oSIST prEN IEC 62974-1:2023
(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
Erfassungs- und Messsysteme zur Datenerfassung, -Übertragung und -Analyse - Teil 1: Anforderungen an die Geräte
Systèmes de surveillance et de mesure utilisés pour la collecte et l'analyse de données - Partie 1: Exigences relatives aux dispositifs
Sistemi za nadzorovanje in merjenje, namenjeni za zbiranje podatkov, nabiranje in analize podatkov - 1. del: Zahteve za napravo
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Standards Content (Sample)
SLOVENSKI STANDARD
oSIST prEN IEC 62974-1:2023
01-oktober-2023
Sistemi za nadzorovanje in merjenje, namenjeni za zbiranje podatkov, nabiranje in
analize podatkov - 1. del: Zahteve za napravo
Monitoring and measuring systems used for data collection, gathering and analysis - Part
1: Device requirements
Erfassungs- und Messsysteme zur Datenerfassung, -Übertragung und -Analyse - Teil 1:
Anforderungen an die Geräte
Systèmes de surveillance et de mesure utilisés pour la collecte et l'analyse de données -
Partie 1: Exigences relatives aux dispositifs
Ta slovenski standard je istoveten z: prEN IEC 62974-1:2023
ICS:
17.220.20 Merjenje električnih in Measurement of electrical
magnetnih veličin and magnetic quantities
27.015 Energijska učinkovitost. Energy efficiency. Energy
Ohranjanje energije na conservation in general
splošno
35.080 Programska oprema Software
oSIST prEN IEC 62974-1:2023 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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85/886/CDV
COMMITTEE DRAFT FOR VOTE (CDV)
PROJECT NUMBER:
IEC 62974-1 ED2
DATE OF CIRCULATION: CLOSING DATE FOR VOTING:
2023-09-01 2023-11-24
SUPERSEDES DOCUMENTS:
85/858/CD, 85/873A/CC
IEC TC 85 : MEASURING EQUIPMENT FOR ELECTRICAL AND ELECTROMAGNETIC QUANTITIES
SECRETARIAT: SECRETARY:
China Ms Guiju HAN
OF INTEREST TO THE FOLLOWING COMMITTEES: PROPOSED HORIZONTAL STANDARD:
TC 13,SC 23K,TC 38,TC 64,TC 121,SC 121B
Other TC/SCs are requested to indicate their interest, if
any, in this CDV to the secretary.
FUNCTIONS CONCERNED:
EMC ENVIRONMENT QUALITY ASSURANCE SAFETY
SUBMITTED FOR CENELEC PARALLEL VOTING NOT SUBMITTED FOR CENELEC PARALLEL VOTING
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for Vote (CDV) is submitted for parallel voting.
The CENELEC members are invited to vote through the
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Recipients of this document are invited to submit, with their comments, notification of any relevant “In Some
Countries” clauses to be included should this proposal proceed. Recipients are reminded that the CDV stage is the
final stage for submitting ISC clauses. (SEE AC/22/2007 OR NEW GUIDANCE DOC).
TITLE:
Monitoring and measuring systems used for data collection, gathering and analysis - Part 1:
Device requirements
PROPOSED STABILITY DATE: 2028
NOTE FROM TC/SC OFFICERS:
1
Copyright © 2023 International Electrotechnical Commission, IEC. All rights reserved. It is permitted to download this
electronic file, to make a copy and to print out the content for the sole purpose of preparing National Committee positions.
