SIST EN 62682:2015
(Main)Management of alarms for the process industries (IEC 62682:2014)
Management of alarms for the process industries (IEC 62682:2014)
This International Standard specifies general principles and processes for the lifecycle
management of alarm systems based on programmable electronic controller and computerbased
human-machine interface (HMI) technology for facilities in the process industries. It
covers all alarms presented to the operator, which includes alarms from basic process control
systems, annunciator panels, safety instrumented systems, fire and gas systems, and
emergency response systems.
The practices in this standard are applicable to continuous, batch, and discrete processes.
There can be differences in implementation to meet the specific needs based on process
type.
In jurisdictions where the governing authorities (e.g., national, federal, state, province, county,
city) have established process safety design, process safety management, or other
requirements, in addition to the requirements of this standard, these should be taken into
consideration.
The primary function within the alarm system is to notify operators of abnormal process
conditions or equipment malfunctions and support the response. The alarm systems can
include both the basic process control system (BPCS) and the safety instrumented system
(SIS), each of which uses measurements of process conditions and logic to generate alarms.
Figure 1 illustrates the concepts of alarm and response dataflow through the alarm system.
The alarm system also includes a mechanism for communicating the alarm information to the
operator via an HMI, usually a computer screen or an annunciator panel. Additional functions
of the alarm system are an alarm and event log, an alarm historian, and the generation of
performance metrics for the alarm system. There are external systems that can use the data
from the alarm system.
Alarmmanagement in der Prozessindustrie (IEC 62682:2014)
Gestion de systèmes d'alarme dans les industries de transformation (IEC 62682:2014)
L'IEC 62682:2014 spécifie les principes et les processus généraux pour la gestion de cycle de vie des systèmes d'alarme basés sur l'automate électronique programmable et la technologie d'interface homme-machine (IHM) pour des moyens dans les industries de transformation. Elle couvre toutes les alarmes présentées à l'opérateur, qui incluent les systèmes de commande de processus de base, les panneaux d'annonce, les systèmes instrumentés de sécurité, les systèmes incendie et gaz ainsi que les systèmes d'intervention en cas d'urgence.
Upravljanje alarmov za procesno industrijo (IEC 62682:2014)
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN 62682:2015
01-junij-2015
Upravljanje alarmov za procesno industrijo (IEC 62682:2014)
Management of alarms for the process industries (IEC 62682:2014)
Alarmmanagement in der Prozessindustrie (IEC 62682:2014)
Gestion de systèmes d'alarme dans les industries de transformation (IEC 62682:2014)
Ta slovenski standard je istoveten z: EN 62682:2015
ICS:
13.320 Alarmni in opozorilni sistemi Alarm and warning systems
25.040.01 Sistemi za avtomatizacijo v Industrial automation
industriji na splošno systems in general
SIST EN 62682:2015 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST EN 62682:2015
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SIST EN 62682:2015
EUROPEAN STANDARD EN 62682
NORME EUROPÉENNE
EUROPÄISCHE NORM
January 2015
ICS 13.320; 25.040
English Version
Management of alarms systems for the process industries
(IEC 62682:2014)
Gestion de systèmes d'alarme dans les industries de Alarmmanagement in der Prozessindustrie
transformation (IEC 62682:2014)
(IEC 62682:2014)
This European Standard was approved by CENELEC on 2014-11-19. 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
© 2015 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN 62682:2015 E
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SIST EN 62682:2015
EN 62682:2015 - 2 -
Foreword
The text of document 65A/704/FDIS, future edition 1 of IEC 62682, 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 62682:2015.
The following dates are fixed:
(dop) 2015-08-19
• latest date by which the document has to be
implemented at national level by
publication of an identical national
standard or by endorsement
• latest date by which the national (dow) 2017-11-19
standards conflicting with the
document have to be withdrawn
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 62682:2014 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 61511 Series NOTE Harmonized as EN 61511 Series (not modified).
IEC 61511-1 NOTE Harmonized as EN 61511-1.
IEC 62541-9 NOTE Harmonized as EN 62541-9.
