SIST EN 61069-8:2017

Industrial-process measurement, control and automation - Evaluation of system properties for the purpose of system assessment - Part 8: Assessment of other system properties (IEC 61069-8:2016)

Assessment methodology detailed in EN 61069-2 is applied to obtain the assessment programme of the non-task-related properties. Each of the properties is analyes, and the criteria to be taken into account when assessing non-task-related properties are described. References are made to supplementary evaluation techniques.

Leittechnik für industrielle Prozesse - Ermittlung der Systemeigenschaften zum Zweck der Eignungsbeurteilung eines Systems - Teil 8: Auswertung anderer Systemeigenschaften (IEC 61069-8:2016)

Mesure, commande et automation dans les processus industriels - Appréciation des propriétés d'un sytème en vue de son évaluation - Partie 8: Evaluation des autres propriétés d'un système (IEC 61069-8:2016)

L'IEC 61069-8:2016 spécifie la méthode d'évaluation détaillée des autres propriétés d'un système faisant partie d'un système de commande de base (BCS) qui repose sur les principes de base de l'IEC 61069-1 et la méthodologie de l'IEC 61069-2; définit la classification de base des autres propriétés d'un système; décrit les facteurs ayant une influence sur les autres propriétés d'un système et dont il faut tenir compte lors de l'appréciation des autres propriétés d'un système; et donne des lignes directrices concernant les techniques de sélection à partir d'un ensemble d'options (avec références) pour l'appréciation des autres propriétés d'un système. Cette deuxième édition annule et remplace la première édition parue en 1998. Cette édition constitue une révision technique. Cette édition inclut les modifications techniques majeures suivantes par rapport à l'édition précédente:
- réorganisation des informations contenues dans l'IEC 61069-8:1998 visant à mieux organiser l'ensemble complet de normes et à le rendre plus cohérent;
- l'IEC TS 62603-1 a été incorporée dans cette édition.

Meritve, krmiljenje in avtomatizacija v industrijskih procesih - Ocenjevanje lastnosti sistema zaradi njegovega vrednotenja - 8. del: Vrednotenje drugih lastnosti sistema (IEC 61069-8:2016)

Metodologija vrednotenja, ki je natančno opisana v standardu EN 61069-2, se uporablja za pridobitev programa vrednotenja lastnosti, ki niso povezane z opravilom. Vsaka lastnost je analizirana ter opisana so merila, ki jih je treba upoštevati pri vrednotenju lastnosti, ki niso povezane z opravilom. Navedeni so sklici na dodatne tehnike vrednotenja.

General Information

• Status: Published
• Publication Date: 19-Feb-2017
• ICS: 25.040.40 - Industrial process measurement and control
• Technical Committee: MOV - Measuring equipment for electromagnetic quantities
• Current Stage: 6060 - National Implementation/Publication (Adopted Project)
• Start Date: 05-Oct-2016
• Due Date: 10-Dec-2016
• Completion Date: 20-Feb-2017
• Ref Project: EN 61069-8:2016 - Industrial-process measurement, control and automation - Evaluation of system properties for the purpose of system assessment - Part 8: Assessment of other system properties

Relations

• Replaces: SIST EN 61069-8:2001 - Industrial-process measurement and control - Evaluation of system properties for the purpose of system assessment -- Part 8: Assessment of non-task-related system properties
• Effective Date: 04-Oct-2016

Standards Content (Sample)

SLOVENSKI STANDARD
SIST EN 61069-8:2017
01-marec-2017
1DGRPHãþD
SIST EN 61069-8:2001
Meritve, krmiljenje in avtomatizacija v industrijskih procesih - Ocenjevanje
lastnosti sistema zaradi njegovega vrednotenja - 8. del: Vrednotenje drugih
lastnosti sistema (IEC 61069-8:2016)
Industrial-process measurement, control and automation - Evaluation of system
properties for the purpose of system assessment - Part 8: Assessment of other system
properties (IEC 61069-8:2016)
Leittechnik für industrielle Prozesse - Ermittlung der Systemeigenschaften zum Zweck
der Eignungsbeurteilung eines Systems - Teil 8: Auswertung anderer
Systemeigenschaften (IEC 61069-8:2016)
Mesure, commande et automation dans les processus industriels - Appréciation des
propriétés d'un sytème en vue de son évaluation - Partie 8: Evaluation des autres
propriétés d'un système (IEC 61069-8:2016)
Ta slovenski standard je istoveten z: EN 61069-8:2016
ICS:
25.040.40 Merjenje in krmiljenje Industrial process
industrijskih postopkov measurement and control
SIST EN 61069-8:2017 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN 61069-8:2017

