Industrial process control systems - Part 2: Methods of evaluating the performance of intelligent valve positioners with pneumatic outputs (IEC 61514-2:2013)

This part of IEC 61514 specifies design reviews and tests intended to measure and determine the static and dynamic performance, the degree of intelligence and the communication capabilities of single-acting or double-acting intelligent valve positioners. The tests may be applied to positioners which receive standard analogue electrical input signals (as specified in IEC 60381) and/or digital signals via a data communication link and have a pneumatic output. An intelligent valve positioner as defined in Clause 3 is an instrument that uses for performing its functions digital techniques for data processing, decision-making and bi-directional communication. It may be equipped with additional sensors and additional functionality supporting the main function. The performance testing of an intelligent valve positioner needs to be conducted with the positioner mounted on and connected to the actuator/valve assembly the positioner is to be used on. The specific characteristic parameters of these combinations such as size, stroke, friction (hysteresis), type of packing, spring package and supply pressure for the pneumatic part, should be carefully chosen and reported, since the performance of a positioner is greatly dependent on the used actuator. The methods of evaluation given in this standard are intended for testing laboratories to verify equipment performance specifications. The manufacturers of intelligent positioners are urged to apply this standard at an early stage of development. This standard is intended to provide guidance for designing evaluations of intelligent valve positioners by providing: - a checklist for reviewing their hardware and software design in a structured way; - test methods for measuring and qualifying their performance under various environmental and operational conditions; - methods for reporting the data obtained. When a full evaluation, in accordance with this standard, is not required or possible, the tests which are required should be performed and the results should be reported in accordance with the relevant parts of this standard. In such cases, the test report should state that it does not cover the full number of tests specified herein. Furthermore, the items omitted should be mentioned, to give the reader of the report a clear overview. The standard is also applicable for non-intelligent microprocessor-based valve positioners without means for bi-directional communication. In that case an evaluation should be reduced to a limited programme of performance testing and a short review of the construction.

Systeme der industriellen Prozessleittechnik - Teil 2: Verfahren zur Bewertung des Betriebsverhaltens von intelligenten Ventilstellungsreglern mit pneumatischem Ausgang (IEC 61514-2:2013)

Systèmes de commande des processus industriels - Partie 2: Méthodes d'évaluation des performances des positionneurs de vanne intelligents à sorties pneumatiques (CEI 61514-2:2013)

La CEI 61514-2:2013 spécifie des revues de conception et des essais destinés à mesurer et à déterminer les performances statiques et dynamiques, le degré d'intelligence et les capacités de transmission de données des positionneurs de vanne intelligents à simple et double effet. Les essais peuvent être appliqués à des positionneurs qui reçoivent des signaux analogiques d'entrée électriques normalisés (tels que spécifiés dans la CEI 60381) et/ou des signaux numériques par l'intermédiaire d'une liaison de transmission de données et qui disposent d'une sortie pneumatique. Cette deuxième édition annule et remplace la première édition parue en 2004, dont elle constitue une révision technique. Les modifications significatives sont: la norme a été optimisée pour une facilité d'utilisation et les procédures d'essai ont été revues concernant l'applicabilité pour une utilisation dans des installations d'essai. Les procédures d'essai non réalisables en pratique ont été supprimées ou modifiées.

Sistemi za upravljanje industrijskih procesov - 2. del: Postopki za ocenjevanje lastnosti inteligentnih pozicionirnikov z ventili s pnevmatskimi izhodi (IEC 61514-2:2013)