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2 -CONTENTS
3 -CONTENTS . - 2 -
4 FOREWORD . - 4 -
5 INTRODUCTION . - 6 -
6 1 Scope . - 8 -
7 2 Normative references . - 8 -
8 3 Terms and definitions . - 9 -
9 4 Normal environmental conditions . - 12 -
10 5 Ratings . - 13 -
11 6 Requirements for design and construction . - 13 -
12 6.1 General . - 13 -
13 6.2 General architecture of devices . - 13 -
14 6.3 Product classification . - 14 -
15 6.4 General data processing . - 15 -
16 6.5 Requirements on minimum functions embedded in devices . - 15 -
17 6.5.1 General requirements . - 15 -
18 6.5.2 Management of digital and/or analogue input(s) or output(s) . - 16 -
19 6.5.3 Communication connectivity features . - 17 -
20 6.5.4 Data time stamping . - 17 -
21 6.5.5 Management of logged data. - 17 -
22 6.5.6 Management of aggregated data . - 17 -
23 6.5.7 Analysis of aggregated data . - 18 -
24 6.5.8 Local visualisation on a Human Machine Interface . - 18 -
25 6.5.9 Configuration management . - 18 -
26 6.6 Safety requirements . - 18 -
27 6.6.1 Protection against electrical hazards . - 18 -
28 6.6.2 Protection against mechanical hazards . - 19 -
29 6.6.3 Protection against other hazards . - 19 -
30 6.6.4 Safety-related security (cybersecurity) . - 19 -
31 6.7 EMC requirements . - 19 -
32 6.7.1 Immunity requirements . - 19 -
33 6.7.2 Emission requirements . - 20 -
34 6.8 Climatic requirements . - 20 -
35 6.9 Mechanical requirements . - 20 -
36 6.9.1 Vibrations . - 20 -
37 6.9.2 Shocks . - 21 -
38 6.9.3 Enclosure robustness (IK code) . - 21 -
39 6.9.4 Degree of protection by enclosures (IP code) . - 21 -
40 6.10 Requirements for marking and documentation . - 21 -
41 6.10.1 General . - 21 -
42 6.10.2 Device marking . - 21 -
43 6.10.3 Documentation . - 22 -
44 7 Type tests . - 23 -
45 7.1 Performance criteria for type tests . - 23 -
46 7.2 Safety tests . - 24 -
47 7.3 EMC tests plan . - 24 -
48 7.3.1 General . - 24 -
49 7.3.2 Configuration of EUT during testing . - 24 -
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50 7.3.3 Operation conditions of EUT during testing . - 24 -
51 7.3.4 Specification of FUNCTIONAL PERFORMANCE . - 24 -
52 7.3.5 Test description . - 25 -
53 7.3.6 EMC test result and test report . - 25 -
54 7.3.7 EMC instructions for use . - 25 -
55 7.4 Climatic tests . - 25 -
56 7.5 Mechanical tests . - 25 -
57 7.5.1 Vibration . - 25 -
58 7.5.2 Shock tests . - 26 -
59 7.5.3 Degree of protection provide by enclosures for electrical equipment
60 against external mechanical impacts (IK code) . - 26 -
61 7.5.4 Degree of protection by enclosure (IP code) . - 26 -
62 8 Routine tests . - 26 -
63 Annex A (informative) Example of system architectures . - 27 -
64 Annex B (informative) Example of device processing . - 29 -
65 Bibliography . - 30 -
66
67 Figure 1 - Plan-Do-Check-Act Cycle ISO 50001 and data collection . - 6 -
68 Figure 2 – General architecture of devices . - 14 -
69 Figure A.1 – Basic local monitoring and measuring system architecture . - 27 -
70 Figure A.2 – Advanced local monitoring and measuring system architecture . - 27 -
71 Figure A.3 – Remote monitoring and measuring system architecture . - 28 -
72 Figure B.1 – General data processing of the general device . - 29 -
73
74 Table 1 – Environmental conditions . - 13 -
75 Table 2 – Devices classification . - 15 -
76 Table 3 – List of minimum functions embedded in devices . - 16 -
77 Table 4 – Additional EMC tests for class 2 devices . - 20 -
78 Table 5 – Minimum IP requirements . - 21 -
79 Table 6 – Marking to apply to devices . - 22 -
80 Table 7 –Specific performance criteria . - 23 -
81 Table 8 – Climatic requirements . - 25 -
82
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83 INTERNATIONAL ELECTROTECHNICAL COMMISSION
84 ____________
85
86 MONITORING AND MEASURING SYSTEMS USED
87 FOR DATA COLLECTION, GATHERING AND ANALYSIS –
88
89 Part 1: Device requirements
90
91 FOREWORD
92 1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
93 all national electrotechnical committees (IEC National Committees). The object of IEC is to promote international
94 co-operation on all questions concerning standardization in the electrical and electronic fields. To this end and
95 in addition to other activities, IEC publishes International Standards, Technical Specifications, Technical Reports,
96 Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC Publication(s)”). Their
97 preparation is entrusted to technical committees; any IEC National Committee interested in the subject dealt with
98 may participate in this preparatory work. International, governmental and non-governmental organizations liaising
99 with the IEC also participate in this preparation. IEC collaborates closely with the International Organization for
