Representation of process control engineering - Requests in P&I diagrams and data exchange between P&ID tools and PCE-CAE tools

IEC 62424:2008(E) specifies how process control engineering requests are represented in a P&ID for automatic transferring data between P&ID and PCE tool and to avoid misinterpretation of graphical P&ID symbols for PCE. It also defines the exchange of process control engineering request relevant data between a process control engineering tool and a P&ID tool by means of a data transfer language (called CAEX). These provisions apply to the export/import applications of such tools.

Darstellung von Aufgaben der Prozessleittechnik - Fließbilder und Datenaustausch zwischen EDV-Werkzeugen zur Fließbilderstellung und CAE-Systemen

Représentation de l'ingénierie du contrôle-commande des processus - Requêtes dans les diagrammes P&ID et échanges de données entre les outils P&ID et PCE-CAE

La CEI 62424:2008 spécifie la méthode de représentation des demandes d'ingénierie de commande de processus dans un schéma de tuyauterie et d'instrumentation P&ID en vue d'un transfert automatique de données entre les outils P&ID et PCE, et de manière à prévenir toute interprétation erronée des symboles P&ID graphiques pour une application PCE. Elle définit également l'échange de données de type demandes d'ingénierie de commande de processus entre un outil d'ingénierie de commande de processus et un outil P&ID au moyen d'un langage de transfert de données (appelé CAEX). Ces dispositions s'appliquent aux fonctions exportation/importation de ces outils. Elle annule et remplace la CEI/PAS 62424 publiée en 2005. Cette première édition constitue une révision technique.

Predstavitev tehnike nadzora procesov - Zahteve pri P&I diagramih in za izmenjavo podatkov med orodji P&ID ter PCE-CAE (IEC 62424:2008)

General Information

Status
Withdrawn
Publication Date
26-Aug-2009
Technical Committee
Drafting Committee
Parallel Committee
Current Stage
6060 - Document made available
Due Date
27-Aug-2009
Completion Date
27-Aug-2009

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SLOVENSKI STANDARD
SIST EN 62424:2009
01-november-2009

Predstavitev tehnike nadzora procesov - Zahteve pri P&I diagramih in za izmenjavo

podatkov med orodji P&ID ter PCE-CAE (IEC 62424:2008)

Representation of process control engineering - Requests in P&I diagrams and data

exchange between P&ID tools and PCE-CAE tools
Darstellung von Aufgaben der Prozessleittechnik - Fließbilder und Datenaustausch
zwischen EDV-Werkzeugen zur Fließbilderstellung und CAE-Systemen
Ta slovenski standard je istoveten z: EN 62424:2009
ICS:
25.040.40 Merjenje in krmiljenje Industrial process
industrijskih postopkov measurement and control
35.240.50 Uporabniške rešitve IT v IT applications in industry
industriji
SIST EN 62424:2009 en,fr

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
SIST EN 62424:2009
---------------------- Page: 2 ----------------------
SIST EN 62424:2009
EUROPEAN STANDARD
EN 62424
NORME EUROPÉENNE
August 2009
EUROPÄISCHE NORM
ICS 35.240.50; 25.040.40
English version
Representation of process control engineering -
Requests in P&I diagrams and data exchange
between P&ID tools and PCE-CAE tools
(IEC 62424:2008)
Représentation de l'ingénierie Darstellung von Aufgaben
du contrôle-commande des processus - der Prozessleittechnik -
Requêtes dans les diagrammes P&ID Fließbilder und Datenaustausch
et échanges de données zwischen EDV-Werkzeugen
entre les outils P&ID et PCE-CAE zur Fließbilderstellung und CAE-Systemen
(CEI 62424:2008) (IEC 62424:2008)

This European Standard was approved by CENELEC on 2009-07-01. CENELEC members are bound to comply

with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard

the status of a national standard without any alteration.

Up-to-date lists and bibliographical references concerning such national standards may be obtained on

application to the Central Secretariat or to any CENELEC member.