Ta del standarda IEC 61514 določa preglede zasnove in preskuse za merjenje in določanje statičnih in dinamičnih lastnosti, stopnjo inteligence in komunikacijske zmožnosti enostransko delujočih ali dvostransko delujočih inteligentnih pozicionirnikov z ventili. Preskusi se lahko uporabljajo za pozicionirnike, ki prejemajo standardne analogne električne vhodne signale (kot je določeno v standardu IEC 60381) in/ali digitalne signale prek podatkovne komunikacijske povezave in imajo pnevmatski izhod. Inteligentni pozicionirnik z ventili, kot je določeno v točki 3, je instrument, ki za izvajanje svojih funkcij uporablja digitalne tehnike za obdelovanje podatkov, sprejemanje odločitev in dvosmerno komunikacijo. Lahko je opremljen z dodatnimi senzorji in dodatnimi funkcionalnostmi, ki podpirajo glavno funkcijo. Preskušanje lastnosti inteligentnega pozicionirnika z ventili se mora izvajati tako, da je pozicionirnik nameščen in povezan s sprožilom/sestavom ventilov, s katerim se bo uporabljal. Parametre specifičnih lastnosti teh kombinacij, kot so velikost, takt, trenje (histereza), vrsta pakiranja, paket vzmeti in tlak oskrbe za pnevmatski del, je treba previdno izbrati in sporočati, saj je zmogljivost delovanja pozicionirnika zelo odvisna od uporabljenega sprožila. Postopki za ocenjevanje, ki so podani v tem standardu, so namenjeni za preskusne laboratorije za preverjanje specifikacij lastnosti opreme. Proizvajalce inteligentnih pozicionirnikov se spodbuja, da ta standard uporabljajo v zgodnji fazi razvoja. Namen tega standarda je zagotoviti smernice za oblikovanje ocenjevanja inteligentnih pozicionirnikov z ventili, tako da zagotovi: – kontrolni seznam za strukturirani pregled zasnove strojne in programske opreme; – preskusne metode za merjenje in kvalificiranje njihovega delovanja pod različnimi okoljskimi in delovnimi pogoji; – metode za poročanje o pridobljenih podatkih. Kadar celotno ocenjevanje v skladu s tem standardom ni zahtevano ali mogoče, je treba opraviti zahtevane preskuse, o rezultatih pa poročati v skladu z ustreznimi deli tega standarda. V takšnih primerih mora biti v poročilu o preskusu navedeno, da ne vključuje vseh preskusov, ki so določeni v standardu. Poleg tega je treba omeniti izpuščene postavke, da ima bralec poročila jasen pregled. Standard se uporablja tudi za neinteligentne pozicionirnike z ventili na osnovi mikroprocesorja brez sredstev za dvosmerno komunikacijo. V tem primeru se mora ocenjevanje zmanjšati na omejeni program preskušanja delovanja in kratek pregled konstrukcije.

General Information

Status
Published
Publication Date
11-Sep-2013
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
03-Sep-2013
Due Date
08-Nov-2013
Completion Date
12-Sep-2013

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SLOVENSKI STANDARD
SIST EN 61514-2:2013
01-oktober-2013
1DGRPHãþD
SIST EN 61514-2:2004
Sistemi za upravljanje industrijskih procesov - 2. del: Postopki za ocenjevanje
lastnosti inteligentnih pozicionirnikov z ventili s pnevmatskimi izhodi (IEC 61514-
2:2013)
Industrial process control systems - Part 2: Methods of evaluating the performance of
intelligent valve positioners with pneumatic outputs (IEC 61514-2:2013)
Systeme der industriellen Prozessleittechnik - Teil 2: Verfahren zur Bewertung des
Betriebsverhaltens von intelligenten Ventilstellungsreglern mit pneumatischem Ausgang
(IEC 61514-2:2013)
Systèmes de commande des processus industriels - Partie 2: Méthodes d'évaluation des
performances des positionneurs de vanne intelligents à sorties pneumatiques (CEI
61514-2:2013)
Ta slovenski standard je istoveten z: EN 61514-2:2013
ICS:
23.060.40 7ODþQLUHJXODWRUML Pressure regulators
25.040.40 Merjenje in krmiljenje Industrial process
industrijskih postopkov measurement and control
SIST EN 61514-2:2013 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------

SIST EN 61514-2:2013

---------------------- Page: 2 ----------------------

SIST EN 61514-2:2013

EUROPEAN STANDARD
EN 61514-2

NORME EUROPÉENNE
September 2013
EUROPÄISCHE NORM

ICS 23.060; 25.040.40 Supersedes EN 61514-2:2004


English version


Industrial process control systems -
Part 2: Methods of evaluating the performance of intelligent valve
positioners with pneumatic outputs mounted on an actuator valve
assembly
(IEC 61514-2:2013)


Systèmes de commande des processus Systeme der industriellen
industriels - Prozessleittechnik – Teil 2: Verfahren zur
Partie 2: Méthodes d'évaluation des Bewertung des Betriebsverhaltens von
performances des positionneurs de vanne intelligenten Ventilstellungsreglern mit
intelligents à sorties pneumatiques pneumatischem Ausgang, die an Ventil-
montés sur un ensemble Stellantrieben montiert sind
actionneur/vanne (IEC 61514-2:2013)
(CEI 61514-2:2013)




This European Standard was approved by CENELEC on 2013-08-01. 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.