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SIST EN 61069-8:2017


EUROPEAN STANDARD EN 61069-8

NORME EUROPÉENNE

EUROPÄISCHE NORM
September 2016
ICS 25.040.40 Supersedes EN 61069-8:1999
English Version
Industrial-process measurement, control and automation -
Evaluation of system properties for the purpose of system
assessment - Part 8: Assessment of other system properties
(IEC 61069-8:2016)
Mesure, commande et automation dans les processus Leittechnik für industrielle Prozesse - Ermittlung der
industriels - Appréciation des propriétés d'un sytème en vue Systemeigenschaften zum Zweck der Eignungsbeurteilung
de son évaluation - Partie 8: Evaluation des autres eines Systems - Teil 8: Auswertung anderer
propriétés d'un système Systemeigenschaften
(IEC 61069-8:2016) (IEC 61069-8:2016)
This European Standard was approved by CENELEC on 2016-07-20. 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, 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: Avenue Marnix 17, B-1000 Brussels
© 2016 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
 Ref. No. EN 61069-8:2016 E

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SIST EN 61069-8:2017
EN 61069-8:2016
European foreword
The text of document 65A/796/FDIS, future edition 2 of IEC 61069-8, prepared by SC 65A "System
aspects", of IEC/TC 65 "Industrial-process measurement, control and automation" was submitted to
the IEC-CENELEC parallel vote and approved by CENELEC as EN 61069-8:2016.
The following dates are fixed:
(dop) 2017-04-20
• latest date by which the document has to be implemented at
national level by publication of an identical national
standard or by endorsement
(dow) 2019-07-20
• latest date by which the national standards conflicting with
the document have to be withdrawn

This document supersedes EN 61069-8:1999.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC [and/or CEN] shall not be held responsible for identifying any or all such
patent rights.
Endorsement notice
The text of the International Standard IEC 61069-8:2016 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 60300-2 NOTE Harmonized as EN 60300-2.
1)
IEC 61069-3:2016 NOTE Harmonized as EN 61069-3:201X (not modified).
1)
IEC 61069-4:2016 NOTE Harmonized as EN 61069-4:201X (not modified).
IEC 61069-5:2016 NOTE Harmonized as EN 61069-5:2016 (not modified).
IEC 61069-6:2016 NOTE Harmonized as EN 61069-6:2016 (not modified).
IEC 61069-7:2016 NOTE Harmonized as EN 61069-7:2016 (not modified).

1) To be published.
2

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SIST EN 61069-8:2017
EN 61069-8:2016
IEC 61082-1 NOTE Harmonized as EN 61082-1.
2)
IEC 61082-2 NOTE Harmonized as EN 61082-2.
2)
IEC 61082-3 NOTE Harmonized as EN 61082-3.
2)
IEC 61082-4 NOTE Harmonized as EN 61082-4.
IEC 61187 NOTE Harmonized as EN 61187.
3)
IEC 61346-1 NOTE Harmonized as EN 61346-1.
3)
IEC 61346-2 NOTE Harmonized as EN 61346-2.
IEC 61355 NOTE Harmonized in EN 61355 series.
IEC 61508 NOTE Harmonized in EN 61508 series.
IEC/TS 62603-1 NOTE Harmonized as CLC/TS 62603-1.
ISO 19011 NOTE Harmonized as EN ISO 19011.
ISO 9000 NOTE Harmonized as EN ISO 9000.
ISO 9001 NOTE Harmonized as EN ISO 9001.


2) Superseded by IEC 61082-1:2006, Preparation of documents used in electrotechnology - Part 1: Rules,
harmonized as EN 61082-1:2006.
3) Superseded by IEC 81346-1:2009, Industrial systems, installations and equipment and industrial products -
Structuring principles and reference designations – Part 1: Basic rules, harmonized as EN 81346-1:2009.
3

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SIST EN 61069-8:2017
EN 61069-8:2016
Annex ZA
(normative)

Normative references to international publications
with their corresponding European publications
The following documents, in whole or in part, are normatively referenced in this document and are
indispensable for its application. For dated references, only the edition cited applies. For undated
references, the latest edition of the referenced document (including any amendments) applies.
NOTE 1 When 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
4)
IEC 61069-1 2016 Industrial-process measurement, control EN 61069-1 201X
and automation - Evaluation of system
properties for the purpose of system
assessment -
Part 1: Terminology and basic concepts
4)
IEC 61069-2 2016 Industrial-process measurement, control EN 61069-2 201X
and automation - Evaluation of system
properties for the purpose of system
assessment -
Part 2: Assessment methodology


