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

IEC 81346-1:2022 establishes general principles for the structuring of systems including structuring of 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 finding 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.
IEC 81346-1:2022 cancels and replaces the first edition published in 2009. This edition constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous edition:
a) the scope includes a reference to IEC Guide 108 for being a horizontal publication;
b) synchronization with IEC 81346-2:2019 and ISO 81346-12:2018;
c) the introduction of the type aspect;
d) introduction of an information model of the reference designation system;
e) introduction of an information model for the framework of reference designation system to comply with International Standard 81346 series;
f) introduction of recommendation for metadata for design structure management;
g) introduction of rules and method for designation of relations between objects;
h) introduction of requirements for development of sector-specific parts of the International Standard 81346 series;
i) introduction of requirements for incorporation of sub-object in object structures;
j) introduction of recommendations for documentation of the application of the International Standard 81346 series;
k) introduced definition of new terms used;
l) new rules added and existing rules modified;
m) notes related to rules are converted to normative text as "Comment to Rule nn".

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".

General Information

Status
Published
Publication Date
29-Mar-2022
Current Stage
PPUB - Publication issued
Completion Date
30-Mar-2022
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IEC 81346-1
Edition 2.0 2022-03
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
HORIZONTAL PUBLICATION
PUBLICATION HORIZONTALE
Industrial systems, installations and equipment and industrial products –
Structuring principles and reference designations –
Part 1: Basic rules
Systèmes industriels, installations et appareils, et produits industriels –
Principes de structuration et désignations de référence –
Partie 1: Règles de base
IEC 81346-1:2022-03(en-fr)
---------------------- Page: 1 ----------------------
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---------------------- Page: 2 ----------------------
IEC 81346-1
Edition 2.0 2022-03
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
HORIZONTAL PUBLICATION
PUBLICATION HORIZONTALE
Industrial systems, installations and equipment and industrial products –
Structuring principles and reference designations –
Part 1: Basic rules
Systèmes industriels, installations et appareils, et produits industriels –
Principes de structuration et désignations de référence –
Partie 1: Règles de base
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 01.110; 29.020 ISBN 978-2-8322-1077-7

Warning! Make sure that you obtained this publication from an authorized distributor.

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---------------------- Page: 3 ----------------------
– 2 – IEC 81346-1:2022 © IEC 2022
CONTENTS

FOREWORD ........................................................................................................................... 8

INTRODUCTION ................................................................................................................... 11

1 Scope ............................................................................................................................ 13

2 Normative references .................................................................................................... 13

3 Terms and definitions .................................................................................................... 14

4 Concepts ....................................................................................................................... 16

4.1 Object ................................................................................................................... 16

4.2 Aspect .................................................................................................................. 17

4.3 Systems ................................................................................................................ 19

4.4 Structuring ............................................................................................................ 19

4.5 Function ................................................................................................................ 19

4.6 Products and components ..................................................................................... 20

4.7 Location ................................................................................................................ 21

4.8 Types.................................................................................................................... 21

4.9 Object occurrences and product individuals .......................................................... 21

4.10 Relations between concepts ................................................................................. 22

5 Structuring principles ..................................................................................................... 23

5.1 General ................................................................................................................. 23

5.2 Forming structures ................................................................................................ 26

5.3 Function-oriented structure ................................................................................... 28

5.4 Product-oriented structure..................................................................................... 29

5.5 Location-oriented structure ................................................................................... 30

5.6 Type-oriented structure ......................................................................................... 31

5.7 Structures based on "other aspects" ..................................................................... 31

5.8 Structures based on more than one aspect ........................................................... 33

6 Construction of reference designations .......................................................................... 34

6.1 General ................................................................................................................. 34

6.2 Format of reference designations .......................................................................... 35

6.2.1 Single level .................................................................................................... 35

6.2.2 Multi-level ...................................................................................................... 36

6.2.3 Use of letter codes ........................................................................................ 36

6.3 Different structures within the same aspect ........................................................... 37

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

8 Designation of locations ................................................................................................ 39

8.1 General ................................................................................................................. 39

8.2 Assemblies ........................................................................................................... 39

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

9.1 Reference designations ........................................................................................ 41

9.2 Reference designation set .................................................................................... 42

9.3 Presentation of identifiers for the top-node ............................................................ 43

10 Labelling ........................................................................................................................ 44

11 Presentation of properties for an object ......................................................................... 45

12 Application of the reference designation system ............................................................ 46

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

A.1 General ................................................................................................................. 47

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IEC 81346-1:2022 © IEC 2022 – 3 –

A.2 EXPRESS-G model ............................................................................................... 47