100 Standardization (ISO) in accordance with conditions determined by agreement between the two organizations.
101 2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international
102 consensus of opinion on the relevant subjects since each technical committee has representation from all
103 interested IEC National Committees.
104 3) IEC Publications have the form of recommendations for international use and are accepted by IEC National
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106 Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any
107 misinterpretation by any end user.
108 4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications
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114 6) All users should ensure that they have the latest edition of this publication.
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119 Publications.
120 8) Attention is drawn to the normative references cited in this publication. Use of the referenced publications is
121 indispensable for the correct application of this publication.
122 9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of patent
123 rights. IEC shall not be held responsible for identifying any or all such patent rights.
124 International Standard IEC 62974-1 has been prepared by IEC technical committee 85:
125 Measuring equipment for electrical and electromagnetic quantities.
126 This second edition cancels and replaces the first edition published in 2017. This edition
127 constitutes a technical revision.
128 This edition includes the following significant technical changes with respect to the previous edition:
129 • the performance criteria have been reviewed;
130 • EMC and Safety requirements have been improved;
131 • mechanical requirements have been clarified and amended.
132
133
134
135
136 The text of this standard is based on the following documents:
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FDIS Report on voting
85/xxx/FDIS 85/xxx/RVD
137
138 Full information on the voting for the approval of this International Standard can be found in the
139 report on voting indicated in the above table.
140 This document has been drafted in accordance with the ISO/IEC Directives, Part 2.
141 The committee has decided that the contents of this document will remain unchanged until the
142 stability date indicated on the IEC website under "http://webstore.iec.ch" in the data related to
143 the specific document. At this date, the document will be
144 • reconfirmed,
145 • withdrawn,
146 • replaced by a revised edition, or
147 • amended.
148
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.
149
150
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151 INTRODUCTION
152 The use of electrical energy needs to be optimised worldwide to increase the efficient use of
153 available energy sources, for enhanced competitiveness, and for reducing greenhouse gas
154 emissions and other related environmental impacts.
155 Efficient use of energy source implies better energy management leading to a necessary
156 improvement of energy performance, particularly in terms of efficiency, use and consumption.
157 Gathering energy data and ensuring its availability is key to providing an energy management
158 system for organizations.
159 Energy management systems described in documents such as ISO 50001, ISO 50002, ISO
160 50006, refer to the measurement of energy as an important improvement of energy performance.
161 ISO 50001:2018 standard requires to “implement an energy data collection plan … and its
162 measurement and monitoring equipment” to enable the organization to demonstrate energy
163 performance improvement.
164 Figure 1 shows the link between the ISO 50001:2018 PDCA model and the continuous
165 improvement of this data collection.
166
167
168 Figure 1 - Plan-Do-Check-Act Cycle ISO 50001 and data collection
169
170 IEC 60364-8-1 standard provides electrical installation rules for overall Energy Efficiency
171 functional aspects. It defines requirements, measures and recommendations for the design,
172 erection, operation and verification of all types of low voltage electrical installation including
173 local production and storage of energy for optimizing the overall efficient use of electricity. In
174 particular, it provides recommendations and requirements for the implantation of measurement
175 and data logging devices in low voltage electrical installation, as defined in IEC 62974-1, to
176 improve electrical energy efficiency (EEE) and make energy demand forecasts.