This European Standard exists in three official versions (English, French, German). A version in any other

language made by translation under the responsibility of a CENELEC member into its own language and notified

to the Central Secretariat has the same status as the official versions.

CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Cyprus, the

Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,

Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,

Sweden, Switzerland and the United Kingdom.
CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
Central Secretariat: Avenue Marnix 17, B - 1000 Brussels

© 2009 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.

Ref. No. EN 62424:2009 E
---------------------- Page: 3 ----------------------
SIST EN 62424:2009
EN 62424:2009 - 2 -
Foreword

The text of document 65/420/FDIS, future edition 1 of IEC 62424, prepared by IEC TC 65,

Industrial-process measurement, control and automation, was submitted to the IEC-CENELEC parallel

vote and was approved by CENELEC as EN 62424 on 2009-07-01.
The following dates were fixed:
– latest date by which the EN has to be implemented
at national level by publication of an identical
national standard or by endorsement (dop) 2010-04-01
– latest date by which the national standards conflicting
with the EN have to be withdrawn (dow) 2012-07-01
Annex ZA has been added by CENELEC.
__________
Endorsement notice

The text of the International Standard IEC 62424:2008 was approved by CENELEC as a European

Standard without any modification.

In the official version, for Bibliography, the following notes have to be added for the standards indicated:

IEC 60848 NOTE Harmonized as EN 60848:2002 (not modified).
IEC 61512-1 NOTE Harmonized as EN 61512-1:1999 (not modified).
IEC 61987-1 NOTE Harmonized as EN 61987-1:2007 (not modified).
ISO 13628-6 NOTE Harmonized as EN ISO 13628-6:2006 (not modified).
ISO 13703 NOTE Harmonized as EN ISO 13703:2000 (not modified).
__________
---------------------- Page: 4 ----------------------
SIST EN 62424:2009
- 3 - EN 62424:2009
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications

The following referenced documents are indispensable for the application of this document. For dated

references, only the edition cited applies. For undated references, the latest edition of the referenced

document (including any amendments) applies.

NOTE When an international publication has been modified by common modifications, indicated by (mod), the relevant EN/HD

applies.
Publication Year Title EN/HD Year
1) 2)
IEC 61346-1 - Industrial systems, installations and EN 61346-1 1996
equipment and industrial products -
Structuring principles and reference
designations -
Part 1: Basic rules
1) 2)
IEC 61511-1 - Functional safety - Safety instrumented EN 61511-1 2004
systems for the process industry sector -
Part 1: Framework, definitions, system,
hardware and software requirements
1) 2)
ISO 10628 - Flow diagrams for process plants - General EN ISO 10628 2000
rules
1) 2)
ISO 13849-1 - Safety of machinery - Safety-related parts of EN ISO 13849-1 2008
control systems -
Part 1: General principles for design
XML 1.0 2004 Extensible Markup Language, W3C - -
Recommendation
Undated reference.
Valid edition at date of issue.
---------------------- Page: 5 ----------------------
SIST EN 62424:2009
---------------------- Page: 6 ----------------------
SIST EN 62424:2009
IEC 62424
Edition 1.0 2008-08
INTERNATIONAL
STANDARD
Representation of process control engineering – Requests in P&I diagrams and
data exchange between P&ID tools and PCE-CAE tools
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
PRICE CODE
ICS 35.240.50; 25.040.40 ISBN 2-8318-9942-7
® Registered trademark of the International Electrotechnical Commission
---------------------- Page: 7 ----------------------
SIST EN 62424:2009
– 2 – 62424 © IEC:2008(E)
CONTENTS

FOREWORD...........................................................................................................................6

INTRODUCTION.....................................................................................................................8

1 Scope.............................................................................................................................10

2 Normative references .....................................................................................................10

3 Terms and definitions .....................................................................................................10

4 Abbreviations .................................................................................................................14

5 Conformity......................................................................................................................15