CENELEC
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


© 2013 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.
Ref. No. EN 61514-2:2013 E

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SIST EN 61514-2:2013
EN 61514-2:2013 - 2 -
Foreword
The text of document 65B/868/FDIS, future edition 2 of IEC 61514-2, prepared by SC 65B, “Devices &
process analysis”, of IEC TC 65, “Industrial-process measurement, control and automation” was
submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN 61514-2:2013.
The following dates are fixed:
• latest date by which the document has
(dop) 2014-05-01
to be implemented at national level by
publication of an identical national
standard or by endorsement
• latest date by which the national
(dow) 2016-08-01
standards conflicting with the

document have to be withdrawn

This document supersedes EN 61514-2:2004.

EN 61514-2:2013 includes the following significant technical changes with respect to EN 61514-2:2004:

– The standard has been optimized for usability.
– The test procedures have been reviewed regarding applicability for use in test facilities.
Impractical test procedures were removed or modified.

EN 61514-2:2013 is to be used in conjunction with EN 61514:2002.

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 61514-2:2013 was approved by CENELEC as a European
Standard without any modification.

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SIST EN 61514-2:2013
- 3 - EN 61514-2:2013
Annex ZA
(normative)
Normative references to i nternational 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  When an international publication has been modified by common modifications, indicated by (mod), the relevant EN/HD
applies.

Publication Year Title EN/HD Year

IEC 60050 Series International Electrotechnical Vocabulary - -
(IEV)


1)
IEC 60068-2-1 1990 Environmental testing - EN 60068-2-1 1993
Part 2: Tests - Tests A: Cold


2) 3)
IEC 60068-2-2 1974 Environmental testing - EN 60068-2-2 1993
Part 2: Tests - Tests B: Dry heat


4)
IEC 60068-2-6 1995 Environmental testing - EN 60068-2-6 1995
Part 2: Tests - Test Fc: Vibration (sinusoidal)


5) 6)
IEC 60068-2-31 1969 Environmental testing. EN 60068-2-31 1993
Part 2: Tests. Test Ec: Drop and topple,
primarily for equipment-type specimens


7)
IEC 60068-2-78 2001 Environmental testing - EN 60068-2-78 2001
Part 2-78: Tests - Test Cab: Damp heat,
steady state


EN 60079 Series Electrical apparatus for explosive gas - -
atmospheres


IEC 60529 1989 Degrees of protection provided by enclosures EN 60529 1991
(IP Code) + corr. May 1993


IEC 60534-1 - Industrial-process control valves - EN 60534-1 -
Part 1: Control valve terminology and general
considerations


IEC 60654 Series Industrial-process measurement and control EN 60654 Series
equipment - Operating conditions



IEC 60721-3 - Classification of environmental conditions - EN 60721-3 -
Part 3: Classification of groups of
environmental parameters and their severities


IEC 61000-4-11 - Electromagnetic compatibility (EMC) - EN 61000-4-11 -
Part 4-11: Testing and measurement
techniques - Voltage dips, short interruptions
and voltage variations immunity tests



1)
EN 60068-2-1 is superseded by EN 60068-2-1:2007, which is based on IEC 60068-2-1:2007.
2)
EN 60068-2-2 includes supplement(s) A to IEC 60068-2-2.
3)
EN 60068-2-2 is superseded by EN 60068-2-2:2007, which is based on IEC 60068-2-2:2007.
4)
EN 60068-2-6 is superseded by EN 60068-2-6:2008, which is based on IEC 60068-2-6:2007.
5)
EN 60068-2-31 includes A1 to IEC 60068-2-31.
6)
EN 60068-2-31 is superseded by EN 60068-2-31:2008, which is based on IEC 60068-2-31:2008.
7)
EN 60068-2-78 is superseded by EN 60068-2-78:2013, which is based on IEC 60068-2-78:2012.

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SIST EN 61514-2:2013
EN 61514-2:2013 - 4 -
Publication Year Title EN/HD Year
IEC 61010-1 2001 Safety requirements for electrical equipment EN 61010-1 2001
9)
+ corr. May 2001 for measurement, control, and laboratory use - + corr. June 2002
+ corr. April 2003 Part 1: General requirements


IEC 61032 1997 Protection of persons and equipment by EN 61032 1998
+ corr. January 2003 enclosures - Probes for verification


EN 61069 Series Industrial-process measurement and control - - -
Evaluation of system properties for the
purpose of system assessment


IEC 61158 Series Industrial communication networks - Fieldbus EN 61158 Series
specifications


IEC 61298 Series Process measurement and control devices - EN 61298 Series
General methods and procedures for
evaluating performance


IEC 61298-1 2008 Process measurement and control devices - EN 61298-1 2008
General methods and procedures for
evaluating performance -
Part 1: General considerations


