An Overview Of Applicable ISA Standards To The Water And Wastewater Sectors

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An Overview of Applicable ISA Standards tothe Water and Wastewater SectorsGraham Nasby, P.Eng. PMPEramosa Engineering Inc.Feature Session FS16: “Highlights from ISA’s 2012 Water/Wastewaterand Automatic Controls Symposium” (Wed, October 3, 2012)WEFTEC 2012: Sept 29 to Oct 3, 2012New Orleans, Louisiana, USA

About Your SpeakerGraham Nasby, P.Eng., PMP System Integrator with Eramosa Engineering Director-elect of the ISA Water/Wastewater Industries Division General Chair for the 2012 & 2013 ISA Waster/Wastewater Symposiums Member of the ISA18, ISA101 and CSC/IEC/TC 65 standards committees In 2011 received Control Engineering magazine’s “Leaders Under 40” awardRecipient of ISA Keith Otto Award for best InTech magazine article of the year for his“SCADA Standardization” article in the May/June 2011 issue.Background in various industry sectors including municipal water/wastewater Contact: graham.nasby@eramosa.com2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA2

Presentation Outline What is a Standard?How Standards Are DevelopedStandards & Standards Body AccreditationBenefits of StandardsISA StandardsISA Standards CommitteesList of some major ISA Standards for Water and Wastewater Sectors––––––ISA5 – P&IDs, Tagging, Drawings, DocumentationISA18.2 – Alarm ManagementISA20 – Instrumentation & Valve Specification FormsISA95 – Enterprise IntegrationISA99 – Cyber SecurityISA100 – Wireless Systems Summary More Information2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA3

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 templates2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA4

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 plugs2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA5

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 Appeal2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA6

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 internationally2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA7

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 security2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA8

Key Benefits of Standards (cont.) Use of standards in the Water and Wastewater Sectors– Improves communication– Provides practical application of expert knowledge– Harnesses years of experience and avoids the need to start eachproject from the ground up2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA9

Key Benefits of Standards (cont.) Standards help achieve operational excellence by––––Improving performanceLowering maintenance costsReducing downtimeEnhancing operability2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA10

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 meetings2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA11

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 fun2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA12

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”)2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA13

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)2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA14

ExamplesExamples of Applicable ISA Standardsto the Water & Wastewater SectorsISA5.1, ISA5.4, ISA5.6 Drawings & DocumentationISA18.2 Alarm ManagementISA20 Instrument Specification FormsISA95 Enterprise IntegrationISA99 CybersecurityISA100 Wireless2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA15

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.2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA16

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 documents2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA17

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 narrative2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USAExample: ISA Loop Drawing18

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 alarms2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA19

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 626822012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA20

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 mistakes2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA21

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 standards2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA22

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 standards2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA23

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 approval2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA24

Other Key ISA StandardsISA101 – Human Machine Interfaces Collection of standards and technical reports on HMI design bestpractices 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 Guidelines2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA25

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)2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA26

Summary Using Standards has many benefits, including:–––––Lower installation, commissioning and start-up costsImproved design with less “custom” effortLower training costs, improved communication, and 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 online2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA27

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) ISA Water/Wastewater Industries Division– www.isa.org/wwid/2012 ISA WWAC SymposiumAug 7-9, 2012 – Orlando, Florida, USA28

- 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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