IEC 62974-1:2017
(Main)Monitoring and measuring systems used for data collection, gathering and analysis - Part 1: Device requirements
Monitoring and measuring systems used for data collection, gathering and analysis - Part 1: Device requirements
IEC 62974-1:2017 specifies product and performance requirements for devices that fall under the heading of “monitoring and measuring systems used for data collection, gathering and analysis”, for industrial, commercial and similar use rated below or equal to 1 kV AC and 1,5 kV DC.
These devices are fixed and are intended to be used indoors as panel-mounted devices, or as modular devices fixed on a DIN rail, or as housing devices fixed on a DIN rail, or as devices fixed by other means inside a cabinet.
These devices are used to upload or download information (energy measured on loads, power metering and monitoring data, temperature information…), mainly for energy efficiency purposes. These devices are known as energy servers, energy data loggers, data gateways and I/O data concentrators.
Systèmes de surveillance et de mesure utilisés pour la collecte et l'analyse de données - Partie 1: Exigences relatives aux dispositifs
L'IEC 62974-1:2017 spécifie les exigences relatives aux produits et aux performances des dispositifs intégrés aux "systèmes de surveillance et de mesure utilisés pour la collecte et l'analyse de données", dans le cadre d'une exploitation industrielle, commerciale et analogue, et présentant des caractéristiques assignées inférieures ou égales à 1 kV en courant alternatif et à 1,5 kV en courant continu.
Ces dispositifs sont fixes et sont destinés à une utilisation en intérieur comme les dispositifs montés sur panneau, les dispositifs modulaires fixés sur un rail DIN, les dispositifs en boîtier fixés sur un rail DIN ou les dispositifs fixés par un autre moyen à l'intérieur d'une armoire.
Ces dispositifs permettent de charger ou de télécharger des informations (énergie mesurée sur les charges, données de mesure et de surveillance de la puissance, informations relatives à la température…) essentiellement à des fins d'efficacité énergétique. Ces dispositifs sont des serveurs d'énergie, des enregistreurs de données d'énergie, des passerelles de données et des concentrateurs de données d'E/S.
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Standards Content (Sample)
IEC 62974-1 ®
Edition 1.0 2017-05
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Monitoring and measuring systems used for data collection, gathering and
analysis –
Part 1: Device requirements
Systèmes de surveillance et de mesure utilisés pour la collecte et l'analyse de
données –
Partie 1: Exigences relatives aux dispositifs
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IEC 62974-1 ®
Edition 1.0 2017-05
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Monitoring and measuring systems used for data collection, gathering and
analysis –
Part 1: Device requirements
Systèmes de surveillance et de mesure utilisés pour la collecte et l'analyse de
données –
Partie 1: Exigences relatives aux dispositifs
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 17.220.20 ISBN 978-2-8322-4359-6
– 2 – IEC 62974-1:2017 © IEC 2017
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 7
2 Normative references . 7
3 Terms and definitions . 8
3.1 General definitions . 9
3.2 Device definitions . 10
3.3 Definitions related to inputs and outputs . 10
4 Environmental conditions . 11
5 Ratings . 11
6 Design and construction . 11
6.1 General . 11
6.2 Product coding . 12
6.3 General architecture of devices . 12
6.4 General data processing . 13
6.5 Requirements on minimum functions embedded in devices . 13
6.6 Requirements on functions . 14
6.6.1 General . 14
6.6.2 Communication connectivity features . 14
6.6.3 Management of digital and/or analogue input(s) or output(s) . 15
6.6.4 Data time stamping . 15
6.6.5 Management of logged data. 15
6.6.6 Management of aggregated data . 16
6.6.7 Analysis of aggregated data . 16
6.6.8 Local visualisation on a Human Machine Interface . 16
6.6.9 Configuration management . 16
6.7 Safety requirements . 16
6.7.1 General . 16
6.7.2 Clearances and creepage distances . 17
6.7.3 Accessible parts . 17
6.7.4 Hazardous live parts . 17
6.8 EMC requirements . 17
