ISA TR108 1-2015 Intelligent Device Management Part 1 Concepts and Terminology.pdf

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1、 TECHNICAL REPORT ISA-TR108.1-2015 Intelligent Device Management Part 1: Concepts and Terminology Approved 16 June 2015 ISA-TR108.1-2015, Intelligent Device Management Part 1: Concepts and Terminology ISBN: 978-1-941546-52-9 Copyright 2015 by ISA. All rights reserved. Not for resale. Printed in the

2、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 Alexander Drive P.O. Box 122

3、77 Research Triangle Park, North Carolina 27709 - 3 - ISA-TR108.1-2015 Preface This preface, as well as all footnotes and annexes, is included for information purposes and is not part of ISA-TR108.1-2015. This document has been prepared as part of the service of ISA toward a goal of uniformity in th

4、e 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 Alexander Drive; P.

5、 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 Units (SI) in parti

6、cular, 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 end, this Departm

7、ent will endeavor to introduce SI-acceptable metric units in all new and revised standards, recommended practices, and technical reports to the greatest extent possible. IEEE/ASTM SI 10, American National Standard for Metric Practice, and future revisions, will be the reference guide for definitions

8、, symbols, abbreviations, and conversion factors. It is the policy of ISA to encourage and welcome the participation of all concerned individuals and interests in the development of ISA standards, recommended practices, and technical reports. Participation in the ISA standards-making process by an i

9、ndividual in no way constitutes endorsement by the employer of that individual, of ISA, or of any of the standards, recommended practices, and 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 CONNEC

10、TION WITH THIS DOCUMENT, AND ISA DISCLAIMS LIABILITY FOR THE INFRINGEMENT OF ANY PATENT RESULTING FROM THE USE OF THIS DOCUMENT. USERS ARE ADVISED THAT DETERMINATION OF THE VALIDITY OF ANY PATENT RIGHTS, AND THE RISK OF INFRINGEMENT OF SUCH RIGHTS, IS ENTIRELY THEIR OWN RESPONSIBILITY. PURSUANT TO I

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12、ND FAIR AND REASONABLE TERMS AND CONDITIONS. FOR MORE INFORMATION ON SUCH DISCLOSURES AND LETTERS OF ASSURANCE, CONTACT ISA OR VISIT WWW.ISA.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

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15、VE HAZARDOUS MATERIALS, OPERATIONS OR EQUIPMENT. THE DOCUMENT CANNOT ANTICIPATE ALL POSSIBLE ISA-TR108.1-2015 - 4 - 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 A

16、ND APPLICABILITY UNDER THE USERS PARTICULAR CIRCUMSTANCES. THE USER MUST ALSO CONSIDER THE APPLICABILITY OF ANY GOVERNMENTAL REGULATORY LIMITATIONS AND ESTABLISHED SAFETY AND HEALTH PRACTICES BEFORE IMPLEMENTING THIS DOCUMENT. The following people served as members of ISA Committee ISA108. NAME COMP

17、ANY Voting members K. Demachi, Co-Chair Yokogawa Electric Corp. H. E. Storey, Co-Chair Herman Storey Consulting, LLC I. Verhappen, Managing Director Orbis Engineering Field Services Ltd. R. H. Caro CMC Associates N. Garrett Beamex Group R. P. Gul Shell Global Solutions S. N. Hokeness Emerson Process

18、 Management K. P. Lindner Endress+Hauser Process Solutions AG C. Micallef CJM Consulting Inc. B. A. Neal Consultant R. OBrien ARC Advisory Group K. Onodera Yokogawa Electric Corp. T. Petty Fieldbus Foundation G. H. Phan Chevron J. D. Rezabek Ashland H. Sasajima Azbil Corporation N. M. Shah ABB GmbH

19、Alternate Jonas Berge Emerson Process Management Information members A. D. Acharya GE Energy E. Adams BP Products North America G. A. Aguilar Celanese A. S. Ajmeri Yokogawa Electric Corp. R. Arias California Polytechnic at Pomona P. C. Aryamane Bechtel U. Atsuki Fuji Electric H. S. Balhareth Saudi A