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SIST EN 62682:2015
IEC 62682
®
Edition 1.0 2014-10
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
Management of alarms systems for the process industries
Gestion de systèmes d'alarme dans les industries de transformation
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
PRICE CODE
INTERNATIONALE
XC
CODE PRIX
ICS 13.320; 25.040 ISBN 978-2-8322-1868-6
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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CONTENTS
FOREWORD . 9
INTRODUCTION . 11
1 Scope . 12
1.1 General applicability . 12
1.2 Exclusions and inclusions . 13
1.2.1 Operators . 13
1.2.2 Process sensors and final control elements . 13
1.2.3 Safety instrumented systems . 13
1.2.4 Event data . 13
1.2.5 Alarm identification methods . 14
1.2.6 Management of change . 14
2 Normative references. 14
3 Terms, definitions, and abbreviations . 14
3.1 Terms and definitions . 14
3.2 Abbreviations . 22
4 Conformance to this standard . 22
4.1 Conformance guidance . 22
4.2 Existing systems . 23
4.3 Responsibility . 23
5 Alarm system models . 23
5.1 Alarm systems . 23
5.2 Alarm management lifecycle . 23
5.2.1 Alarm management lifecycle model . 23
5.2.2 Alarm management lifecycle stages . 24
5.2.3 Alarm lifecycle entry points . 27
5.2.4 Simultaneous and encompassing stages . 27
5.2.5 Alarm management lifecycle loops . 27
5.2.6 Alarm management lifecycle stage inputs and outputs . 28
5.3 Alarm states . 29
5.3.1 Alarm state transition diagram . 29
5.3.2 Alarm states. 30
5.3.3 Alarm state transition paths . 31
5.4 Alarm response timeline . 32
5.4.1 General . 32
5.4.2 Normal (A) . 33
5.4.3 Unacknowledged (B) . 33
5.4.4 Acknowledged (C) and response . 33
5.4.5 Return-to-normal (D) . 34
5.4.6 Consequence threshold . 34
5.5 Feedback model of operator-process interaction . 34
5.5.1 General . 34
5.5.2 Detect . 35
5.5.3 Diagnose . 35
5.5.4 Respond . 35
5.5.5 Performance shaping factors . 35
6 Alarm philosophy . 35
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6.1 Purpose . 35
6.2 Alarm philosophy contents . 35
6.2.1 General . 35
6.2.2 Purpose of alarm system . 36
6.2.3 Definitions . 37
6.2.4 References . 37
6.2.5 Roles and responsibilities for alarm management . 37
6.2.6 Alarm design principles . 37
6.2.7 Rationalization . 37
6.2.8 Alarm class definition . 37
6.2.9 Highly managed alarms . 38
6.2.10 HMI design principles . 38
6.2.11 Prioritization method . 38
6.2.12 Alarm setpoint determination . 39
6.2.13 Alarm system performance monitoring . 39
6.2.14 Alarm system maintenance . 39
6.2.15 Testing of the alarm system . 39
6.2.16 Approved enhanced and advanced alarming techniques . 39
6.2.17 Alarm documentation . 39
6.2.18 Implementation guidance . 40
6.2.19 Management of change . 40
6.2.20 Training . 40
6.2.21 Alarm history preservation . 40
6.2.22 Related site procedures . 40
6.2.23 Specific alarm design considerations . 41
6.2.24 Alarm system audit . 41
6.3 Alarm philosophy development and maintenance . 41
7 Alarm system requirements specification . 41
7.1 Purpose . 41
7.2 Recommendations. 42
7.3 Development . 42
7.4 Systems evaluation . 42
7.5 Customization . 43
7.6 Alarm system requirements testing . 43
8 Identification . 43
8.1 Purpose . 43
8.2 Alarm identification methods . 43
8.3 Identification training . 43
9 Rationalization . 43
9.1 Purpose . 43
9.2 Rationalization documentation . 44
9.2.1 Rationalization documentation requirements . 44
9.2.2 Rationalization documentation recommendations . 44
9.3 Alarm justification . 44
9.3.1 Alarm justification process . 44
9.3.2 Justification approach . 44
9.3.3 Individual alarm justification . 45
9.3.4 Impact on alarm system . 45
9.4 Alarm setpoint determination . 45
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9.5 Prioritization . 45
9.6 Removal . 45
9.7 Classification . 46
9.8 Review . 46
9.9 Use of documentation. 46
10 Detailed design: Basic alarm design . 46
10.1 Purpose . 46
10.2 Usage of alarm states . 46
10.2.1 Alarm state triggering . 46
10.2.2 Alarm states and other logic functions . 46
10.2.3 Alarm suppression and other logic functions . 47
10.3 Alarm types . 47