6.8.1 General . 17
6.8.2 Class 1 devices . 17
6.8.3 Class 2 devices . 17
6.9 Mechanical requirements . 17
6.9.1 Product mechanical robustness . 17
6.9.2 Enclosure robustness (IK code) . 17
6.9.3 Degree of protection by enclosures (IP code) . 18
6.10 Marking . 18
6.10.1 General . 18
6.10.2 Device marking . 18
6.11 Operating and installation instructions . 19
6.11.1 General . 19
6.11.2 Pulse input(s)/output(s) . 19
6.11.3 Installation description . 19
7 Type tests . 20
7.1 Performance criteria for type tests . 20
7.2 Safety tests . 21
7.3 EMC tests . 21
7.4 Climatic tests . 21
7.5 Mechanical tests . 22
7.5.1 Degree of protection provide by enclosures for electrical equipment
against external mechanical impacts (IK code) . 22
7.5.2 Degree of protection by enclosure (IP code) . 22
8 Routine tests . 22
Annex A (informative) Example of system architectures . 23
Annex B (informative) Example of device processing . 25
Bibliography . 26
Figure 1 – Lifecycle solutions for energy efficiency . 6
Figure 2 – General architecture of devices . 13
Figure A.1 – Basic local monitoring and measuring system architecture . 23
Figure A.2 – Advanced local monitoring and measuring system architecture . 23
Figure A.3 – Remote monitoring and measuring system architecture . 24
Figure B.1 – General data processing of the general device . 25
Table 1 – Environmental conditions . 11
Table 2 – Devices coding table . 12
Table 3 – List of minimum functions of the devices . 14
Table 4 – Enclosure mechanical requirements . 18
Table 5 – Minimum IP requirements . 18
Table 6 – Marking to apply to devices . 19
Table 7 –Specific performance criteria . 20
Table 8 – Additional tests for class 2 devices . 21
Table 9 – Climatic requirements . 22
– 4 – IEC 62974-1:2017 © IEC 2017
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
MONITORING AND MEASURING SYSTEMS USED
FOR DATA COLLECTION, GATHERING AND ANALYSIS –
Part 1: Device requirements
FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
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indispensable for the correct application of this publication.
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patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 62974-1 has been prepared by IEC technical committee 85:
Measuring equipment for electrical and electromagnetic quantities.
The text of this standard is based on the following documents:
FDIS Report on voting
85/587/FDIS 85/589/RVD
Full information on the voting for the approval of this International Standard can be found in
the report on voting indicated in the above table.
This document has been drafted in accordance with the ISO/IEC Directives, Part 2.
The committee has decided that the contents of this document will remain unchanged until the
stability date indicated on the IEC website under "http://webstore.iec.ch" in the data related to
the specific document. At this date, the document will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
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 document using a
colour printer.
– 6 – IEC 62974-1:2017 © IEC 2017
INTRODUCTION
The use of electrical energy needs to be optimised worldwide to ensure more efficient use of
available energy sources, for enhanced competitiveness, and for reducing greenhouse gas
emissions and other related environmental impacts.
It implies better energy management leading to a necessary improvement of energy
performance, particularly in terms of efficiency, use and consumption. This can be
summarized by the lifecycle shown in Figure 1:
Lifecycle solutions for Energy Efficiency
Energy audit
and Measure
building, industrial
process
Optimize through
Fix the basics Monitor, maintain,
Control
Automation and
Low consumption improve
improve
regulation
devices, Meters installation
HVAC control,
insulation material, Monitoring services
Energy management system
lightning control,
power factor EE analysis software
(EnMS) according to ISO 50001
variable speed
correction…
with monitoring and measurement
drives…
equipment (PMD) according to
IEC 61557-12
Passive Active
energy efficiency energy efficiency
IEC
Figure 1 – Lifecycle solutions for energy efficiency
Standards such as ISO 50001, ISO 50002, ISO 50006 and IEC 60364-8-1 are providing
information related to this topic.