A.3 Entity descriptions ................................................................................................ 48

A.3.1 object ............................................................................................................ 48

A.3.2 aspect ........................................................................................................... 48

A.3.3 object_occurrence ......................................................................................... 48

A.3.4 function_occurrence ...................................................................................... 48

A.3.5 product_occurrence ....................................................................................... 49

A.3.6 location_occurrence....................................................................................... 49

A.3.7 type_occurrence ............................................................................................ 49

A.3.8 other_aspect_occurrence............................................................................... 49

A.3.9 reference_designation ................................................................................... 49

A.3.10 single_level_reference_designation ............................................................... 49

A.3.11 multi_level_reference_designation ................................................................. 50

A.3.12 reference_designation_set ............................................................................. 50

A.3.13 classification_scheme .................................................................................... 50

A.3.14 class .............................................................................................................. 50

A.3.15 top_node_identifier ........................................................................................ 51

A.3.16 product_individual ......................................................................................... 51

A.4 Enumerations ........................................................................................................ 51

A.4.1 aspect_kind ................................................................................................... 51

A.4.2 81346_classification_domain ......................................................................... 51

A.5 EXPRESS code .................................................................................................... 52

Annex B (informative) Establishment and life cycle of objects .............................................. 54

B.1 Establishment and validity of objects .................................................................... 54

B.2 Life cycle story of an object................................................................................... 55

B.2.1 Overview ....................................................................................................... 55

B.2.2 Function aspect and function based on a function-oriented structure (A)........ 55

B.2.3 Functional requirement specification FR1 (B) ................................................. 57

B.2.4 Location aspect and reference designation based on a location-oriented

structure (C) .................................................................................................. 57

B.2.5 Component type specification CT1 (D) ........................................................... 57

B.2.6 Function list for system design FL1 and location list for physical design

LL1 (E) .......................................................................................................... 58

B.2.7 Product specification PS1 (F) ........................................................................ 58

B.2.8 Parts list for manufacturing/installation PL1 (G) ............................................. 58

B.2.9 Transport specification (H) ............................................................................. 59

B.2.10 Installation (J) ................................................................................................ 59

B.2.11 Commissioning (K) ........................................................................................ 59

B.2.12 Acceptance and individual log IL1 (L) ............................................................ 59

B.2.13 Operation and maintenance (M) ..................................................................... 59

B.2.14 Alternative motor product individual (N) ......................................................... 60

B.2.15 Alternative motor type and supplier CT2, PS2 (P) .......................................... 60

B.2.16 Process modification (R) ................................................................................ 60

B.2.17 Location extension (S) ................................................................................... 60

B.2.18 Etc. (T) .......................................................................................................... 60

B.2.19 Closing down (U) ........................................................................................... 60

B.2.20 Dismantling (V) .............................................................................................. 60

B.2.21 Life cycle end (X) ........................................................................................... 61

B.3 Discussion on the concept "object" ................................................................................ 61

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– 4 – IEC 81346-1:2022 © IEC 2022

B.3.1 Different meanings of "motor" ........................................................................ 61

B.3.2 Definition of "object" ...................................................................................... 61

B.4 Discussion on different life cycles .................................................................................. 62

Annex C (informative) Manipulation of objects ..................................................................... 63

C.1 General ................................................................................................................. 63

C.2 Establishment and validity of objects .................................................................... 63

C.2.1 Structuring ..................................................................................................... 63

C.2.2 Ending the structuring .................................................................................... 64

C.2.3 Relations between closely related objects ...................................................... 64

C.2.4 The roles of the reference designations set ................................................... 66

C.2.5 Example ........................................................................................................ 66

C.3 Life cycle situations .............................................................................................. 71

C.3.1 One object for all aspects .............................................................................. 71

C.3.2 One object for each aspect ............................................................................ 72

Annex D (informative) Interpretation of reference designations using different aspects ........ 74

Annex E (normative) Object represented with several top nodes in an aspect ...................... 77

E.1 General ................................................................................................................. 77

E.2 Example using aspect shift in structures ............................................................... 77

E.3 Example using aspect-oriented structures ............................................................. 78

Annex F (informative) Examples of multiple structures based on the same aspect ............... 80

F.1 Different function-oriented structures for a process plant ...................................... 80

F.2 Topographical location of a system versus locations within an assembly............... 81

F.3 Different structuring for different needs ................................................................. 82

Annex G (normative) Incorporating sub-objects in object structures ..................................... 84

G.1 General ................................................................................................................. 84

G.2 Example................................................................................................................ 84

