Cause and Effect Matrix (IEC 62881:2018)

This document addresses the setting and implementation of C&E matrices for a consistent
use in engineering activities. It aims to describe a simple format used to support a consistent
exchange of information between different engineering disciplines involved in project or
maintenance activities. The document defines the minimum requirements of the C&E matrix
content, which is derived from existing design documents, for example P&ID or verbal
descriptions.
The transfer of the relations defined in C&E matrices into a functional or source code for the
application programming of PLC/DCS is out of the scope of this document. In addition, this
document does not cover the implementation of complex and/or sequential logics at a
dedicated automation platform, which will require additional stipulations to be done/ followed.
It is understood, that C&E matrices in fact can be used to document the fault reactions of the
plant equipment and therefore can be used as reference point for the necessary safety
verifications to be applied.
C&E matrices as defined in this document do not have the same scope as Fishbone or
Ishikawa diagrams, which are often named in the literature as cause and effect diagrams.

Ursache-Wirkungstabelle (IEC 62881:2018)

Matrice des causes et effets (IEC 62881:2018)

IEC 62881:2018 traite de la définition et de la mise en œuvre des matrices C&E pour une utilisation cohérente dans le cadre des activités d'ingénierie. Son objectif est de spécifier un format simple de prise en charge d'un échange cohérent d'informations entre les différentes disciplines techniques intervenant dans les activités liées au projet ou de maintenance. Le document définit les exigences minimales concernant le contenu des matrices C&E issu des documents de conception existants, par exemple des plans de tuyauterie et d'instrumentation ou des descriptions verbales.
La transformation des relations définies dans les matrices C&E en un code fonctionnel ou source pour la programmation d'application des AP/DCS ne relève pas du domaine d'application du présent document. De plus, le présent document ne traite pas de la mise en œuvre de logiques complexes et/ou séquentielles sur une plate-forme d'automatisation dédiée, qui exige la définition/le respect de spécifications supplémentaires.
Il est entendu que les matrices C&E peuvent en fait servir à documenter les réactions aux anomalies des équipements d'une installation et par conséquent être également utilisées comme point de référence pour les vérifications de sécurité nécessaires à effectuer.
Les matrices C&E telles que définies dans le présent document ne relèvent pas du même domaine d’application que les diagrammes en arête de poisson ou diagrammes d’Ishikawa, également appelés diagrammes de causes-effets dans les ouvrages de référence.

Preglednica vzrokov in učinkov (IEC 62881:2018)

Ta dokument obravnava pripravo ter uvedbo preglednic vzrokov in učinkov za dosledno uporabo v inženirskih aktivnostih. Opisuje preprost format za zagotavljanje dosledne izmenjave informacij med različnimi inženirskimi disciplinami, ki sodelujejo pri projektnih ali vzdrževalnih dejavnostih. Dokument določa minimalne zahteve za vsebino preglednice vzrokov in učinkov, ki izhaja iz obstoječih projektnih dokumentov, na primer orodja P&ID ali besednih opisov.
Prenos odnosov, določenih v preglednicah vzrokov in učinkov, v funkcionalno ali izvorno kodo za programiranje aplikacij PLC/DCS, ne spada na področje uporabe tega dokumenta. Poleg tega ta dokument ne zajema izvajanja kompleksnih in/ali zaporednih logik na namenski platformi za avtomatizacijo, za kar bo treba pripraviti dodatne predpise in jih upoštevati.
Jasno je, da je mogoče preglednice vzrokov in učinkov dejansko uporabiti za dokumentiranje napak v opremi obrata in jih je mogoče uporabiti kot referenčno točko za potrebna varnostna preverjanja.
Preglednice vzrokov in učinkov, kot so opredeljene v tem dokumentu, nimajo enakega obsega kot sheme Fishbone ali Ishikawa, ki se v literaturi pogosto imenujejo sheme vzrokov in učinkov.

General Information

Status
Published
Publication Date
13-Jan-2019
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
03-Dec-2018
Due Date
07-Feb-2019
Completion Date
14-Jan-2019

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2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.Ursache-Wirkungstabelle (IEC 62881:2018)Matrice des causes et effets (IEC 62881:2018)Cause and Effect Matrix (IEC 62881:2018)25.040.40Merjenje in krmiljenje industrijskih postopkovIndustrial process measurement and controlICS:Ta slovenski standard je istoveten z:EN IEC 62881:2018SIST EN IEC 62881:2019en,fr,de01-februar-2019SIST EN IEC 62881:2019SLOVENSKI

STANDARD
SIST EN IEC 62881:2019
EUROPEAN STANDARD NORME EUROPÉENNE EUROPÄISCHE NORM
EN IEC 62881
November 2018 ICS 25.040.40
English Version
Cause and Effect Matrix (IEC 62881:2018)
Matrice des causes et effets (IEC 62881:2018)

Ursache-Wirkungstabelle (IEC 62881:2018) This European Standard was approved by CENELEC on 2018-11-14. CENELEC members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CENELEC member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by translation under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the same status as the official versions. CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom. European Committee for Electrotechnical Standardization

Comité Européen de Normalisation Electrotechnique Europäisches Komitee für Elektrotechnische Normung CEN-CENELEC Management Centre: Rue de la Science 23,

B-1040 Brussels © 2018 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.