What is not known cannot be changed, and what is not measured is not known. Consequently,
there is an increasing need to measure energy within the installations in order to:
• monitor performance indicators or to monitor energy baselines, or
• compare energy performance between baseline period and reporting period as described
in ISO 50006.
Measurements can be collected by employees at a defined frequency, provided absences are
accounted for (vacation, off sick, etc.), provided the measurements are relevant (number of
measurement points to collect) and provided measurements can be relatively coherent
(synchronism).
This is why more and more devices are used for collection, gathering and sometimes analysis
of measured data. Some typical architectures are given in Annex A.
MONITORING AND MEASURING SYSTEMS USED
FOR DATA COLLECTION, GATHERING AND ANALYSIS –
Part 1: Device requirements
1 Scope
This part of IEC 62974 specifies product and performance requirements for devices that fall
under the heading of “monitoring and measuring systems used for data collection, gathering
and analysis”, for industrial, commercial and similar use rated below or equal to 1 kV AC and
1,5 kV DC.
These devices are fixed and are intended to be used indoors as panel-mounted devices, or as
modular devices fixed on a DIN rail, or as housing devices fixed on a DIN rail, or as devices
fixed by other means inside a cabinet.
These devices are used to upload or download information (energy measured on loads, power
metering and monitoring data, temperature information…), mainly for energy efficiency
purposes. These devices are known as energy servers, energy data loggers, data gateways
and I/O data concentrators.
NOTE These systems are embedded or can be connected to a software application capable of consolidating data
and delivering automatic analysis. Automatic analysis can include calculation of energy baselines or energy
performance indicators as requested for the energy management system required by ISO 50001, or can be used
during energy audits as defined in ISO 50002, or can be used for monitoring an installation complying with
IEC 60364-8-1. These devices can also be used for certification according to labels such as LEED, BREEAM , HQE,
etc.
This standard does not cover:
• devices used only in the consumer market (living quarters) or household;
• devices used in the smart metering infrastructure (e.g. smart meters);
• devices used in the smart grid infrastructure;
• devices used as IT servers in the information technology business;
• power metering and monitoring devices: PMD with additional functions (e.g. energy data
logger function);
• I/O data concentrators already covered by a specific product standard;
• communication protocols and interoperability;
• power quality instruments (PQI);
• software used for the data collection and analysis of the power quality for the supply side.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their
content constitutes requirements 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.
IEC 60068-2-1, Environmental testing – Part 2-1: Tests – Test A: Cold
IEC 60068-2-2, Environmental testing – Part 2-2: Tests – Tests B: Dry heat
– 8 – IEC 62974-1:2017 © IEC 2017
IEC 60068-2-14, Environmental testing – Part 2-14 – Tests – Test N: Change of temperature
IEC 60068-2-78, Environmental testing – Part 2-78 – Tests – Test Cab: Damp heat, steady
state
IEC 60529, Degrees of protection provided by enclosures (IP Code)
IEC 60721-3-1, Classification of environmental conditions – Part 3: Classification of groups of
environmental parameters and their severities – Section 1: Storage
IEC 60721-3-2, Classification of environmental conditions – Part 3: Classification of groups of
environmental parameters and their severities – Section 2: Transportation
IEC 60721-3-3, Classification of environmental conditions – Part 3: Classification of groups of
environmental parameters and their severities – Section 3: Stationary use at weatherprotected
locations
IEC 61000-4-5, Electromagnetic compatibility (EMC) – Part 4-5: Testing and measurement
techniques – Surge immunity test
IEC 61000-4-8, Electromagnetic compatibility (EMC) – Part 4-8: Testing and measurement
techniques – Testing and measurement techniques – Power frequency magnetic field
immunity test
IEC 61000-4-11, Electromagnetic compatibility (EMC) – Part 4-11: Testing and measurement
techniques – Voltage dips, short interruptions and voltage variations immunity tests
IEC 61010 (all parts), Safety requirements for electrical equipment for measurement, control,
and laboratory use
IEC 61131-2:2003, Programmable controllers – Part 2: Equipment requirements and tests
IEC 61326-1, Electrical equipment for measurement, control and laboratory use – EMC
requirements – Part 1: General requirements
IEC 62053-31, Electricity metering equipment (a.c.) – Particular requirements – Part 31: Pulse
output devices for electromechanical and electronic meters (two wires only)
IEC 62262, Degrees of protection provided by enclosures for electrical equipment against
external mechanical impacts (IK code)
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following
addresses:
• IEC Electropedia: available at http://www.electropedia.org
• ISO online browsing platform: available at http://www.iso.org/obp
3.1 General definitions
3.1.1
energy data
quantities related to the management of energy measured in industrial, commercial and
similar plants, including energy consumption, relevant variables and electrical parameters
Note 1 to entry: Energy consumption refers to the various forms of energy (electricity, fossil fuels, steam, heat,
compressed air, etc.).