177
178
179
180 What is not known cannot be changed, and what is not measured is not known. Consequently,
181 there is an increasing need to measure energy within the installations to:
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182 • Identify energy saving opportunities or
183 • Monitor energy performance indicators or
184 • Educate users.
185 The measurement data can be gathered manually by employees or automatically by dedicated
186 devices.
187 Manual data collection can be a restrictive and complicated process to implement.
188 Measurements need to be collected by employees at a defined frequency, provided despites
189 risks of absences are accounted for (vacation, off sick, etc.), provided the measurements are
190 relevant (number of measurement points to collect) and provided measurements can be
191 relatively coherent (time synchronicity).
192 Commonly, to avoid manual data collection, dedicated devices are used for collection, gathering
193 and sometimes analysis of measured data. These devices are directly linked to the different
194 measurement devices in the installation to upload or download the energy data. Some typical
195 architectures are given in Annex A.
196
197
198
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199 MONITORING AND MEASURING SYSTEMS USED
200 FOR DATA COLLECTION, GATHERING AND ANALYSIS –
201
202 Part 1: Device requirements
203
204
205
206 1 Scope
207 This part of IEC 62974 specifies product and performance requirements for devices that fall
208 under the heading of “monitoring and measuring systems used for data collection, gathering
209 and analysis”, for industrial, commercial and similar use rated below or equal to 1 kV AC and
210 1,5 kV DC.
211 These devices are fixed and are intended to be used indoors as panel-mounted devices, or as
212 modular devices fixed on a DIN rail, or as housing devices fixed on a DIN rail, or as devices
213 fixed by other means inside a cabinet.
214 These devices are used to upload or download information (energy measured on loads, power
215 metering and monitoring data, temperature information, etc.), mainly for energy efficiency
216 purposes. These devices are known as energy servers, energy data loggers, data gateways
217 and I/O data concentrators.
218 NOTE These systems are embedded or can be connected to a software application capable of consolidating data
219 and delivering automatic analysis. Automatic analysis can include calculation of energy baselines or energy
220 performance indicators as requested for the energy management system required by ISO 50001, or can be used
221 during energy audits as defined in ISO 50002, or can be used in Electrical Energy Efficiency Management Systems
222 (EEMS) for monitoring an installation complying with IEC 60364-8-1 for the efficient use of electricity. These devices
223 can also be used for certification according to labels such as LEED, BREEAM , HQE, etc.
224
225 This standard does not cover:
226 • devices used only in the consumer market (living quarters) or household;
227 • devices used in the smart metering infrastructure (e.g. smart meters);
228 • devices used in the smart grid infrastructure;
229 • devices used as IT servers in the information technology business;
230 • power metering and monitoring devices (PMD);
231 • I/O data concentrators already covered by a specific product standard;
232 • communication protocols and interoperability;
233 • power quality instruments (PQI);
234 • software used for the data collection and analysis of the power quality for the supply side.
235 2 Normative references
236 The following documents are referred to in the text in such a way that some or all of their content
237 constitutes requirements of this document. For dated references, only the edition cited applies.
238 For undated references, the latest edition of the referenced document (including any
239 amendments) applies.