6 Representation of PCE requests in a P&ID .....................................................................16

6.1 PCE request and PCE loop ...................................................................................16

6.2 Objectives and principles ......................................................................................17

6.3 Requirements for the identification and representation of PCE requests ................17

6.3.1 General .....................................................................................................17

6.3.2 Types of lines ............................................................................................18

6.3.3 Displaying the location of the operator interface ........................................18

6.3.4 PCE categories and processing functions ..................................................19

6.3.5 PCE request reference designation scheme ..............................................22

6.3.6 PU-vendor and typical identification...........................................................23

6.3.7 Device information.....................................................................................23

6.3.8 Alarming, switching and indicating.............................................................24

6.3.9 Safety-relevant, GMP and quality-relevant PCE requests ..........................24

6.3.10 PCE control functions ................................................................................25

7 Neutral data exchange of PCE relevant P&ID information...............................................26

7.1 Objectives .............................................................................................................26

7.2 Meaning of P&ID elements ....................................................................................26

7.3 PCE relevant information of P&ID tools .................................................................27

7.4 Formal description of PCE relevant information of P&ID tools................................28

7.4.1 General .....................................................................................................28

7.4.2 Modeling PCE relevant information using the CAEX system

description language .................................................................................29

7.4.3 Basic CAEX mappings...............................................................................29

7.4.4 Mapping of a PCE request interface to an external interface of the

corresponding plant hierarchy item ............................................................31

7.4.5 CAEX description of direct links between PCE request interfaces of

different plant hierarchy items ...................................................................33

7.4.6 PCE loops .................................................................................................34

8 Additional PCE attributes................................................................................................35

Annex A (normative) CAEX – Data model for machine information exchange.......................36

Annex B (informative) Examples of PCE requests..............................................................109

Annex C (normative) Full XML schema of the CAEX Model................................................119

Annex D (informative) CAEX modelling examples ..............................................................128

Bibliography........................................................................................................................135

Figure 1 – Information flow between P&ID and PCE tool .........................................................9

Figure 2 – Organization of PCE requests ..............................................................................17

Figure 3 – General representation of a PCE-Request in a P&ID............................................18

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SIST EN 62424:2009
62424 © IEC:2008(E) – 3 –

Figure 4 – Multi-sensor element............................................................................................18

Figure 5 – Local interface .....................................................................................................19

Figure 6 – Manually operated switch in local control panel....................................................19

Figure 7 – Pressure indication in central control room...........................................................19

Figure 8 – Example of PCE request identification .................................................................23

Figure 9 – Example of flow measurement with indication in the CCR delivered by

vendor A specified by typical A20 .........................................................................................23

Figure 10 – Example of pH-measurement with indication in the CCR ....................................23

Figure 11 – Example of flow measurement with indication in the CCR and high and

low alarm ..............................................................................................................................24

Figure 12 – Flow measurement with indication in the CCR and high alarm and a high-

high switching function..........................................................................................................24

Figure 13 – Flow measurement with indication in the CCR and a high-high switch limit,

a high alarm, a low alarm and a low-low switch limit for a safety function..............................24

Figure 14 – GMP relevant, safety relevant and quality relevant flow measurement with

indication in the CCR ............................................................................................................25

Figure 15 – Control function..................................................................................................25

Figure 16 – Safety relevant control function ..........................................................................25

Figure 17 – P&ID elements and associations (PCE relevant items are shown in dark

lines) ....................................................................................................................................27

Figure 18 – Process data model (PCE relevant items are shown in dark lines)......................28

Figure 19 – PCE request data model ....................................................................................30

Figure 20 – Example of two plant sections and a signal connection via external

interfaces..............................................................................................................................32

Figure 21 – Simplified CAEX model of indirect links between PCE requests across

different plant hierarchy items...............................................................................................32

Figure 22 – Example of two plant sections and a direct connection .......................................33

Figure 23 – Simplified CAEX model of direct links between PCE requests across

different plant hierarchy items...............................................................................................34

