Industrial systems, installations and equipment and industrial products - Structuring principles and reference designations - Part 1: Basic rules

This part of IEC 81346, published jointly by IEC and ISO, establishes general principles for the structuring of systems including structuring of the information about systems. Based on these principles, rules and guidance are given for the formulation of unambiguous reference designations for objects in any system. The reference designation identifies objects for the purpose of creation and retrieval of information about an object, and where realized about its corresponding component. A reference designation labelled at a component is the key to find information about that object among different kinds of documents. The principles are general and are applicable to all technical areas (for example mechanical engineering, electrical engineering, construction engineering, process engineering). They can be used for systems based on different technologies or for systems combining several technologies. This document is also a horizontal publication intended for use by technical committees in preparation of publications related to reference designations in accordance with the principles laid down in IEC Guide 108.

Industrielle Systeme, Anlagen und Ausrüstungen und Industrieprodukte - Strukturierungsprinzipien und Referenzkennzeichnung - Teil 1: Allgemeine Regeln

Systèmes industriels, installations et appareils, et produits industriels - Principes de structuration et désignations de référence - Partie 1: Règles de base

L'IEC 81346-1:2022 établit les principes généraux pour la structuration des systèmes, y compris la structuration des informations sur ces systèmes. Sur la base de ces principes, des règles et des recommandations sont données pour la formulation de désignations de référence non ambiguës applicables aux objets d’un système, quel qu’il soit. La désignation de référence identifie des objets dans le but de créer et de récupérer des informations sur un objet et, lorsqu’elle est réalisée, au sujet de son composant correspondant. Une désignation de référence rattachée à un composant est la clef qui permet de trouver des informations sur cet objet parmi différentes sortes de documents. Les principes énoncés sont généraux et applicables à tous les domaines techniques (par exemple génie mécanique, électrique, civil ou des procédés). Ils peuvent être utilisés pour des systèmes basés sur des technologies différentes, ou pour des systèmes combinant plusieurs technologies. Le présent document est également une publication horizontale destinée à être utilisée par les comités techniques pour l’établissement de publications liées aux désignations de référence conformément aux principes exposés dans l’IEC Guide 108. L'IEC 81346-1:2022 annule et remplace la première édition, publiée en 2009. Cette édition constitue une révision technique. Cette édition inclut les modifications techniques majeures suivantes par rapport à l’édition précédente: a) ajout d’une référence au Guide IEC 108 dans le domaine d’application, en tant que publication horizontale; b) alignement sur l’IEC 81346-2:2019 et l’ISO 81346-12:2018; c) introduction de l’aspect de type; d) introduction d’un modèle d’information du système de désignation de référence; e) introduction d’un modèle d’information dans le cadre du système de désignation de référence conformément à la série de Normes internationales 81346; f) introduction d’une recommandation relative aux métadonnées pour la gestion de la structure de conception; g) introduction de règles et d’une méthode pour la désignation des relations entre les objets; h) introduction d’exigences relatives au développement de parties de la série de Normes internationales 81346 spécifiques à certains secteurs; i) introduction d’exigences concernant l’incorporation de sous-objets dans les structures à objets; j) introduction de recommandations sur la documentation de l’application de la série de Normes internationales 81346; k) ajout de définitions de nouveaux termes utilisés; l) ajout de nouvelles règles et modification des règles existantes; m) conversion des notes relatives aux règles en texte normatif en tant que "Commentaire à la règle nn".

Industrijski sistemi, inštalacije in oprema ter industrijski izdelki - Načela strukturiranja in referenčne oznake - 1. del: Osnovna pravila (IEC 81346-1:2022)

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SLOVENSKI STANDARD
oSIST prEN IEC 81346-1:2021
01-januar-2021
Industrijski sistemi, inštalacije in oprema ter industrijski izdelki - Načela
strukturiranja in referenčne oznake - 1. del: Osnovna pravila

Industrial systems, installations and equipment and industrial products - Structuring

principles and reference designations - Part 1: Basic rules
Industrielle Systeme, Anlagen und Ausrüstungen und Industrieprodukte -
Strukturierungsprinzipien und Referenzkennzeichnung - Teil 1: Allgemeine Regeln