Ref. No. EN IEC 62881:2018 E SIST EN IEC 62881:2019

EN IEC 62881:2018 (E) 2 European foreword The text of document 65/701/FDIS, future edition 1 of IEC 62881, prepared by IEC/TC 65 "Industrial-process measurement, control and automation" was submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN IEC 62881:2018. The following dates are fixed: • latest date by which the document has to be implemented at national level by publication of an identical national standard or by endorsement (dop) 2019-08-14 • latest date by which the national standards conflicting with the document have to be withdrawn (dow) 2021-11-14

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. CENELEC shall not be held responsible for identifying any or all such patent rights.

Endorsement notice The text of the International Standard IEC 62881:2018 was approved by CENELEC as a European Standard without any modification. In the official version, for Bibliography, the following notes have to be added for the standards indicated: IEC 61131-3 NOTE Harmonized as EN 61131-3 IEC 61508-1 NOTE Harmonized as EN 61508-1 IEC 61511-1:2016 NOTE Harmonized as EN 61511-1:2017 (not modified) IEC 61511-1:2016/A1:2017 NOTE Harmonized as EN 61511-1:2017/A1:2017 (not modified) IEC 61511-2 NOTE Harmonized as EN 61511-2 IEC 62061 NOTE Harmonized as EN 62061 IEC 62381:2012 NOTE Harmonized as EN 62381:2012 (not modified) ISO 10418:2003 NOTE Harmonized as EN ISO 10418:2003 (not modified) ISO 10628-1 NOTE Harmonized as EN ISO 10628-1 ISO 10628-2 NOTE Harmonized as EN ISO 10628-2

SIST EN IEC 62881:2019
EN IEC 62881:2018 (E) 3 Annex ZA (normative)

Normative references to international publications with their corresponding European publications 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.

NOTE 1

Where an International Publication has been modified by common modifications, indicated by (mod), the relevant EN/HD applies.

NOTE 2

Up-to-date information on the latest versions of the European Standards listed in this annex is available here: www.cenelec.eu.

Publication Year Title
EN/HD Year IEC 62708 -

Documents kinds for electrical and instrumentation projects in the process industry

EN 62708 -
IEC 81346-1 -

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

EN 81346-1 -
ISO 7200 -

Technical product documentation - Data fields in title blocks and document headers

EN ISO 7200 -
SIST EN IEC 62881:2019
SIST EN IEC 62881:2019

IEC 62881 Edition 1.0 2018-10 INTERNATIONAL STANDARD NORME INTERNATIONALE Cause and effect matrix

Matrice des causes et effets

INTERNATIONAL ELECTROTECHNICAL COMMISSION COMMISSION ELECTROTECHNIQUE INTERNATIONALE

ICS 25.040.40
ISBN 978-2-8322-6078-4
® Registered trademark of the International Electrotechnical Commission
Marque déposée de la Commission Electrotechnique Internationale ®

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

Attention! Veuillez vous assurer que vous avez obtenu cette publication via un distributeur agréé. SIST EN IEC 62881:2019 colourinside

– 2 – IEC 62881:2018 © IEC 2018 CONTENTS FOREWORD ........................................................................................................................... 3 INTRODUCTION ..................................................................................................................... 5 1 Scope .............................................................................................................................. 6 2 Normative references ...................................................................................................... 6 3 Terms, definitions and abbreviated terms ........................................................................ 6 3.1 Terms and definitions .............................................................................................. 6 3.2 Abbreviated terms ................................................................................................... 7 4 Conformity ....................................................................................................................... 8 5 Design of C&E matrices ................................................................................................... 8 5.1 Layout principles ..................................................................................................... 8 5.2 Attributes of causes ................................................................................................ 8 5.3 Attributes of effects ................................................................................................. 9 5.4 Attributes of relations .............................................................................................. 9 5.5 Marking of changes and modifications .................................................................... 9 6 Use of C&E matrices ..................................................................................................... 10 6.1 Uniform, interdisciplinary access to functional description ..................................... 10 6.2 Application for linear logic ..................................................................................... 10 6.3 Application for non-linear logic .............................................................................. 10 6.4 Project workflow.................................................................................................... 11 7 Examples ...................................................................................................................... 12 7.1 C&E matrix with minimum requirement for cause and effect, and alternative 1 for relations ........................................................................................................ 12 7.2 C&E matrix with minimum requirement for cause and effect, and alternative 2 for relations ........................................................................................................ 13 7.3 C&E matrix with optional attributes for cause and effect, and alternative 2 for relations ................................................................................................................ 14 Bibliography .......................................................................................................................... 15