Figure A.1 – CAEX architecture of a SystemUnitClass ..........................................................42

Figure A.2 – Example of a SystemUnitClassLib.....................................................................42

Figure A.3 – Examples of Attributes ......................................................................................44

Figure A.4 – Examples of an InterfaceClassLib .....................................................................46

Figure A.5 – Usage of Links..................................................................................................47

Figure A.6 – Example of a RoleClassLib ...............................................................................48

Figure A.7 – CAEX Role Concept..........................................................................................50

Figure A.8 – CAEX data definition for use case 1..................................................................50

Figure A.9 – CAEX data definition for use case 2..................................................................51

Figure A.10 – CAEX data definition for use case 3................................................................51

Figure A.11 – CAEX data definition of a MappingObject........................................................53

Figure A.12 – Example for a hierarchical plant structure .......................................................53

Figure A.13 – CAEX data structure .......................................................................................54

Figure A.14 – Distribution of data in several CAEX files ........................................................54

Figure A.15 – Referencing of external CAEX files .................................................................54

Figure A.16 – Example of how to use alias names ................................................................55

Figure A.17 – Multiple crossed structures .............................................................................56

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SIST EN 62424:2009
– 4 – 62424 © IEC:2008(E)

Figure B.1 – Local level indication, 1 process connection ...................................................109

Figure B.2 – Local level indication, 2 process connections..................................................109

Figure B.3 – Local flow indication .......................................................................................109

Figure B.4 – Local pressure indication ................................................................................109

Figure B.5 – Local temperature indication ...........................................................................109

Figure B.6 – Local control panel, pressure indication, high alarm........................................110

Figure B.7 – Local temperature indication, CCR temperature high alarm.............................110

Figure B.8 – Local pressure indication, CCR pressure high alarm and switch......................110

Figure B.9 – CCR flow indication, device information: Orifice Plate.....................................110

Figure B.10 – CCR pressure indication, low, low low and high alarm ..................................110

Figure B.11 – CCR temperature indication and registration.................................................111

Figure B.12 – CCR level indication and registration, 1 process connection .........................111

Figure B.13 – CCR level indication, 2 process connections.................................................111

Figure B.14 – Two flow indications and flow ratio control in CCR ........................................111

Figure B.15 – CCR flow indication and high alarm, flow control, control valve with extra

interlock and open/close indication .....................................................................................112

Figure B.16 – Local pressure indication, CCR pressure indication, high alarm and high

high safety relevant switch..................................................................................................112

Figure B.17 – Local pressure indication, CCR pressure indication, alarms and switches .....112

Figure B.18 – CCR pressure indication, high and low alarm, safety relevant switch

action on on/off valve..........................................................................................................112

Figure B.19 – Switched valve with on/off indication and switching action, safety

relevant switched valve.......................................................................................................113

Figure B.20– Pressure restriction........................................................................................113

Figure B.21 – Flow restriction .............................................................................................113

Figure B.22 – PT compensated flow control, safety-relevant pressure switch (two out of

three (2oo3) shutdown), switched control valve with on/off indication and switching

action at open position........................................................................................................114

Figure B.23 – CCR temperature control, additional manual switch actions from CCR

with indication and local control panel.................................................................................114

Figure B.24 – Motor typical, local on/off control, CCR off control, current, fault with

alarm and running indication ...............................................................................................115

Figure B.25 – Multivariable controller..................................................................................115

Figure B.26 – On/off valve with position indication ..............................................................116

Figure B.27 – On/off valve with safety relevant switch and position indication.....................116

Figure B.28 – Level control with continuous controller.........................................................116

Figure B.29 – Level control with on/off switch .....................................................................116

Figure B.30 – Cascade control for temperature as control input, flow control as follow-

up controller .......................................................................................................................117

Figure B.31 – Safety directed high control to a subsequent valve, manual control for

reset function and manual control for manual/automatic switch of the valve, valve with

open/close indication and safety-relevant switch to subsequent valve.................................117