Note 2 to entry: Electrical parameters refer to P, U, I, PF, THD, harmonics, etc., which can also be monitored.
3.1.2
relevant variable
quantifiable factor that impacts energy performance and routinely changes
EXAMPLE: Production parameters (production, volume, production rate, etc.); weather conditions (outdoor
temperature, degree days, etc.); operating hours; operating parameters (operational temperature, light level, etc.).
[SOURCE: ISO 50006:2014, 3.14]
3.1.3
energy baseline
EnB
quantified reference(s) providing a basis for comparison of energy performance
Note 1 to entry: An energy baseline can be normalized using variables affecting energy use and/or consumption,
such as production level, the degree days (outdoor temperature), etc.
Note 2 to entry: Energy baseline is also used to calculate energy savings, as a reference with and without
implementation of energy performance improvement actions, or evaluated over a period of time.
[SOURCE: ISO 13273-1:2015, 3.3.8]
3.1.4
energy performance indicator
EnPI
quantitative value or measure of energy performance
Note 1 to entry: The EnPIs used in energy management systems (EnMS) are defined by the organization.
Note 2 to entry: The EnPIs could be expressed as a simple metric, ratio or a more complex model.
Note 3 to entry: The main types of EnPI are:
• measured energy value: consumption of an entire site, or one or more energy uses measured by a meter;
• ratio of measured values: expression of the energy efficiency;
• statistical model: relationship between energy consumption and the relevant factors using linear or non-linear
regressions;
• physical model: relationship between energy consumption and the relevant factors using physical simulations.
[SOURCE: ISO 13273-1:2015, 3.3.6, modified – Addition of Note 3 that refers to the last
paragraph of 4.3.1 of ISO 50006:2014]
3.1.5
monitoring and measuring system
system in charge of metering, measuring, collecting, concentrating and analysing energy data
3.1.6
data retention
capability to store data for a specified time duration within a powered or unpowered device
– 10 – IEC 62974-1:2017 © IEC 2017
3.1.7
data backup
capability to store a copy of data stored in a device for an unlimited time duration
Note 1 to entry: The copied data is supposed to provide data in the case of a device failure leading to data loss
3.2 Device definitions
3.2.1
energy servers
ESE
devices in charge of computation and retention of energy data, relevant variables, and
visualisation through a local display or remote access, in electrical distribution systems of
industrial, commercial and similar plants
3.2.2
energy data logger
EDL
devices in charge of logging and exporting information to networks, in electrical distribution
systems of industrial, commercial and similar plants
3.2.3
data gateway
DGW
devices in charge of transmission of information between networks in electrical distribution
systems of industrial, commercial and similar plants
3.2.4
I/O data concentrator
IODC
devices for collection of digital and/or analogue energy data in electrical distribution systems
of industrial, commercial and similar plants
3.2.5
measuring device
device able to measure energy data
3.3 Definitions related to inputs and outputs
3.3.1
pulse device
functional unit for emitting, transmitting, retransmitting or receiving electric pulses,
representing finite quantities, such as energy normally transmitted from some form of meter
(electricity, gas, water, etc.) to a receiver unit
[SOURCE: IEC 62053-31:1998, 3.2.2, modified – "gas" and "water" added.]