IEC 61298-2 2008 Process measurement and control devices - EN 61298-2 2008
General methods and procedures for
evaluating performance -
Part 2: Tests under reference conditions


IEC 61298-3 2008 Process measurement and control devices - EN 61298-3 2008
General methods and procedures for
evaluating performance -
Part 3: Tests for the effects of influence
quantitites


IEC 61298-4 2008 Process measurement and control devices - EN 61298-4 2008
General methods and procedures for
evaluating performance -
Part 4: Evaluation report content


11)
IEC 61326-1 2005 Electrical equipment for measurement, control EN 61326-1 2006
+ corr. February 2010 and laboratory use - EMC requirements -
+ corr. February 2008 Part 1: General requirements


IEC/PAS 61499 Series Function blocks for industrial-process - -
measurement and control systems


IEC 61514 (mod) 2000 Industrial-process control systems - Methods EN 61514 2002
of evaluating the performance of valve
positioners with pneumatic outputs


IEC/TS 62098 - Evaluation methods for microprocessor-based - -
instruments


CISPR 11 - Industrial, scientific and medical equipment - EN 55011 -
Radio-frequency disturbance characteristics -
Limits and methods of measurement



9)
EN 61010-1 is superseded by EN 61010-1:2010, which is based on IEC 61010-1:2010.
11)
EN 61326-1 is superseded by EN 61326-1:2013, which is based on IEC 61326-1:2012.

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SIST EN 61514-2:2013



IEC 61514-2

®


Edition 2.0 2013-06




INTERNATIONAL



STANDARD




NORME



INTERNATIONALE











Industrial process control systems –

Part 2: Methods of evaluating the performance of intelligent valve positioners

with pneumatic outputs mounted on an actuator valve assembly




Systèmes de commande des processus industriels –

Partie 2: Méthodes d’évaluation des performances des positionneurs de vanne


intelligents à sorties pneumatiques montés sur un ensemble actionneur/vanne













INTERNATIONAL

ELECTROTECHNICAL

COMMISSION


COMMISSION

ELECTROTECHNIQUE

PRICE CODE
INTERNATIONALE

CODE PRIX W


ICS 23.060; 25.040.40 ISBN 978-2-83220-834-2



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

---------------------- Page: 7 ----------------------

SIST EN 61514-2:2013
– 2 – 61514-2 © IEC:2013
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 7
2 Normative references . 7
3 Terms and definitions . 9
4 Design review . 10
4.1 General . 10
4.2 Positioner identification . 11
4.2.1 Overview . 11
4.2.2 Power supply unit . 11
4.2.3 Sensor/input assembly . 11
4.2.4 Auxiliary sensor assembly . 11
4.2.5 Human interface . 12
4.2.6 Communication interface . 12
4.2.7 Data processing unit . 12
4.2.8 Output subsystem . 12
4.2.9 External functionality . 13
4.3 Aspects of functionality and capabilities to be reviewed . 13
4.3.1 Checklist. 13
4.3.2 Reporting . 19
4.4 Documentary information . 19
5 Performance testing . 21
5.1 General . 21
5.2 Reference conditions for performance tests . 21
5.2.1 Overview . 21
5.2.2 Valve characteristics . 21
5.3 General testing procedures . 23
5.3.1 Test set-up . 23
5.3.2 Testing precautions . 24
5.4 Initial observations and measurements . 24
5.4.1 Overview . 24
5.4.2 Mounting procedure . 24
5.4.3 Configuration procedures . 24
5.4.4 Stem position calibration procedure. 25
5.4.5 Stem position tuning procedure . 25
5.5 Performance test procedures . 26
5.5.1 General . 26
5.5.2 Effects of influence quantities . 29
6 Other considerations . 35
6.1 Safety . 35
6.2 Degree of protection provided by enclosures . 35
6.3 Electromagnetic emission . 35
6.4 Variants . 35
7 Evaluation report . 35
Annex A (normative) Vibration test set-up . 37
Bibliography . 38

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SIST EN 61514-2:2013
61514-2 © IEC:2013 – 3 –

Figure 1 – Positioner model in extensive configuration . 11
Figure 2 – Basic design for positioners with analogue outputs . 13
Figure 3 – Basic design for positioners with pulsed output . 13
Figure 4 – Basic test set-up . 24
Figure 5 – Examples of step responses of positioners . 28
Figure A.1 – Test set-up for vibration test . 37

