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IEC 62682 Edition 1.0 2014-10 INTERNATIONAL STANDARD NORME INTERNATIONALE Manag

IEC 62682 Edition 1.0 2014-10 INTERNATIONAL STANDARD NORME INTERNATIONALE Management of alarms systems for the process industries Gestion de systèmes d'alarme dans les industries de transformation INTERNATIONAL ELECTROTECHNICAL COMMISSION COMMISSION ELECTROTECHNIQUE INTERNATIONALE XC ICS 13.320; 25.040 PRICE CODE CODE PRIX ISBN 978-2-8322-1868-6 ® Registered trademark of the International Electrotechnical Commission Marque déposée de la Commission Electrotechnique Internationale ® Warning! Make sure that you obtained this publication from an authorized distributor. Attention! Veuillez vous assurer que vous avez obtenu cette publication via un distributeur agréé. This is a preview - click here to buy the full publication – 2 – IEC 62682:2014 © IEC 2014 CONTENTS FOREWORD ......................................................................................................................... 9 INTRODUCTION ................................................................................................................. 11 1 Scope .......................................................................................................................... 12 1.1 General applicability ............................................................................................ 12 1.2 Exclusions 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 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 management 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 5.3.3 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 General ....................................................................................................... 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 This is a preview - click here to buy the full publication IEC 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 References .................................................................................................. 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 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 ....................................................................................................... 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 Development ....................................................................................................... 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 Rationalization 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 ............................................................................... 45 This is a preview - click here to buy the full publication – 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 and 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 ........................................................................ 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 11.2.4 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 ..................................................................... 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 message 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 This is a preview - click here to buy the full publication IEC 62682:2014 © IEC 2014 – 5 – 11.6.6 Tag detail displays ....................................................................................... 56 11.6.7 Other display elements ................................................................................. 56 11.7 Alarm 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 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 Alarm 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 enhanced 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 attribute 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 ....................................................................... 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 This is a preview - click here to buy the full publication – 6 – IEC 62682:2014 © IEC 2014 13.3.2 Implementation training ................................................................................ 63 13.3.3 Implementation 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 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 modified 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 14.2.2 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 Refresher 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 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