3.3.2
pulse input device
pulse device for receiving pulses related to an energy measurement (electricity, gas, water,
etc.)
[SOURCE: IEC 62053-31:1998, 3.2.3, modified – "related to an energy measurement
(electricity, gas, water, etc.)" added.]
3.3.3
pulse output device
pulse device for emitting pulses related to an energy measurement (electricity, gas, water,
etc.)
[SOURCE: IEC 62053-31:1998, 3.2.4, modified – "related to an energy measurement
(electricity, gas, water, etc.)" added.]
3.3.4
control output
unit able to control the state (on or off) of an external device
EXAMPLE: Control output managing a contactor (digital value) or a temperature regulator (analogue output)
4 Environmental conditions
Typical environmental conditions are described in Table 1.
Table 1 – Environmental conditions
Environmental parameters Storage and transport Indoor operation
Ambient temperature: limit range of For K55 class: For K55 class:
a e
operation
−25 °C to +70 °C −5 °C to +55 °C
For K70 class: For K70 class:
−40 °C to + 70 °C −25 °C to +70 °C
d d
Relative humidity: 24 h average from 5 % to 95 % from 5 % to 95 %
Solar radiations Negligible Negligible
Wind-driven precipitation (rain, Negligible Negligible
snow, hail, etc.)
c c
Air pollution by dust, salt, smoke, No significant air pollution No significant air pollution
corrosive/flammable gas, vapours
Vibration, earth tremors IEC 60721-3-1 / 1M3 IEC 60721-3-3 / 3M3
IEC 60721-3-2 / 2M3
Electromagnetic disturbance --- Industrial electromagnetic
immunity environment as defined in
IEC 61326-1 Table 2
Altitude ---
≤ 2 000 m
Pollution degree --- 2 according to IEC 61010
b
Overvoltage category (relative to the --- IEC 61010 Overvoltage category III
mains supply)
a
See definition. Temperature may be lower on the front face of panel mounted instruments.
b
For guidance on the overvoltage category, see IEC 61010-1.
c
These conditions correspond to maximum values given for classes 3C2 and 3S2 in IEC 60721-3-3.
d
No condensation or ice is taken into consideration.
e
Limit temperatures are extreme temperatures. The device is not supposed to stay at limit T° during 100% of
the time.
5 Ratings
No requirements.
6 Design and construction
6.1 General
Devices shall comply with the requirements specified hereafter.
– 12 – IEC 62974-1:2017 © IEC 2017
6.2 Product coding
Devices shall be classified according to the following criterion.
• Kind of device:
– IODC: I/O data concentrators;
– DGW: data gateways;
– EDL: energy data logger;
– ESE: energy servers.
• Temperature class:
– K55 class;
– K70 class.
• Product performance class:
– class 1: for devices intended to manage (collect, store, transmit) energy data within the
EMC environmental conditions described in Table 1;
– class 2: for devices intended to manage (collect, store, transmit) energy data within the
EMC environmental conditions described in Table 1, and intended to have a better
immunity even in the presence of longer or harsher EMC disturbances, and intended to
be robust against connectivity losses.
Devices shall be named according to the coding of Table 2.
Table 2 – Devices coding table
Kind of device Class For devices intended to For devices intended to
work up to K55 climatic work up to K70 climatic
environment environment
a
Energy I/O concentrators Class 1 EIOC, Class 1, K55 EIOC, Class 1, K70
Data Gateways Class 1 DGW, Class 1, K55 DGW, Class 1, K70
b
Class 2 DGW, Class 2, K55 DGW, Class 2, K70
Energy Data Logger Class 1 EDL, Class 1, K55 EDL, Class 1, K70
Class 2 EDL, Class 2, K55 EDL, Class 2, K70
Energy Servers Class 1 ESE, Class 1, K55 ESE, Class 1, K70
Class 2 ESE, Class 2, K55 ESE, Class 2, K70
a
No need for class 2 on IODC
b
Since data gateways are not managing “logged data” or “aggregated date”, they are not subject to the “data
retention” requirement
6.3 General architecture of devices
Energy servers (ESE), energy data loggers (EDL), data gateways (DGW) and I/O data
concentrators (IODC) shall be composed of one or several functional blocks as defined in
Figure 2.