Systèmes industriels, installations et appareils, et produits industriels - Principes de

structuration et désignations de référence - Partie 1: Règles de base
Ta slovenski standard je istoveten z: prEN IEC 81346-1:2020
ICS:
01.110 Tehnična dokumentacija za Technical product
izdelke documentation
29.020 Elektrotehnika na splošno Electrical engineering in
general
oSIST prEN IEC 81346-1:2021 en,fr,de

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

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oSIST prEN IEC 81346-1:2021
3/1463/CDV
COMMITTEE DRAFT FOR VOTE (CDV)
PROJECT NUMBER:
IEC 81346-1 ED2
DATE OF CIRCULATION: CLOSING DATE FOR VOTING:
2020-11-27 2021-02-19
SUPERSEDES DOCUMENTS:
3/1439/CD, 3/1448B/CC

IEC TC 3 : DOCUMENTATION, GRAPHICAL SYMBOLS AND REPRESENTATIONS OF TECHNICAL INFORMATION

SECRETARIAT: SECRETARY:
Sweden Mr Thomas Borglin
OF INTEREST TO THE FOLLOWING COMMITTEES: PROPOSED HORIZONTAL STANDARD:
Other TC/SCs are requested to indicate their interest, if any,
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TITLE:

Industrial systems, installations and equipment and industrial products - Structuring principles and

reference designations - Part 1: Basic rules
PROPOSED STABILITY DATE: 2026
NOTE FROM TC/SC OFFICERS:

Copyright © 2020 International Electrotechnical Commission, IEC. All rights reserved. It is permitted to download this

electronic file, to make a copy and to print out the content for the sole purpose of preparing National Committee positions.

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CONTENTS

1 FOREWORD ........................................................................................................................... 6

2 INTRODUCTION ..................................................................................................................... 8

3 0.1 General ................................................................................................................... 8

4 0.2 Basic requirements for this standard ....................................................................... 8

5 0.3 Required properties of the standard ........................................................................ 9

6 0.4 Framework of the IEC/ISO 81346 series ................................................................ 10

7 1 Scope ............................................................................................................................. 11

8 2 Normative references ..................................................................................................... 11

9 3 Terms and definitions ..................................................................................................... 12

10 4 Concepts ........................................................................................................................ 14

11 Object ................................................................................................................... 14

12 Aspect ................................................................................................................... 15

13 Systems ................................................................................................................ 16

14 Structuring ............................................................................................................ 16

15 Function ................................................................................................................ 17

16 Products and components ..................................................................................... 18

17 Location ................................................................................................................ 18

18 Types .................................................................................................................... 18

19 Object occurrences and product individuals ........................................................... 19

20 Relations between concepts .................................................................................. 19

21 5 Structuring principles ...................................................................................................... 21

22 General ................................................................................................................. 21

23 Forming structures ................................................................................................ 22

24 Function-oriented structure .................................................................................... 25

25 Product-oriented structure ..................................................................................... 26

26 Location-oriented structure .................................................................................... 27

27 Type-oriented structure ......................................................................................... 28

28 Structures based on “other aspects” ...................................................................... 28

29 Structures based on more than one aspect ............................................................ 30

30 6 Construction of reference designations ........................................................................... 31

31 General ................................................................................................................. 31

32 Format of reference designations .......................................................................... 31

33 Single level ................................................................................................ 31

34 Multi-level .................................................................................................. 32

35 Use of letter codes .................................................................................... 33

36 Different structures within the same aspect ........................................................... 33

37 7 Reference designation set .............................................................................................. 33

38 8 Designation of locations ................................................................................................. 35

39 General ................................................................................................................. 35

40 Assemblies ............................................................................................................ 35

41 9 Presentation of reference designations ........................................................................... 37

42 Reference designations ......................................................................................... 37

43 Reference designations set ................................................................................... 38

44 Presentation of identifiers for the top-node ............................................................ 39

45 10 Labelling ........................................................................................................................ 40

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46 11 Application of the reference designation system ............................................................. 41

47 Annex A (informative) Information model on the reference designation system .................... 42

48 Annex B (informative) Establishment and life cycle of objects .............................................. 49

49 Annex C (informative) Manipulation of objects ..................................................................... 59