4) To be published.
4

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SIST EN 61069-8:2017




IEC 61069-8

®


Edition 2.0 2016-06




INTERNATIONAL



STANDARD




NORME



INTERNATIONALE
colour

inside










Industrial-process measurement, control and automation – Evaluation of system

properties for the purpose of system assessment –

Part 8: Assessment of other system properties




Mesure, commande et automation dans les processus industriels – Appréciation

des propriétés d'un système en vue de son évaluation –


Partie 8: Évaluation des autres propriétés d'un système













INTERNATIONAL

ELECTROTECHNICAL

COMMISSION


COMMISSION

ELECTROTECHNIQUE


INTERNATIONALE




ICS 25.040.40 ISBN 978-2-8322-3451-8



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.

® Registered trademark of the International Electrotechnical Commission
Marque déposée de la Commission Electrotechnique Internationale

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SIST EN 61069-8:2017
– 2 – IEC 61069-8:2016 © IEC 2016
CONTENTS
FOREWORD . 5
INTRODUCTION . 7
1 Scope . 9
2 Normative references. 9
3 Terms, definitions, abbreviated terms, acronyms, conventions and symbols . 9
3.1 Terms and definitions . 9
3.2 Abbreviated terms, acronyms, conventions and symbols . 9
4 Basis of assessment specific to other system properties . 9
4.1 Other system properties . 9
4.1.1 General . 9
4.1.2 Quality assurance . 10
4.1.3 System support . 11
4.1.4 Compatibility . 13
4.1.5 Physical properties . 13
4.2 Factors influencing OSP . 13
5 Assessment method . 14
5.1 General . 14
5.2 Defining the objective of the assessment . 14
5.3 Design and layout of the assessment . 14
5.4 Planning the assessment program . 14
5.5 Execution of the assessment . 14
5.6 Reporting of the assessment . 14
6 Evaluation techniques . 15
6.1 General . 15
6.2 Analytical evaluation techniques . 15
6.2.1 Evaluation of quality assurance . 15
6.2.2 Evaluation of systems support . 15
6.2.3 Evaluation of compatibility . 15
6.2.4 Evaluation of physical properties . 16
6.3 Empirical evaluation techniques. 16
6.3.1 Evaluation of systems support . 16
6.3.2 Evaluation of compatibility . 16
6.4 Additional topics for evaluation techniques . 16
Annex A (informative) Checklist and/or example of SRD for system functionality . 17
A.1 SRD information . 17
A.2 System support . 17
A.3 Quality assurance . 17
Annex B (informative) Check list and/or example of SSD for system functionality . 18
B.1 SSD information . 18
B.2 Check points for other aspects . 18
Annex C (informative) Assessment of non-task-related system properties, sample
system specification information from IEC TS 62603-1 . 19
C.1 Overview. 19
C.2 Non-task-related system properties . 19
C.2.1 Technical and commercial support . 19

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SIST EN 61069-8:2017
IEC 61069-8:2016 © IEC 2016 – 3 –
C.2.2 Training of the personnel . 19
C.2.3 Technical support for operation . 19
C.2.4 Warranty . 20
C.2.5 References of the vendor . 20
C.3 System support . 21
C.3.1 Automatic documentation . 21
C.3.2 On-line documentation . 21
Annex D (informative) Subjects to be considered on type of training required for the
mission . 22
D.1 General . 22
D.2 Enabling factors . 22
D.2.1 General . 22
D.2.2 Knowledge . 22
D.2.3 Attitude . 23
D.3 Skills . 23
D.3.1 General . 23
D.3.2 Technical skills . 23
D.3.3 Skill to make decisions . 24
D.3.4 Skill to communicate effectively . 24
D.4 Overview of training items . 24
Annex E (informative) Evaluation indicators to assess quality assurance . 27
E.1 Company . 27
E.2 Technologies . 28
E.3 Processes . 29
E.4 Products . 30
E.5 Deliveries . 31
Annex F (informative) Evaluation matrix to assess compatibility . 33
Bibliography . 34

Figure 1 – General layout of IEC 61069 . 8
Figure 2 – Other system properties . 10

Table D.1 – Training items . 24
Table E.1 – Company profile . 27
Table E.2 – Management . 27
Table E.3 – Quality management system (QM) . 27
Table E.4 – Co-operation and service (overall assessment) . 28
Table E.5 – Product strategy . 28
Table E.6 – Production . 28
Table E.7 – Development . 28
Table E.8 – Co-operation . 29
Table E.9 – Process documentation . 29
Table E.10 – Process control . 29
Table E.11 – Environmental compatibility . 29
Table E.12 – Co-operation . 30
Table E.13 – Delivery quality . 30

