ISA-Hamilton-2014 NasbyG ISA-Standards-Overview 2014-04
ISA StandardsUsing Published Standardsto Save Time, Resources and MoneyStandardsCertificationEducation & TrainingSpeaker:Graham Nasby, P.Eng., PMPEramosa EngineeringPublishingConferences & ExhibitsISA Hamilton Dinner MeetingApril 29, 2014 – Burlington, Ontario, Canada
About the SpeakerGraham Nasby, P.Eng., PMP President of ISA Hamilton Section (2013/2014) Senior I&C Engineer & Alarm Management Expert with Eramosa EngineeringDirector of ISA Water/Wastewater Industries DivisionVoting member of ISA18, Co-Chair of ISA18 Working Group 7Other Standards Committees: ISA101, ISA105, ISA99, ISA88, IEC/SCC--TC65 Has published over 30 papers and articles on automation topicsRecipient of 2013 ISA awards for Volunteer Leader, Division Leader & Division ExcellenceReceived Control Engineering magazine’s “Leaders Under 40” award in 20112011 ISA “Keith Otto” award for best article of year in InTech: “SCADA Standardization”Background in various industry sectors including municipal water/wastewater Contact: graham.nasby@eramosa.comOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 20142
Presentation Outline What is a Standard?How Standards Are DevelopedStandards & Standards Body AccreditationBenefits of StandardsISA StandardsISA Standards CommitteesList of some major ISA Standards––––––ISA5 – P&IDs, Tagging, Drawings, DocumentationISA18.2 – Alarm ManagementISA20 – Instrumentation & Valve Specification FormsISA95 – Enterprise IntegrationISA99 – Cyber SecurityISA100 – Wireless Systems Summary More InformationOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 20143
What is a Standard? A set of characteristics, quantities, orprocedures that describes features of aproduct, process, service, interface, ormaterial Standards provide numerous benefits inautomation and production A “standards series” can often includeStandards, Recommended Practices,and/or Technical Reports Format can be printed documents, PDFs,downloadable files, or templatesOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 20144
A Practical Standards Example The IEC 60320 standard defines the “C13” power plug/socket Standardized power inlet cord for computer equipmentAccommodates all these “weird” country-specific plugsOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 20145
How Standards are Developed Standards are generally developed by standards committees Need to look at the terms of reference for the committee and whatorganization it is associated with Some “standards committees” are better than others Characteristics of a “good” standardscommittee / organization:– Openness– Lack of Dominance– Balance– Consensus– Right of AppealOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 20146
Standards Accreditation Accreditation of a standards producing organization by a recognizednational or international standards body is a good sign In the USA:– American National Standards Institute (ANSI) In Canada:– Standards Council of Canada (SCC) Two major international standards bodies:– IEC International Electrotechnical Commission– ISO International Organization for StandardizationThe ISA is accredited through ANSI and is associated with the IEC internationallyOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 20147
Key Benefits of Standards Direct return on investment– Lower installation and startup costs– Reduce need to maintain large inventories– Enable interchangeability of components– Improve design with less "custom" effort– Increase safety– Increase securityOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 20148
Key Benefits of Standards (cont.) Use of standards with automation systems– Improves communication– Provides practical application of expert knowledge– Harnesses years of experience and avoids the need to start eachproject from the ground upOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 20149
Key Benefits of Standards (cont.) Standards help achieve operational excellence by––––Improving performanceLowering maintenance costsReducing downtimeEnhancing operabilityOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201410
ISA StandardsAccredited by the American National Standards Institute (ANSI) to developindustry standards following approved procedures to ensure openness andfairness in considering the views and needs of end-users, suppliers,regulators, and others involved in each topic area. 162 published standards, recommended practices and technical reports 133 committees and subgroups More than 3500 participating individuals .from over 40 countries, .and representing more than 2000 companies and organizations. In person committee meetings 1-2 times per year as needed Extensive use of teleconferences and web meetingsOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201411