20、ramco K. L. Beatty Flowserve Corp. R. S. Bhojani BP W. H. Bosler Texas Consultants Inc. D. Brand Endress + Hauser Process Solutions AG P. E. Brett Honeywell Inc. S. Bump Schneider Electric A. Cala Schneider Electric M. Carlson FDT Group North America D. L. Carnahan Rockwell Automation Advanced Tech

21、J. Chainani BP S. Dasani Suncor Energy Inc. G. Dehler Shell Global Solutions Canada B. M. Dumortier Schneider Electric - 5 - ISA-TR108.1-2015 G. Ellwood North West Red Water Partnership E. Espy Beamex Inc. T. Fiske Yokogawa Electric Corp. S. R. Foos Rockwell Automation G. Gardner Fluke Corporation G

22、. F. Gaykovich Institute for Information Transmission Problems C. George BusCorp Inc. I. H. Gibson Consultant G. A. Gomez Universidad Nacional de Cordoba D. M. Gray Mettler-Toledo Thornton Inc. G. S. Haines Sherwin-Williams S. Iftikhar Honeywell Process Solutions C. M. Johnson DuPont A. Kaelble Solu

23、tia Inc. J. A. Kaulfersch Pepperl+Fuchs Inc. T. Kawai Azbil North America Research and Development Inc. J. C. Kirsch Spartan Controls Syncrude U. Klingler Marathon Petroleum S. K. Kolavi Honeywell S. Kondo Fuji Electric Co Ltd. C. Kraivichien Rayong Engineering 2) control devices, which are in the l

24、evel 2 of IEC 62264 functional hierarchy, such as PLCs, data acquisition subsystems. Dedicated HMI devices; 3) other associated devices such as RTUs, managed industrial network routers, converters and gateways 3.1.32 intelligent device management IDM coordinated activities (3.1.1) of an organization

25、 to realize value from intelligent devices (3.1.31) Note 1 to entry: IDM is used to achieve setup (provisioning, engineering, configuration and calibration), optimization, diagnostics, maintenance and disposal of intelligent devices over the facility lifecycle based on an asset management system SOU

26、RCE: definition of “asset management” by ISO 55001, modified assets is replaced with intelligent devices. Notes to entry were added. 3.1.33 intelligent device management program IDM program set of interrelated or interacting work processes (3.1.58) for achieving a particular objective defined by int

27、elligent device management (3.1.32) 3.1.34 lifecycle finite set of generic phases and steps a system can go through over its entire life history SOURCE: ISO 15704, modified “may” was replaced with “can” 17 ISA-TR108.1-2015 3.1.35 maintenance activity (3.1.1) consists of all technical and administrat

28、ive actions, including supervisory actions, intended to retain an item in, or restore it to, a state in which it can perform a required function SOURCE: ISO 14224, modified “combination” was replaced with “activity consists” 3.1.36 management of change process (3.1.58) of controlling and documenting

29、 any change in a system to maintain the proper operation of the equipment under control Note 1 to entry: “change management“ is a synonym of “management of change“ SOURCE: IEC 62443-2-1, modified term was replaced with “man agement of change“ 3.1.37 management program activity that manages a group o

30、f related projects and/or work processes in a way that provides benefits and control not available by managing each activity individually and independently 3.1.38 normal operation operation of apparatus conforming electrically and mechanically with its design specification and used within the limits

31、 specified by the apparatus manufacturer SOURCE: IEC 60050-426, modified “apparatus” was added 3.1.39 notification audible and/or visible means of indicating something 3.1.40 off-line diagnostics diagnostics (3.1.17) which is performed while device (3.1.16) is out-of-service 3.1.41 on-line diagnosti

32、cs diagnostics (3.1.17) which is performed while device (3.1.16) is in-service 3.1.42 operator person who monitors and makes changes to the process SOURCE: IEC 62682 3.1.43 overt fault fault (3.1.25) in relation to hardware and software, detected by the diagnostic tests, proof tests, operator interv

33、ention (for example physical inspection and manual tests), or through normal operation EXAMPLE These adjectives are used in detected fault and detected failure. NOTE A dangerous failure detected by a diagnostic test is a revealed failure and can be considered a safe failure only if effective measure

34、s, automatic or manual, are taken. SOURCE: IEC 61508-4, ed. 2.0 (2010-04) ISA-TR108.1-2015 18 3.1.44 procedure sequence of tasks (3.1.52) with a defined beginning and end that is intended to accomplish a specific objective 3.1.45 product lifecycle period of time over which a device (3.1.16) with a s