Figure 1 – C&E matrix ............................................................................................................. 8 Figure 2 – Project workflow ................................................................................................... 11 Figure 3 – C&E matrix with minimum requirement for cause and effect, and alternative 1 for relations ....................................................................................................................... 12 Figure 4 – C&E matrix with minimum requirement for cause and effect, and alternative 2 for relations ....................................................................................................................... 13 Figure 5 – C&E matrix with optional attributes for cause and effect, and alternative 2 for relations .......................................................................................................................... 14

SIST EN IEC 62881:2019
IEC 62881:2018 © IEC 2018 – 3 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION ____________
CAUSE AND EFFECT MATRIX

FOREWORD 1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising all national electrotechnical committees (IEC National Committees). The object of IEC is to promote international co-operation on all questions concerning standardization in the electrical and electronic fields. To this end and in addition to other activities, IEC publishes International Standards, Technical Specifications, Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested in the subject dealt with may participate in this preparatory work. International, governmental and non-governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely with the International Organization for Standardization (ISO) in accordance with conditions determined by agreement between the two organizations. 2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international consensus of opinion on the relevant subjects since each technical committee has representation from all interested IEC National Committees.

3) IEC Publications have the form of recommendations for international use and are accepted by IEC National Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any misinterpretation by any end user. 4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications transparently to the maximum extent possible in their national and regional publications. Any divergence between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in the latter. 5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any services carried out by independent certification bodies. 6) All users should ensure that they have the latest edition of this publication. 7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and members of its technical committees and IEC National Committees for any personal injury, property damage or other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC Publications.

8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is indispensable for the correct application of this publication. 9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of patent rights. IEC shall not be held responsible for identifying any or all such patent rights. International Standard IEC 62881 has been prepared by IEC technical committee 65: Industrial-process measurement, control and automation. The text of this standard is based on the following documents: FDIS Report on voting 65/701/FDIS 65/711/RVD

Full information on the voting for the approval of this standard can be found in the report on voting indicated in the above table. This publication has been drafted in accordance with the ISO/IEC Directives, Part 2. SIST EN IEC 62881:2019

– 4 – IEC 62881:2018 © IEC 2018 The committee has decided that the contents of this publication will remain unchanged until the stability date indicated on the IEC website under "http://webstore.iec.ch" in the data related to the specific publication. At this date, the publication will be

• reconfirmed, • withdrawn, • replaced by a revised edition, or • amended.

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.

SIST EN IEC 62881:2019
IEC 62881:2018 © IEC 2018 – 5 –

INTRODUCTION Efficient engineering and reliable operation of automated plants strongly depend on clear and unambiguous description of regulatory controls and logic interlocks. For regulatory controls this description can typically be done for example via process flow diagrams and P&IDs (ISO 10628), which are accepted by process and I&C staff in engineering and operation of manufacturing and process plants. Regarding logic interlocks the widely distributed logic or functional diagrams are very often regarded by process engineers and plant operators as too complex (especially when using the fail-safe principle) and overloaded with detailed information.

This document describes a simple and widely accepted method to document logic interlocks in process and manufacturing industries – the "cause and effect matrix" (C&E matrix). C&E matrices can be applied with minimal previous knowledge and easy handling to describe the functions required for controlling a process independently from the automation platform used. They enable a sound understanding of the required relation from a process point of view without the need of detailed knowledge of the platform specific corresponding PLC/DCS program logic.

During the entire life cycle of a plant (e.g. engineering, commissioning, start-up and operation) C&E matrices are very useful to illustrate the functionalities of package units and their interfaces to related sections of the plant. In particular they support the fulfilment of legal or insurance requirements (e.g. governmental regulations, fire and gas regulations, machinery directives such as IEC 62061). It is possible to find C&E matrices included in other types of documents, for example fire protection datasheets but still the principle of identification of the cause and the effects and their logical relations defined in an intersection applies. In addition, they can be used to illustrate the consequences of embedded diagnostic functions (e.g. activation of a trip function in case of detection

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