ISA Standards Committees ISA Standards are developed by volunteer standards committees For individuals involved in standards development:– Expand your knowledge base– Identify resources for your work– Network with other professionals– Enhance your leadership skills– Ensure that your ideas and viewpoints are considered in thedevelopment of standards that could impact your work and/or yourcompany’s operations– Have funOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201412
ISA Has Published Standards inKey Areas for the W & WW sector Including: Symbols and Diagrams (ISA5)– P&IDs, Tagging, Loop Diagrams, Functional Specifications, etc. Electrical Equipment for Hazardous Locations (ISA12) Alarm Systems (ISA18)Instrumentation Specification Forms (ISA20)Electrical Signal Compatibility (ISA50) Control Valves (ISA75)Functional Safety (ISA84)Batch Control (ISA88, formerly “S88”)Overview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201413
ISA Has Published Standards inKey Areas Including: Enterprise Control System Integration (ISA95)Valve Actuators (ISA96)Personnel Certification, CCST & CAP certifications (ISA98) Industrial Automation & Control System Security (ISA99)Wireless Systems for Automation (ISA100) Procedural Automation (ISA106) To be published soon: Human Machine Interfaces (ISA101) Commissioning, Loop Checks, FAT and SAT Testing (ISA105)Overview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201414
ExamplesExamples of key ISA Standardsused in most industriesISA5.1, ISA5.4, ISA5.6 Drawings & DocumentationISA18.2 Alarm ManagementISA20 Instrument Specification FormsISA95 Enterprise IntegrationISA99 CybersecurityISA100 WirelessOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201415
ISA5: Symbols and Diagrams ISA 5.1 defines P&ID symbols,– P&ID Piping & Instrumentation Diagram ISA 5.1 defines basis of ISA-style tagging– LIT101 level indicating transmitter #101– PAHH103 pressure alarm high high on pressure loop #103– ZSC205 “fully closed” position switch for valve #205– etc.Overview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201416
ISA5: Symbols and Diagrams (cont’d)ANSI/ISA-5.1-2009,Instrumentation Symbols and Identification ISA’s most widely used American National Standard Establishes a uniform means of depicting and identifying instruments ordevices and their inherent functions Intended for P&IDs, PFDs, UFDs, EFDs, MFDs, technical papers,specifications, and many other types of engineering documentsOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201417
ISA5: Symbols and Diagrams (cont’d) ISA 5.4 defines loop diagrams for instrumentation ISA 5.6 provides templates for functional specifications– a type of very concisely written process control narrativeExample: ISALoop DrawingOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201418
ISA 18.2: Alarm ManagementANSI/ISA-18.2-2009,Management of Alarm Systems for the Process IndustriesAlarm: An audible and/or visible means of indicating to the operator anequipment malfunction, process deviation or abnormal conditionrequiring a response.Methodology for identifying, rationalizing and designing alarms to be apowerful tool for operations, and eliminating non-useful alarmsOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201419
ISA 18.2: Alarm Management (cont’d)ANSI/ISA-18.2-2009,Management of Alarm Systems for the Process Industries-Addresses the development, design, installation, and management ofalarm systems in the process industries-Defines the terminology and models to develop an alarm system – andthe work processes to effectively maintain it throughout its lifecycle-Six technical reports are now in development by ISA18 to explainspecific applications in greater detail-Currently in international development to become IEC 62682Overview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201420
ISA20: Instrument Specification Forms ISA-TR20 templates collection Templates for standardizedspecification forms to makespecifying instrumentation easier––––Standardized layout & contentMS Word TemplatesMS Excel TemplatesDatabase driven templates Standardized forms ensureconsistency and help reduce mistakesOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201421
ISA95: Enterprise Integration ANSI/ISA-95.xx.xx family of standards and technical reports Defines a framework for doing enterprise integration of automation,SCADA and control systems– Models and Terminology– Object Model Attributes– Models of ManufacturingOperations Management– Business-to-ManufacturingTransactions Adopted as IEC 62264-Xfamily of standardsOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201422