50 Annex D (informative) Interpretation of reference designations using different aspects ........ 70

51 Annex E (normative) Object represented with several top nodes in an aspect ...................... 73

52 Annex F (informative) Examples of multiple structures based on the same aspect ............... 76

53 Annex G (normative) Incorporating sub-objects in object structures ..................................... 80

54 Annex H (informative) Example of reference designations within a system ........................... 83

55 Annex I (normative) Designation of relations between objects .............................................. 90

56 Annex J (normative) Requirements for developing sector specific parts of the

57 IEC/ISO 81346 series ..................................................................................................... 93

58 Annex K (informative) Metadata resource for structure management .................................... 98

59 Annex L (informative) Recommendations for documentation of the application of the

60 reference designation system ....................................................................................... 101

Annex M (informative) Relationship to other standards ...................................................... 106

62 Bibliography ........................................................................................................................ 110

64 Figure 1 – International standards providing a consistent system for designation,

65 documentation and presentation of information ..................................................................... 10

66 Figure 2 – Illustration of an object ......................................................................................... 15

67 Figure 3 – Aspects of an object ............................................................................................. 16

68 Figure 4 – Generic relation between the functionality of a technical system and a

69 technical process .................................................................................................................. 17

70 Figure 5 – Example of functionality of a technical system and a technical process ................ 17

71 Figure 6 – Illustration of the concept’s product, component, type, individual and

72 occurrence ............................................................................................................................ 20

Figure 7 – Illustration of structural decomposition of an object from different aspects ........... 21

74 Figure 8 – Illustration of a function-oriented decomposition and product-oriented

75 composition .......................................................................................................................... 22

76 Figure 9 – Structure tree of object A (alternative 1) ............................................................... 23

77 Figure 10 – Structure tree of object A (alternative 2) ............................................................. 23

78 Figure 11 – Constituents in one aspect of object type 1 ........................................................ 24

79 Figure 12 – Constituents in one aspect of object type 2 ........................................................ 24

80 Figure 13 – Constituents in one aspect of object type 5 ........................................................ 24

81 Figure 14 – Structure tree of object type 1 ............................................................................ 25

82 Figure 15 – Illustration of a function-oriented structure ......................................................... 26

83 Figure 16 – Illustration of a product-oriented structure .......................................................... 27

84 Figure 17 – Illustration of a location-oriented structure .......................................................... 28

85 Figure 18 – Example of the use of “other aspect” .................................................................. 29

86 Figure 19 – Example of the use of “other aspect” .................................................................. 29

87 Figure 20 – Illustration of an object accessible from three aspects, and where these

88 aspects are used also for internal structuring ........................................................................ 30

89 Figure 21 – Illustration of an object identified by means of one aspect and with sub-

90 objects identified by means of another aspect ....................................................................... 30

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91 Figure 22 – Examples of single-level reference designations ................................................ 32

92 Figure 23 – Relation between a multi-level reference designation and its single-level

93 reference designations.......................................................................................................... 32

94 Figure 24 – Examples of multi-level reference designations with multiple prefix signs ........... 33

95 Figure 25 – Example of reference designation sets ............................................................... 35

96 Figure 26 – Example of designation of mounting planes inside a factory build assembly ....... 36

97 Figure 27 – Examples of designation of locations inside a factory build assembly ................. 37

98 Figure 28 – Examples of presentations of multi-level reference designations ........................ 38

99 Figure 29 – Presentation of reference designations of a reference designation set ............... 39

100 Figure 30 – Different objects on a site identified with top node identifiers.............................. 39

101 Figure 31 – The common initial portion of reference designations ......................................... 40

102 Figure 32 – Labelling of reference designations .................................................................... 40

103 Figure A.1 – EXPRESS-G model of the reference designation system .................................. 42

104 Figure B.1 – Development situations of objects ..................................................................... 49

105 Figure B.2 – The object’s life cycle ....................................................................................... 51

106 Figure C.1 – Three independently defined objects ................................................................ 60

107 Figure C.2 – Three separate objects with mutual relations .................................................... 61

108 Figure C.3 – The three objects are merged into one.............................................................. 61

109 Figure C.4 – Overview of the process system ....................................................................... 62

