee interested in the subject dealt with may participate in this preparatory work. International, governmental and non-governmental organizations liai

10、sing with the IEC also 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 expres

11、s, as nearly as possible, 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 Committe

12、es in that sense. While all reasonable efforts are made to ensure that the technical content 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

13、Committees undertake to apply IEC Publications 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 provides no mark

14、ing procedure to indicate its approval and cannot be rendered responsible for any equipment declared to be in 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, servant

15、s 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 indirect, or for costs (including legal fees) and expenses arising out of the publication,

16、 use of, or reliance upon, this IEC Publication or any other IEC Publications. 8) Attention is drawn to the Normative 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 th

17、at 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 61511-2 has been prepared by subcommittee 65A: System aspects, of IEC technical committee 65: Industrial-pr

18、ocess measurement and control. Copyright 2004 ISA. All rights reserved. 12 ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 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 c

19、an be found in the report on voting indicated in the above table. This publication has been drafted in accordance with 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

20、-84.00.01-2004 (IEC 61511 Mod) consists of the following parts, under the general title Functional safety Safety Instrumented 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 I

21、EC 61511-1 ANSI/ISA-84.00.01-2004 Part 1 (IEC 61511-1 Mod)Part 3: Guidance for the determination of the required safety 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; rep

22、laced by a revised edition, or amended. A bilingual version of this standard may be issued at a later date. Copyright 2004 ISA. All rights reserved. ANSI/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 instrumente

23、d functions in the process industries. If instrumentation is to be effectively used for safety instrumented functions, it is essential that this instrumentation achieves certain minimum standards. This International Standard addresses the application of safety instrumented systems for the Process In

24、dustries. It also deals with the interface between safety instrumented systems and other safety systems in requiring that 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 concep

25、ts, which are fundamental to its application; safety lifecycle and safety integrity levels. The safety lifecycle forms the central framework which links together most of the concepts in this International Standard. The safety instrumented system logic solvers addressed include Electrical (E)/Electro

26、nic (E)/ and Programmable Electronic (PE) technology. Where other technologies are used for logic solvers, the basic principles 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 Interna

27、tional Standard is process industry specific within the framework of the IEC 61508 series. This International Standard sets 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 u

28、sed. The objective of this standard is to provide guidance on how to comply with IEC 61511-1 ANSI/ISA-84.00.01-2004 Part 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-84.00.0

29、1-2004 Part 1 (IEC 61511-1 Mod) (excluding the annexes). In most situations, safety is best achieved by an inherently safe process design whenever practicable, combined, if necessary, with a number of protective systems which rely on different technologies (for example, chemical, mechanical, hydraul

30、ic, pneumatic, electrical, electronic, thermodynamic (for example, flame arrestors), programmable electronic) which manage any residual identified risk. Any safety strategy considers each individual safety instrumented system in the context of the other protective systems. To facilitate this approac

31、h, this standard requires that a hazard and risk assessment is carried out to identify the overall safety requirements; 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

32、 framework which is applicable to all instrumented methods of achieving functional safety; details the use of certain activities, such as safety management, which may be applicable to all methods of achieving functional safety. This International Standard on safety instrumented systems for the proce

33、ss industry: addresses relevant safety lifecycle stages from initial concept, through design, implementation, operation and maintenance and decommissioning; enables existing or new country specific process industry standards to be harmonized with this standard. Copyright 2004 ISA. All rights reserve

34、d. 14 ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) This standard is intended to lead to a high level of consistency (for example, of underlying principles, terminology, information) within the process industries. This should have both safety and economic benefits.Copyright 2004 ISA. All rights re

35、served. ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 15 Clauses 9 and 10Design phase forsafetyInstrumentedsystemsClause 11Design phase forsafetyinstrumentedsystem softwareClause 12Allocation of the safety requirements tothe safety instrumented functions anddevelopment of safety requirementsSpecif

36、icationDevelopment of the overall safetyrequirements (concept, scope definition,hazard and risk assessment)Clause 8Factory acceptance testing,installation and commissioning andsafety validation of safetyinstrumented systemsClauses 13, 14, and 15Operation and maintenance,modification and retrofit,dec

37、ommissioning or disposal ofsafety instrumented systemsClauses 16, 17, and 18SupportPartsTechnicalrequirementsPART 1PART 1PART 1PART 1PART 1ReferencesClause 2PART 1Definitions andabbreviationsClause 3PART 1ConformanceClause 4PART 1Management offunctional safetyClause 5PART 1InformationrequirementsCla

38、use 19PART 1DifferencesAnnex APART 1Guidelines for theapplication of part 1PART 2Guidance for thedetermination of therequired safetyintegrity levelsPART 3Safety lifecyclerequirementsClause 6PART 1VerificationClause 7PART 1IEC 1827/03 Figure 1 Overall framework of this standardCopyright 2004 ISA. All

39、 rights reserved. This page intentionally left blank. ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 17 FUNCTIONAL SAFETY SAFETY INSTRUMENTED 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 615

40、11-2 ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) provides guidance on the specification, design, installation, operation and maintenance 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 standar

41、d has been organized so that each clause and subclause number herein addresses the same clause number in IEC 61511-1 ANSI/ISA-84.00.01-2004 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

42、to the issue of this standard (e.g., ANSI/ISA-84.01-1996), the owner/operator shall determine that the equipment is designed, maintained, inspected, tested, and operating in a safe manner. 2 Normative references No further guidance provided. 3 Terms, Definitions and abbreviations No further guidance

43、 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 prevent 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

44、instrumented system (SIS), or b) one or more safety instrumented systems and/or other layers of protection. In case b), each safety instrumented 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 reducti

45、on (process safety target). 3.2.71 Safety instrumented functions are derived from the safety function, have an associated safety integrity 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 reach

46、es 100 bar”. Note that components of a safety instrumented system may be used by more than one safety instrumented function. Copyright 2004 ISA. All rights reserved. 18 ANSI/ISA-84.00.01-2004 Part 2 (IEC 61511-2 Mod) 4 Conformance to this International Standard No further guidance provided. 5 Manage

47、ment 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 provide requirements for implementing the management activities that are necessary to ensure that the functional safety objectives are met. 5.2 Requirements 5.2.1 Ge

48、neral 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

49、 out for the purposes of quality. Where this is the case, it may be unnecessary to repeat these activities for the purposes of functional safety. In such cases, the quality assurance procedures should be reviewed to establish that they are suitable so that the objectives of functional safety will be achieved. 5.2.2 Organization and resources 5.2.2.1 The organizational structure associated with safety instrumented systems within a Company/Site/Plant/Project should be defined and the roles and responsibilities of each element clearly understood and commu