ISA99: Cyber SecurityANSI/ISA-99-xx-xx family of standards and technical reportsSecurity for Industrial Automation and Control Systems Defining procedures for implementing electronically secure SCADA andautomatic control systems and security practices, and assessingelectronic security performance. Bringing together control system / industrial cyber security experts fromacross the globe. ISA99 standards are being incorporated into government programs oncritical infrastructure protection and smart grid development. ISA99 has been internationally adopted as IEC 62443 family of standardsOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201423
ISA100: Wireless Systems for Automation The ISA100 family of standards is under active development ANSI/ISA-100.11a.2011 for wireless instrumentation now has IEC approvalOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201424
Other Key ISA StandardsISA101 – Human Machine Interfaces Collection of standards and technical reports: HMI design best practices The ISA101 standards committee is currently working on its third draft To be published soonISA105 – Commissioning, Loop checks, SAT and FAT tests Standards published and under development in areas including:– Commissioning– Instrumentation & Electrical Loop Checks– Factory Acceptance Tests– Integration Testing– Site Acceptance Tests– Calibration GuidelinesOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201425
ISA Standards: Global ImpactIn fact, several original ISA Standards are the basis of major IEC(International Electrotechnical Commission) standards: IEC 62682: now in development based on, ANSI/ISA-18.2-2009Management of Alarm Systems for the Process Industries IEC 62734: recently released based on ANSI/ISA-100.11a-2011,Wireless Systems for Industrial Automation: Process Control andRelated Applications IEC 61511 series: Process Safety (ISA84)IEC 61512 series: Batch Control (ISA88)IEC 62264 series: Enterprise Control System Integration (ISA95)IEC 62443 series: Control Systems Security (ISA99)Overview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201426
Summary Using Standards has many benefits, including:–––––Lower installation, commissioning and start-up costsImproved design with less “custom” effortLower training costs, improved communication, more consistent operationLeverages the years of experience that are captured in standardsImproved performance, less downtime, and enhanced operability ISA has an extensive library of Standards available– 162 standards, recommended practices, and technical reports– ISA Standards are consensus based and non-commercial in nature– Broad applicability to SCADA, automation and instrumentation ISA Standards are available at www.isa.org– For purchase as printed & PDF copies– ISA members can view most ISA Standards for free onlineOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201427
For more information: How to get ISA Standards– For purchase (print & PDF) at www.isa.org, click on Standards– ISA Members can view most ISA standards for free at www.isa.org More information of ISA Standards– www.isa.org/standards Other industry standards:- www.nssn.org (key word search) Contact me: Graham Nasby– graham.nasby@eramosa.comOverview of ISA StandardsISA Hamilton Dinner Meeting – April 29, 201428
ISA5: Symbols and Diagrams ISA 5.1 defines P&ID symbols, – P&ID Piping & Instrumentation Diagram ISA 5.1 defines basis of ISA-style tagging – LIT101 level indicating transmitter #101 – PAHH103 pressure alarm high high on pressure loo p #103 – ZSC205 “fully closed” position switch for valve #205 – etc. 16
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requirements for safety instrumented systems (SIS), a new edition of the IEC 61511 international standard was published. Recently published, ANSI/ISA 61511-1 brings the ISA standard into complete alignment with IEC 61511-1. This paper will review ten major themes of change between ANSI/ISA 84.00.01 and ANSI/ISA 61511-1. 1 Introduction
1) ISA-5.1 -Instrumentation Symbols and Identification. 2) ISA-5.2 -Binary Logic Diagrams for Process Operations. 3) ISA-5.3 -Graphic Symbols for Distributed Control/Shared Display Instrumentation, Logic, and Computer Systems. 4) ISA-5.4 -Instrument Loop Diagrams. 5) ISA-5.5 -Graphic Symbols for Process Displays. 6) ANSI/ISA-7.00.01 -Quality .
- 162 standards, recommended practices, and technical report s - ISA Standards are consensus based and non-commercial in nature - Broad applicability to SCADA, automation and instrum entation ISA Standards are available at www.isa.org - For purchase as printed & PDF copies - ISA members can view most ISA Standards for free o nline 27
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