110 Figure C.5 – Tree-like structures of the system ..................................................................... 63

111 Figure C.7 – Structures with designated sub-objects ............................................................. 64

112 Figure C.8 – Structures with some merged-and shared objects ............................................. 65

113 Figure C.9 – Relations expressed by reference designation sets in which both
114

designations are unambiguous.............................................................................................. 66

115 Figure C.10 – Relations expressed by reference designation sets in which one

116 designation is ambiguous ...................................................................................................... 66

117 Figure C.11 – Situations in the beginning of an object’s life cycle accessible from three

118 aspects ................................................................................................................................. 67

119 Figure C.12 – Situations in the beginning of the life cycle of closely related objects,

120

each accessible from one aspect .......................................................................................... 68

121 Figure D.1 – Shift from function to product aspect................................................................. 70

122

Figure D.2 – Shift from product to function aspect ................................................................. 70

123 Figure D.3 – Shift from product to location aspect ................................................................. 71

124

Figure D.4 – Shift from location to product aspect ................................................................. 71

125 Figure D.5 – Shift from function to location aspect ................................................................ 72

126

Figure D.6 – Shift from location to function aspect ................................................................ 72

127 Figure E.1 – Object represented with several independent top nodes in one aspect .............. 73

128 Figure E.2 – Example of multi-level reference designations using different aspects of

129 an object with several independent top nodes in one aspect ................................................. 74

130 Figure E.3 – Object represented with several independent top nodes in one aspect

131 using aspect-oriented structures ........................................................................................... 75

132 Figure F.1 – Illustration of the concept of additional functional views of an industrial

133 process plant ........................................................................................................................ 76

134

Figure F.2 – Location-oriented structure of a plant ................................................................ 77

135 Figure F.3 – Location-oriented structure within an assembly unit .......................................... 77

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136 Figure F.4 – Location-oriented structures of the plant ........................................................... 78

137 Figure F.5 – Example of additional product-oriented structures ............................................. 79

138 Figure G.1 – Sub-contractor’s design .................................................................................... 80

139 Figure G.2 – Receiving organization’s design ....................................................................... 81

140 Figure G.3 – Full structure of the receiving organization’s design ......................................... 81

141 Figure H.1 – Process flow diagram for a material handling plant ........................................... 83

142 Figure H.2 – Overview diagram of part of the process system (=V1) and part of the

143 power supply system (=Q1) .................................................................................................. 84

144 Figure H.3 – Structure tree for parts of the material handling plant ....................................... 85

145 Figure H.4 – Layout drawing of the components of the MCC =Q1=W1 .................................. 86

146 Figure H.5 – Layout drawing indicating the location of the MCC ............................................ 86

147 Figure H.6 – Layout drawing of the locations of the MCC =Q1=W1 ....................................... 87

148 Figure H.7 – Motor starter ..................................................................................................... 87

149 Figure H.8 – Product- and location-oriented structure trees for the MCC ............................... 88

150 Figure I.1 - Structure of a relation designation ...................................................................... 91

151 Figure J.1 - 81346 framework – an EXPRESS-G model ........................................................ 94

152 Figure I.1 – Principle of document designation .................................................................... 107

153 Figure I.2 – Signal designation and signal connection identification .................................... 108

154 Figure I.3 - Principle of terminal designation ....................................................................... 109

155 Table 1 – Identification of types, occurrences and individuals within different contexts ......... 20

156 Figure C.6 – Completed structures of the system .................................................................. 64

157 Table C.1 – Possible reference designation sets ................................................................... 65

158 Table G.1 – Reference designations in the receiver’s design ................................................ 82

159 Table H.1 – Reference designation set for the constituents of the products MCC and

160

motor starter ......................................................................................................................... 89

161 Table I.1 – Example of classification scheme for associative relations .................................. 92

162

Table I.2 – Examples of relation designations ....................................................................... 92

163 Table K.1 – Additional mandatory metadata elements ........................................................... 99

164

Table L.1 – Documentation on the application of the rules .................................................. 101