Device HMI
Analogue and digital
input management
Analogue and digital
Management unit
output management
Downstream Upstream
communication communication
IEC
Figure 2 – General architecture of devices
6.4 General data processing
ESEs, EDLs, DGWs and IODCs are part of a general data processing system.
NOTE See example shown in informative Annex B. Further information is provided in Annex A.
6.5 Requirements on minimum functions embedded in devices
ESEs, EDLs, DGWs and IODCs shall embed the mandatory functions defined in Table 3.
Requirements on functions listed in Table 3 are specified in 6.6.
– 14 – IEC 62974-1:2017 © IEC 2017
Table 3 – List of minimum functions of the devices
Functions (see 6.6) Requirement Requirement Requirement Requirement
for IODC for DGW for EDL for ESE
Management of I/O
Collection of digital or analogue input(s) M O O O
Update of digital or analogue output(s) O O O O
Communication connectivity features
Upstream connectivity M M M M
Downstream connectivity --- M M M
Time stamping
Data time stamping --- O M M
Management of logged data
Data logging --- --- M M
Logged data retention --- --- M M
Publication of logged data --- --- M M
Management of aggregated data
Data aggregation --- --- --- M
Publication of aggregated data --- --- --- O
Aggregated data backup --- --- --- O
Analysis of aggregated data
Simple energy efficiency applications --- --- --- M
Advanced energy efficiency applications --- --- --- O
HMI features
Visualization on a local or remote display --- --- --- M
Key
M: mandatory
O: optional
---: not relevant
6.6 Requirements on functions
6.6.1 General
Table 3 specifies “M” (mandatory) and “O” (optional) functions. In case either mandatory or
optional functions are implemented in the device, then these functions shall comply with the
requirements within the relevant subclauses of 6.6.
6.6.2 Communication connectivity features
6.6.2.1 General
Devices shall comply with the relevant communication standards or specifications.
6.6.2.2 Loss of connectivity
Manufacturers shall document the behaviour of the device in case of loss of downstream or
upstream communications. In particular, the manufacturer shall document how the loss of
communication is reported and/or recorded by the device, and what diagnostic information is
provided.
6.6.3 Management of digital and/or analogue input(s) or output(s)
6.6.3.1 General
Devices embedding this function shall comply with the relevant standards, if any.
6.6.3.2 Analogue input(s)/output(s)
Analogue inputs/outputs shall comply with IEC 61131-2.
NOTE 1 The currents of analogue input/outputs are usually 4 mA to 20 mA, but can also be 0 mA to 20 mA.
NOTE 2 The voltages of analogue inputs/outputs are usually 0 V to 5 V, but can also be 0 V to 10 V.
6.6.3.3 Pulse input(s)/output(s)
Pulse inputs/outputs shall comply with 4.1 of IEC 62053-31:1998 (Functional requirements).
6.6.3.4 Digital input(s)/output(s)
There are no required standards to be met.
6.6.4 Data time stamping
Manufacturers shall document the resolution of data stamping.
NOTE 1 Preferably, data is stamped as close as possible to when it has been measured.
Preferred data time stamps shall be UTC (Greenwich Mean Time); use of another format shall
be described.
NOTE 2 Additional information, such as time zone or DST offset, may accompany the time stamp.
6.6.5 Management of logged data
6.6.5.1 Data logging
Devices shall log raw data and their associated information (zone, energy use, time stamp).
6.6.5.2 Logged data retention capability
Manufacturers shall document the data retention capabilities: number and time interval of
measurements retained during a specified time.