Annex H (informative) Example of reference designations within a system ........................... 88

Annex I (normative) Designation of relations between objects .............................................. 94

I.1 General ................................................................................................................. 94

I.2 Basic principles ..................................................................................................... 94

I.3 Designation of associative relations ...................................................................... 94

I.4 Classification of relation kinds ............................................................................... 95

I.5 Example of designation of associative relations .................................................... 95

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

International Standard 81346 series .............................................................................. 97

J.1 General ................................................................................................................. 97

J.2 81346 framework information model...................................................................... 97

J.2.1 EXPRESS-G model ....................................................................................... 97

J.2.2 Entity descriptions ......................................................................................... 98

J.2.3 Enumerations – 81346_classification_domain .............................................. 100

J.2.4 EXPRESS code ........................................................................................... 102

Annex K (informative) Metadata resource for structure management .................................. 103

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

reference designation system ............................................................................................. 105

Annex M (informative) Fundamental ideas for this document.............................................. 111

M.1 General ............................................................................................................... 111

M.2 Basic requirements for a reference designation system ....................................... 111

M.3 Required properties for a reference designation system ...................................... 111

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IEC 81346-1:2022 © IEC 2022 – 5 –

Annex N (informative) Relationship to other standards ....................................................... 112

N.1 General ............................................................................................................... 112

N.2 Use together with ISO/IEC/IEEE 42010:2011 ...................................................... 112

N.2.1 General ....................................................................................................... 112

N.2.2 Architecture description and architecture description language .................... 112

N.3 Use together with IEC 61355-1:2008 ................................................................... 113

N.3.1 General ....................................................................................................... 113

N.3.2 Document designation ................................................................................. 113

N.4 Use together with IEC 61175-1:2015 ................................................................... 114

N.4.1 General ....................................................................................................... 114

N.4.2 Signal designation ....................................................................................... 114

N.5 Use together with IEC 61666:2010 ...................................................................... 115

N.5.1 General ....................................................................................................... 115

N.5.2 Terminal designation ................................................................................... 115

Bibliography ........................................................................................................................ 116

Figure 1 – International Standards providing a consistent system for designation,

documentation and presentation of information ..................................................................... 12

Figure 2 – Illustration of an object ......................................................................................... 17

Figure 3 – Aspects of an object ............................................................................................. 18

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

technical process .................................................................................................................. 19

Figure 5 – Example of functionality of a technical system and a technical process ................ 20

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

occurrence ............................................................................................................................ 22

Figure 7 – Illustration of structural decomposition of an object from different aspects ........... 24

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

composition .......................................................................................................................... 25

Figure 9 – Structure tree of object A (alternative 1) ............................................................... 26

Figure 10 – Structure tree of object A (alternative 2) ............................................................. 26

Figure 11 – Constituents in one aspect of object type 1 ........................................................ 27

Figure 12 – Constituents in one aspect of object type 2 ........................................................ 27

Figure 13 – Constituents in one aspect of object type 5 ........................................................ 27

Figure 14 – Structure tree of object type 1 ............................................................................ 28

Figure 15 – Illustration of a function-oriented structure ......................................................... 29

Figure 16 – Illustration of a product-oriented structure .......................................................... 30

Figure 17 – Illustration of a location-oriented structure .......................................................... 31

Figure 18 – Example of the use of "other aspect" .................................................................. 32

Figure 19 – Example of the use of "other aspect" .................................................................. 33

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

aspects are used also for internal structuring ........................................................................ 33

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

objects identified by means of another aspect ....................................................................... 34

Figure 22 – Relation between a multi-level reference designation and its single-level

reference designations .......................................................................................................... 36

Figure 23 – Example of reference designation sets ............................................................... 38

Figure 24 – Example of designation of mounting planes inside a factory build assembly ....... 40

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– 6 – IEC 81346-1:2022 © IEC 2022

Figure 25 – Examples of designation of locations inside a factory build assembly ................. 41

Figure 26 – Different objects on a site identified with top node identifiers .............................. 44

Figure 27 – The common initial portion of reference designations ......................................... 44

Figure 28 – Labelling of reference designations .................................................................... 45

Figure 29 – Presentation of a property in combination with a reference designation .............. 45

Figure A.1 – EXPRESS-G model of the reference designation system .................................. 47

Figure B.1 – Development situations of objects ..................................................................... 54

Figure B.2 – The object’s life cycle ....................................................................................... 56

Figure C.1 – Three independently defined objects ................................................................ 65

Figure C.2 – Three separate objects with mutual relations .................................................... 65

Figure C.3 – The three objects are merged into one .............................................................. 66

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

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