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SIST EN 61069-8:2017
– 4 – IEC 61069-8:2016 © IEC 2016
Table E.14 – Reliability . 30
Table E.15 – Processing of complaints . 30
Table E.16 – Co-operation . 31
Table E.17 – Delivery logistics . 31
Table E.18 – Transport systems . 31
Table E.19 – Cost management . 32
Table E.20 – Co-operation . 32
Table F.1 – Evaluation matrix to assess compatibility . 33

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SIST EN 61069-8:2017
IEC 61069-8:2016 © IEC 2016 – 5 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________

INDUSTRIAL-PROCESS MEASUREMENT, CONTROL AND AUTOMATION –
EVALUATION OF SYSTEM PROPERTIES FOR
THE PURPOSE OF SYSTEM ASSESSMENT –

Part 8: Assessment of other system properties

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 61069-8 has been prepared by subcommittee 65A: System
aspects, of IEC technical committee 65: Industrial-process measurement, control and
automation.
This second edition cancels and replaces the first edition published in 1999. This edition
constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous
edition:
a) reorganization of the material of IEC 61069-8:1999 to make the overall set of standards
more organized and consistent;
b) IEC TS 62603-1 has been incorporated into this edition.

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SIST EN 61069-8:2017
– 6 – IEC 61069-8:2016 © IEC 2016
The text of this standard is based on the following documents:
FDIS Report on voting
65A/796/FDIS 65A/806/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.
A list of all parts in the IEC 61069 series, published under the general title Industrial-process
measurement, control and automation – Evaluation of system properties for the purpose of
system assessment, can be found on the IEC website.
The committee has decided that the contents of this publication will remain unchanged until
the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.

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.

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SIST EN 61069-8:2017
IEC 61069-8:2016 © IEC 2016 – 7 –
INTRODUCTION
IEC 61069 deals with the method which should be used to assess system properties of a
basic control system (BCS). IEC 61069 consists of the following parts.
Part 1: Terminology and basic concepts
Part 2: Assessment methodology
Part 3: Assessment of system functionality
Part 4: Assessment of system performance
Part 5: Assessment of system dependability
Part 6: Assessment of system operability
Part 7: Assessment of system safety
Part 8: Assessment of other system properties
Assessment of a system is the judgement, based on evidence, of the suitability of the system
for a specific mission or class of missions.
To obtain total evidence would require complete evaluation (for example under all influencing
factors) of all system properties relevant to the specific mission or class of missions.
Since this is rarely practical, the rationale on which an assessment of a system should be
based is:
– the identification of the importance of each of the relevant system properties,
– the planning for evaluation of the relevant system properties with a cost-effective
dedication of effort to the various system properties.
In conducting an assessment of a system, it is crucial to bear in mind the need to gain a
maximum increase in confidence in the suitability of a system within practical cost and time
constraints.
An assessment can only be carried out if a mission has been stated (or given), or if any
mission can be hypothesized. In the absence of a mission, no assessment can be made;
however, evaluations can still be specified and carried out for use in assessments performed
by others. In such cases, IEC 61069 can be used as a guide for planning an evaluation and it
provides methods for performing evaluations, since evaluations are an integral part of
assessment.
In preparing the assessment, it can be discovered that the definition of the system is too
narrow. For example, a facility with two or more revisions of the control systems sharing
resources, for example a network, should consider issues of co-existence and inter-operability.
In this case, the system to be investigated should not be limited to the “new” BCS; it should
include both. That is, it should change the boundaries of the system to include enough of the
other system to address these concerns.
The series structure and the relationship among the parts of IEC 61069 are shown in Figure 1.

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SIST EN 61069-8:2017
– 8 – IEC 61069-8:2016 © IEC 2016

IEC 61069: Industrial-process measurement, control and automation –
Evaluation of system properties for the purpose of system assessment
Part 1: Terminology and basic concepts
• Basic concept
• Terminology ‐ Objective
‐ Common terms ‐ Description of system
‐ Terms for particular part
‐ System properties
‐ Influencing factors
Part 2: Assessment methodology
• Generic requirements of procedure of assessment
‐ Overview, approach and phases
‐ Requirements for each phase
‐ General description of evaluation techniques
Parts 3 to 8: Assessment of each system property
• Basics of assessment specific to each property
‐ Properties and influencing factors
• Assessment method for each property
• Evaluation techniques for each property

IEC
Figure 1 – General layout of IEC 61069
Some example assessment items are integrated in Annex C.

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SIST EN 61069-8:2017
IEC 61069-8:2016 © IEC 2016 – 9 –
IND
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