Devices embedding this function shall be able to retain logged data in the absence of mains
power during the specified retention time. Devices embedding this function shall be able to
continue to operate during an upstream communication outage without any loss of logged
data during the specified retention time, and without missing any data coming from
downstream communication.
Devices embedding this function shall be able to continue to operate during an upstream
communication outage without any loss of logged data during the specified retention time, and
without missing any data coming from downstream communication during the specified
retention time.
Class 2 devices shall have a minimum specified retention time of 24 hours.
6.6.5.3 Logged data up-loading
Manufacturers shall define uploading capabilities of logged data.
– 16 – IEC 62974-1:2017 © IEC 2017
In particular, manufacturers shall document if data is kept available in the device after it has
been uploaded, and, in such a case, how long it is kept.
6.6.6 Management of aggregated data
6.6.6.1 Data aggregation
Manufacturers shall document the units and the method used to aggregate data. In particular,
they will define the way to aggregate data:
• by zone;
• by energy use (ventilation, lighting, cooling, transportation, processes, production lines,
etc.).
NOTE 1 The concepts of energy use and zone are defined in ISO 50001 and IEC 60364-8-1.
6.6.6.2 Aggregated data backup
Devices shall be able to manage a device failure: they will save aggregated data by any
means, for example on a removable memory module, on remote memory storage or on a data
server.
6.6.6.3 Aggregated data uploading
Manufacturers shall document uploading capabilities of aggregated data.
In particular, manufacturers shall specify and document how long aggregated data shall be
kept available in the device after it has been uploaded.
6.6.7 Analysis of aggregated data
6.6.7.1 Simple energy efficiency applications
Manufacturers shall document applications implemented in the device.
NOTE Examples of simple energy efficiency applications include: consumption aggregation by use or by zone,
cost allocation.
6.6.7.2 Advanced energy efficiency applications
Manufacturers shall document applications implemented in the device.
NOTE Examples of advanced energy efficiency applications include: bill estimation, calculation of “EnPI” and
“baselines” according to ISO 50001 and ISO 50006.
6.6.8 Local visualisation on a Human Machine Interface
Manufacturers shall document how visualization on a local or remote display function is
ensured.
6.6.9 Configuration management
The device configuration shall be retained without time limit, even in the case of a power
outage.
6.7 Safety requirements
6.7.1 General
Devices shall comply with the requirements of IEC 61010 in addition to the requirements of
6.7.2, 6.7.3 and 6.7.4.
6.7.2 Clearances and creepage distances
Clearances and creepage distances shall be selected at least in accordance with:
• pollution degree 2;
• overvoltage category III for mains circuits.
6.7.3 Accessible parts
Requirements for accessible parts as defined in IEC 61010 apply.
Circuits intended to be connected to an external accessible circuit shall be considered to be
accessible conductive parts, e.g. communication circuits.
A communication port that may be connected to a data system shall also be considered to be
an accessible conductive part.
These accessible conductive parts require protection against single fault condition.
NOTE Basic insulation is not sufficient protection against single fault condition. Examples of relevant insulation
are double insulation or reinforced insulation (see IEC 61010).
6.7.4 Hazardous live parts
In a distribution system, the neutral conductor shall be considered to be a hazardous live part.
6.8 EMC requirements
6.8.1 General
Devices shall comply with Table 2 (Immunity test requirements for equipment intended to be
used in an industrial electromagnetic environment) of IEC 61326-1:2012 for immunity tests.
For emissions, either class A or class B limits as defined in IEC 61326-1:2012 shall apply.
6.8.2 Class 1 devices
No additional requirements.
6.8.3 Class 2 devices
Class 2 devices shall pass the additional tests specified in Table 8.
6.9 Mechanical requirements
6.9.1 Product mechanical robustness
Devices shall withstand vibrations, shocks during operation. Devices shall withstand
vibrations, shocks and free falls during transport.
6.9.2 Enclosure robustness (IK code)
The requirements of Table 4 shall be fulfilled
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