35、pecific model code is developed, brought to market and eventually removed from the market 3.1.46 prompt notification (3.1.39) that requires the operator (3.1.42) to take an action that is part of normal operation (3.1.38). 3.1.47 risk combination of the probability of occurrence of harm and the seve

36、rity of that harm SOURCE: ISO/IEC Guide 51: 1999 3.1.48 risk assessment overall process comprising a risk analysis (3.1.49) and a risk evaluation SOURCE: ISO/IEC Guide 51 3.1.49 risk analysis systematic use of available information to identify hazards and to estimate the risk (3.1.47) SOURCE: ISO/IE

37、C Guide 51 3.1.50 risk management process (3.1.58) of identifying and applying countermeasures commensurate with the value of the assets protected, based on a risk analysis (3.1.49) SOURCE: IEC 62443-1-1 3.1.51 status notification notification (3.1.39) that helps provide the operator (3.1.42) situat

38、ional awareness, is part of normal operation (3.1.38) and does not require operator action 3.1.52 task single piece of work that needs to be done and does not have interacting elements requiring management SOURCE: IEC 62304, modified “a” was deleted, “and does not have interacting elements requiring

39、 management” was added 3.1.53 template set of predefined parameters which characterize a make and model of a device (3.1.16) for a particular type of application prepared by the device vendor 19 ISA-TR108.1-2015 3.1.54 testing technical operation that consists of the determination of one or more cha

40、racteristics of intelligent device (3.1.31) according to a specified procedure (3.1.44) 3.1.55 typical configuration set of predefined parameters which characterize a make and model of a device for a particular type of application for a particular facility prepared by the personnel performing the ho

41、st system configuration 3.1.56 toolkit set of the typical configuration data and management tools and work processes (3.1.58) for integrating intelligent devices with host systems 3.1.57 turnaround scheduled event wherein a facility (3.1.20) is taken off-line for maintenance (3.1.35) EXAMPLE: planne

42、d shutdown 3.1.58 work process process set of interrelated or interacting procedure(s) (3.1.44) which transforms inputs into outputs SOURCE: ISO 9000, ISO 55000, modified “activities” was replaced with “procedures” 3.2 Abbreviations and acronyms CMMS computerized maintenance management system DCS Di

43、stributed Control System DD Device Description EPC Engineering Procurement Construction FAT Factory Acceptance Test HMI Human Machine Interface IDM Intelligent Device Management IAM Institute of Asset Management KPI Key Performance Indicator LCM LifeCycle Management MOC Management of Change RAM Risk

44、 Assessment Matrix RTU Remote Terminal Unit SAT Site Acceptance Test SIS Safety Instrumented System SIT Site Integration Test SME Subject Matter Expert PAM Plant Asset Management PLC Program Logic Controller ISA-TR108.1-2015 20 PV Process Value P therefore leaving personnel free to optimize existing

45、 processes in order to improve safety and efficiency of the plant process. If IDM is implemented appropriately, technicians do not have to go to the intelligent device to get relevant information. Instead, information is provided directly to software tools that use the information such as DCSs (Dist

46、ributed Control Systems), asset management systems, and other applications. 5 IDM Structure 5.1 Introduction IDM requires a complex set of interactive and interdependent activities. To accomplish IDM goals, the management of these activities requires formal structure and the structure needs to be cl

47、early documented. This document will present structures in conceptual form. This clause will provide an introduction to the structures that can be used to manage activities necessary for IDM. Furthermore some of the relationships or dependencies for these activities are explained. The details of the

48、 work processes and the roles of personnel performing these activities are covered in Part 2 of ISA108. This document only introduces concepts and terminology. Intelligent device management (IDM) is a management system for intelligent devices. The objective of IDM is to establish and maintain coordi

49、nated activities of the organization to realize the maximum value available from each intelligent device. This document introduces some management structure and technical structure concepts that can be adapted by an asset owner company to manage intelligent devices with support by related organizations such as automation suppliers, EPCs, constructors, and maintenance contractors. ISA-TR108.1-2015 22 Although IDM is best supported in a structured environment that is established during the design and before operation of a