165
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166 INTERNATIONAL ELECTROTECHNICAL COMMISSION
167 ____________
168
169 INDUSTRIAL SYSTEMS, INSTALLATIONS
170 AND EQUIPMENT AND INDUSTRIAL PRODUCTS –
171 STRUCTURING PRINCIPLES AND REFERENCE DESIGNATIONS –
172
173 Part 1: Basic rules
174
175 FOREWORD

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

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

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

179 in addition to other activities, IEC publishes International Standards, Technical Specifications, Technical Reports,

180 Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC Publication(s)”). Their

181 preparation is entrusted to technical committees; any IEC National Committee interested in the subject dealt with

182 may participate in this preparatory work. International, governmental and non-governmental organizations liaising

183 with the IEC also participate in this preparation. IEC collaborates closely with the International Organization for

184 Standardization (ISO) in accordance with conditions determined by agreement between the two organizations.

185 2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international

186 consensus of opinion on the relevant subjects since each technical committee has representation from all

187 interested IEC National Committees.

188 3) IEC Publications have the form of recommendations for international use and are accepted by IEC National

189 Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC

190 Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any

191 misinterpretation by any end user.

192 4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications

193 transparently to the maximum extent possible in their national and regional publications. Any divergence between

194 any IEC Publication and the corresponding national or regional publication shall be clearly indicated in the latter.

195 5) IEC provides no marking procedure to indicate its approval and cannot be rendered responsible for any equipment

196 declared to be in conformity with an IEC Publication.

197 6) All users should ensure that they have the latest edition of this publication.

198 7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and

199 members of its technical committees and IEC National Committees for any personal injury, property damage or

200 other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and

201 expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC

202 Publications.

203 8) Attention is drawn to the normative references cited in this publication. Use of the referenced publications is

204 indispensable for the correct application of this publication.

205 9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of patent

206 rights. IEC shall not be held responsible for identifying any or all such patent rights.

207 IEC 81346-1 has been prepared by IEC technical committee 3: Documentation, graphical

208 symbols, and representations of technical information in close co-operation with ISO technical

209 committee 10: Technical product documentation.

210 It is published as a double logo standard and has the status of a horizontal publication in

211 accordance with IEC Guide 108.

212 This second edition cancels and replaces the first edition of IEC 81346-1, published in 2009.

213 This edition constitutes a technical revision.

214 This edition includes the following substantial changes with respect to the first edition of

215 IEC 81346-1:

216 – the scope includes a reference to Guide 108 for being a horizontal publication

217 – synchronization with IEC 81346-2:2019 and ISO 81346-12:2018
218 – the introduction of the type aspect
219 – introduction of an information model of the reference designation system
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220 – introduction of an information model for the framework of reference designation system to

221 comply with IEC/ISO 81346 series

222 – introduction of recommendation for metadata for design structure management

223 – introduction of rules and method for designation of relations between objects

224 – Introduction of requirements for development of sector specific parts of the IEC/ISO 81346

225 series

226 – introduction of requirements for incorporation of sub-object in object structures

227 – introduction of recommendations for documentation of the application of the IEC/ISO 81346

228 series
229 – introduced definition of new terms used
230 – new rules added and existing rules modified
231 The text of this standard is based on the following documents:
FDIS Report on voting
3/xxx/FDIS 3/xxx/RVD
232

233 Full information on the voting for the approval of this standard can be found in the report on

234 voting indicated in the above table. In ISO, the standard has been approved by xx members out

235 of xx having cast a vote.

236 This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.

237 A list of all parts of the International Standard 81346 series, under the general title Industrial

238 systems, installations and equipment and industrial products – structuring principles and

239 reference designations, can be found on the IEC website.

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

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

242 related to the specific publication. At this date, the publication will be
243 • reconfirmed,
244 • withdrawn,
245 • replaced by a revised edition, or
246 • amended.
247

IMPORTANT – The “colour inside” logo on the cover page of this publication indicates

that it contains colours which are considered to be useful for the correct understanding

of its contents. Users should therefore print this publication using a colour printer.

248
249
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250 INTRODUCTION
251 0.1 General

252 This standard establishes a further development of earlier and withdrawn standards on item

253 designation. It provides basics for establishing models o
...

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