Figure B.32 – Flow control in CCR ......................................................................................117

Figure B.33 – Temperature control with high alarm and high switch ....................................117

Figure B.34 – Manual control from CCR..............................................................................118

Figure B.35 – Flow measurement with display and alarms in CCR, high high switch on

process control function and switch on/off valve .................................................................118

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SIST EN 62424:2009
62424 © IEC:2008(E) – 5 –

Figure B.36 – Local P-/F-/T-/S- control without auxiliary power (stand-alone)......................118

Figure D.1 – Example CAEX interface library......................................................................128

Figure D.2 – Example CAEX role library .............................................................................129

Figure D.3 – Example to be mapped with CAEX..................................................................131

Figure D.4 – CAEX model of the example described in Figure D.3 ......................................132

Table 1 – Abbrevations .........................................................................................................15

Table 2 – PCE categories .....................................................................................................20

Table 3 – PCE processing function .......................................................................................21

Table 4 – Sequence combinations ........................................................................................22

Table 5 – PCE processing functions for actuators .................................................................22

Table 6 – P&ID attributes relevant in PCE environment ........................................................35

Table 7 – Data handling attributes ........................................................................................35

Table A.1 – XML notation conventions ..................................................................................36

Table A.2 – CAEX data types and elements..........................................................................37

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SIST EN 62424:2009
– 6 – 62424 © IEC:2008(E)
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
REPRESENTATION OF PROCESS CONTROL ENGINEERING –
REQUESTS IN P&I DIAGRAMS AND DATA EXCHANGE
BETWEEN P&ID TOOLS AND PCE-CAE TOOLS
FOREWORD

1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising

all national electrotechnical committees (IEC National Committees). The object of IEC is to promote

international co-operation on all questions concerning standardization in the electrical and electronic fields. To

this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,

Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC

Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested

in the subject dealt with may participate in this preparatory work. International, governmental and non-

governmental organizations liaising 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 express, 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

Committees 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 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 marking 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, servants 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, 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 that 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 62424 has been prepared by IEC technical committee 65:

Industrial-process measurement, control and automation.

This standard cancels and replaces IEC/PAS 62424 published in 2005. This first edition

constitutes a technical revision.
The text of this standard is based on the following documents:
FDIS Report on voting
65/420/FDIS 65/428/RVD

Full information on the voting for the approval of this standard can 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.

---------------------- Page: 12 ----------------------
SIST EN 62424:2009
62424 © IEC:2008(E) – 7 –

The committee has decided that the contents of this publication will remain unchanged until

the maintenance result date indicated on the IEC web site under "http://webstore.iec.ch" in

the data related to the specific publication. At this date, the publication will be

• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
A bilingual version of this publication may be issued at a later date.
---------------------- Page: 13 ----------------------
SIST EN 62424:2009
– 8 – 62424 © IEC:2008(E)
INTRODUCTION

Efficient process engineering requires highly sophisticated tools for the different needs of the

involved work processes and departments. These engineering tools are normally specialized

in Process Design (PD), in Process Control Engineering (PCE), etc. Therefore a working

interoperability is essential to optimize the engineering process in total. Thus, the definition of

a harmonized interface and data management is a core task to ensure a smooth workflow

during the whole project and to guarantee data consistency in the different tools.

This standard defines procedures and specifications for the exchange of PCE relevant data

provided by the Piping and Instrumentation Diagram (P&ID) tool. The basic requirements for a

change management procedure are described. A generally accepted technology for machine

information exchange, the Extensible Markup Language (XML) is used. Hereby, a common

basis is given for information integration.

However, a definition for uniform semantics is still necessary. CAEX (Computer Aided

Engineering eXchange) as it is defined in this document is an appropriate data format for this

purpose. This concept of data exchange is open for different applications.

The main task of a data exchange is transporting/synchronizing information from the P&ID

database to the PCE databases and vice versa. The owner's reference designation system

and a unique description of the processing requirement is the key for a
...

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