10.4 Alarm attributes . 47
10.4.1 General . 47
10.4.2 Alarm description . 48
10.4.3 Alarm setpoints . 48
10.4.4 Alarm priority . 48
10.4.5 Alarm deadbands . 48
10.4.6 Alarm on-delay and off-delay . 48
10.5 Programmatic changes to alarm attributes . 49
10.6 Review basic alarm design . 49
11 Detailed design: Human-machine interface design for alarm systems . 49
11.1 Purpose . 49
11.2 HMI functions . 49
11.2.1 General . 49
11.2.2 HMI information requirements . 49
11.2.3 HMI functional requirements . 50
11.2.4 HMI display requirements . 50
11.2.5 Alarm records requirements . 50
11.2.6 Alarm records recommendations . 50
11.3 Alarm states indications . 50
11.3.1 General . 50
11.3.2 Required alarm state indications . 51
11.3.3 Recommended alarm state indications . 51
11.3.4 Audible alarm state indications . 52
11.4 Alarm priority indications . 52
11.4.1 General . 52
11.4.2 Alarm priority indication requirements . 52
11.4.3 Colour alarm priority indications requirements . 52
11.4.4 Recommended alarm priority indications . 53
11.5 Alarm message indications . 53
11.5.1 General . 53
11.5.2 Recommended alarm message indications . 53
11.6 Alarm displays . 53
11.6.1 General . 53
11.6.2 Alarm summary display . 54
11.6.3 Alarm summary status . 55
11.6.4 Alarm log displays . 55
11.6.5 Process displays . 56
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11.6.6 Tag detail displays . 56
11.6.7 Other display elements . 56
11.7 Alarm shelving . 56
11.7.1 General . 56
11.7.2 Alarm shelving functional requirements . 56
11.7.3 Alarm shelving functional recommendations. 57
11.7.4 Shelved alarm displays . 57
11.8 Out-of-service alarms . 57
11.8.1 General . 57
11.8.2 Out-of-service alarm functional requirements . 58
11.8.3 Out-of-service alarm displays . 58
11.9 Alarms suppressed by design . 58
11.9.1 General . 58
11.9.2 Designed suppression functional requirements . 58
11.9.3 Design suppression functional recommendations . 59
11.9.4 Suppressed-by-design displays . 59
11.10 Alarm annunciator integration . 59
11.10.1 General . 59
11.10.2 Alarm annunciator integration recommendations . 59
11.10.3 Alarm annunciator display integration recommendations . 60
11.11 Safety alarm HMI . 60
11.11.1 General . 60
11.11.2 Independent safety alarm HMI . 60
12 Detailed design: Enhanced and advanced alarm methods . 60
12.1 Purpose . 60
12.2 Basis of enhanced and advanced alarming . 60
12.2.1 General . 60
12.2.2 Effort, manpower requirements and complexity . 60
12.3 Information linking . 61
12.4 Logic-based alarming . 61
12.4.1 General . 61
12.4.2 Alarm attribute modification . 61
12.4.3 Externally enabled systems . 61
12.4.4 Logical alarm suppression and attribute modification . 61
12.4.5 State-based alarming . 61
12.5 Model-based alarming . 61
12.6 Additional alarming considerations . 62
12.6.1 General . 62
12.6.2 Non-control room considerations . 62
12.6.3 Remote alarm systems . 62
12.6.4 Supplementary alarm systems . 62
12.6.5 Batch process considerations . 62
12.7 Training, testing, and auditing systems . 63
12.8 Alarm attribute enforcement . 63
13 Implementation . 63
13.1 Purpose . 63
13.2 Implementation planning . 63
13.3 Implementation training . 63
13.3.1 General . 63
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13.3.2 Implementation training . 63
13.3.3 Implementation training requirements . 64
13.3.4 Training documentation requirements for highly managed alarms . 64
13.3.5 Training documentation recommendations . 64
13.3.6 Implementation training requirements for new or modified alarm
systems . 64
13.3.7 Implementation training recommendations for new or modified alarm
systems . 64
13.4 Implementation testing and validation . 64
13.4.1 General . 64
13.4.2 Implementation testing requirements for highly managed alarms . 64
13.4.3 Implementation testing recommendations for new or modified alarms . 65
13.4.4 Implementation testing requirements for new or modified alarm systems . 65
13.5 Implementation documentation . 65
13.5.1 General . 65
13.5.2 Documentation requirements . 65
13.5.3 Implementation documentation recommendations . 65
14 Operation . 66
14.1 Purpose .
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