240 IEC 60068-1:2013, Environmental testing – Part 1: General and guidance
241 IEC 60068-2-1:2007, Environmental testing – Part 2-1: Tests – Test A: Cold
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242 IEC 60068-2-2:2007, Environmental testing – Part 2-2: Tests – Tests B: Dry heat
243 IEC 60068-2-6:2007, Environmental testing – Part 2-6: Tests - Test Fc: Vibration (sinusoidal)
244 IEC 60068-2-14:2009, Environmental testing – Part 2-14 – Tests – Test N: Change of
245 temperature
246 IEC 60068-2-27:2008, Environmental testing – Part 2-27: Tests – Test Ea and guidance:
247 Shock
248 IEC 60068-2-78:2012, Environmental testing – Part 2-78 – Tests – Test Cab: Damp heat,
249 steady state
250 IEC 60364-8-1:2019, Low-voltage electrical installations – Part 8-1: Energy efficiency
251 IEC 60529:2002, Degrees of protection provided by enclosures (IP Code)
252 IEC 61000-4-4:2012, Electromagnetic compatibility (EMC) – Part 4-4: Testing and
253 measurement techniques – Electrical fast transient/burst immunity test
254 IEC 61000-4-5:2014/AMD1:2017, Electromagnetic compatibility (EMC) – Part 4-5: Testing and
255 measurement techniques – Surge immunity test
256 IEC 61000-4-8:2009, Electromagnetic compatibility (EMC) – Part 4-8: Testing and
257 measurement techniques – Power frequency magnetic field immunity test
258 IEC 61000-4-11:2020, Electromagnetic compatibility (EMC) – Part 4-11: Testing and
259 measurement techniques – Voltage dips, short interruptions and voltage variations immunity
260 tests
261 IEC 61010-1:2010/AMD1:2016/COR1:2019, Safety requirements for electrical equipment for
262 measurement, control, and laboratory use – Part 1: General requirements
263 IEC 61131-2:2003, Programmable controllers – Part 2: Equipment requirements and tests
264 IEC 61326-1:2020, Electrical equipment for measurement, control and laboratory use – EMC
265 requirements – Part 1: General requirements
266 IEC 62052-11:2020,Electricity metering equipment – General requirements, tests and test
267 conditions – Part 11: Metering equipment
268 IEC 62262:2002, Degrees of protection provided by enclosures for electrical equipment
269 against external mechanical impacts (IK code)
270 3 Terms and definitions
271 For the purposes of this document, the following terms and definitions apply.
272 ISO and IEC maintain terminological databases for use in standardization at the following
273 addresses:
274 • IEC Electropedia: available at http://www.electropedia.org
275 • ISO online browsing platform: available at http://www.iso.org/obp
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276 3.1 General definitions
277 3.1.1
278 energy data
279 quantities related to the management of energy measured in industrial, commercial and similar
280 plants, including energy consumption, relevant variables and electrical parameters
281 Note 1 to entry: Energy consumption refers to the various forms of energy (electricity, fossil fuels, steam, heat,
282 compressed air, etc.).
283 Note 2 to entry: Electrical parameters refer to P, U, I, PF, THD, harmonics, etc., which can also be monitored.
284 3.1.2
285 energy performance
286 measurable result(s) related to energy efficiency , energy use and energy consumption
287 Note 1 to entry: Energy performance can be measured against the organization’s objectives , energy targets and
288 other energy performance requirements.
289 Note 2 to entry: Energy performance is one component of the performance of the energy management system
290 [SOURCE: ISO 50001:2018, 3.4.3]
291 3.1.3
292 energy performance indicator
293 EnPI
294 measure or unit of energy performance , as defined by the organization
295 Note 1 to entry: EnPI(s) can be expressed by using a simple metric, ratio, or a model, depending on the nature of
296 the activities being measured.
297 Note 2 to entry: See ISO 50006 for additional information on EnPI(s).
298 [SOURCE: ISO 50001:2018: 3.4.4]
299
300 3.1.4
301 relevant variable
302 quantifiable factor that significantly impacts energy performance and routinely changes
303 Note 1 to entry: Significance criteria are determined by the organization
304 EXAMPLE Weather conditions, operating conditions (indoor temperature, light level), working hours, production
305 output.
306 [SOURCE: ISO 50001:2018, 3.4.9]
307 3.1.5
308 energy baseline
309 EnB
310 quantitative reference(s) providing a basis for comparison of energy performance
311 Note 1 to entry: An energy baseline is based on data from a specified period of time and/or conditions, as defined by
312 the organization.
313 Note 2 to entry: One or more energy baselines are used for determination of energy performance improvement, as a
314 reference before and after, or with and without implementation of energy performance improvement actions.
315 Note 3 to entry: See ISO 50015 for additional information on measurement and verification of energy performance.
316 Note 4 to entry: See ISO 50006 for additional information on EnPIs and EnBs.
317 [SOURCE: ISO 50001:2018, 3.4.7]
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318 3.1.6
319 energy efficiency
320
...
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