Table 1 – Functionality (1 of 2) . 14
Table 2 – Configurability . 16
Table 3 – Hardware configuration . 17
Table 4 – Operability . 17
Table 5 – Dependability (1 of 2) . 18
Table 6 – Fail safe behaviour . 19
Table 7 – Reporting . 19
Table 8 – Document information . 20
Table 9 – Test under reference conditions (1 of 3) . 26
Table 10 – Matrix of instrument properties and tests (1 of 6) . 30

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SIST EN 61514-2:2013
– 4 – 61514-2 © IEC:2013
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________

INDUSTRIAL PROCESS CONTROL SYSTEMS –

Part 2: Methods of evaluating the performance of intelligent
valve positioners with pneumatic outputs mounted
on an actuator valve assembly

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 61514-2 has been prepared by subcommittee 65B: Measurement
and control devices, of IEC technical committee 65: Industrial-process measurement, control
and automation.
This part of IEC 61514 is to be used in conjunction with IEC 61514:2000.
This second edition cancels and replaces the first edition published in 2004. This edition
constitutes a technical revision.
The significant changes with respect to the previous edition are as follows:
– The standard has been optimized for usability.
– The test procedures have been reviewed regarding applicability for use in test facilities.
Impractical test procedures were removed or modified.

---------------------- Page: 10 ----------------------

SIST EN 61514-2:2013
61514-2 © IEC:2013 – 5 –
The text of this standard is based on the following documents:
FDIS Report on voting
65B/868/FDIS 65B/872/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 of the IEC 61514 series, published under the general title Industrial process
control systems, 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.

---------------------- Page: 11 ----------------------

SIST EN 61514-2:2013
– 6 – 61514-2 © IEC:2013
INTRODUCTION
New instruments for process control and measurement including valve positioners are mainly
equipped with microprocessors, thereby utilising digital data processing and communication
methods and/or artificial intelligence, making them more complex and giving them a consider-
able added value.
Modern intelligent valve positioners are no longer only controlling the valve position, but they
are in many cases also equipped with various facilities for self-testing, actuator/valve condition
monitoring and alarming. The variety of added functionalities is large. They can no longer be
compared with the single function "cam-type" positioners. Therefore, accuracy related
performance testing, although still very important, is no longer sufficient to demonstrate their
flexibility, capabilities and other features with respect to engineering, installation, maintain-
ability, reliability and operability.
In this standard the evaluation considers performance testing and a design review of both
hardware and software. The layout of this document follows to some extent the framework of
IEC/TS 62098. A number of performance tests described in IEC 61514 are still valid for
intelligent valve positioners. Further reading of IEC 61069 is recommended.

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SIST EN 61514-2:2013
61514-2 © IEC:2013 – 7 –
INDUSTRIAL PROCESS CONTROL SYSTEMS –

Part 2: Methods of evaluating the performance of intelligent
valve positioners with pneumatic outputs mounted
on an actuator valve assembly



1 Scope
This part of IEC 61514 specifies design reviews and tests intended to measure and determine
the static and dynamic performance, the degree of intelligence and the communication
capabilities of single-acting or double-acting intelligent valve positioners. The tests may be
applied to positioners which receive standard analogue electrical input signals (as specified in
IEC 60381) and/or digital signals via a data communication link and have a pneumatic output.
An intelligent valve positioner as defined in Clause 3 is an instrument that uses for performing
its functions digital techniques for data processing, decision-making and bi-directional
communication. It may be equipped with additional sensors and additional functionality
supporting the main function.
The performance testing of an intelligent valve positioner needs to be conducted with the
positioner mounted on and connected to the actuator/valve assembly the positioner is to be
used on. The specific characteristic parameters of these combinations such as size, stroke,
friction (hysteresis), type of packing, spring package and supply pressure for the pneumatic
part, should be carefully chosen and reported, since the performance of a positioner is greatly
dependent on the used actuator.
The methods of evaluation given in this standard are intended for testing laboratories to verify
equipment performance specifications. The manufacturers of intelligent positioners are urged
to apply this standard at an early stage of development.
This standard is intended to provide guidance for designing evaluations of intelligent valve
positioners by providing:
– a checklist for reviewing their hardware and software design in a structured way;
– test methods for measuring and qualifying their performance under various environmental
and operational conditions;
– methods for reporting the data obtained.
When a full evaluation, in accordance with this standard, is not required or possible, the tests
which are required should be performed and the results should be reported in accordance with
the relevant parts of this standard. In such cases, the test report should state that it does not
cover the full number of tests specified herein. Furthermore, the items omitted should be
mentioned, to give the reader of the report a clear overview.
The standard is also applicable for non-intelligent microprocessor-based valve positioners
without means for bi-directional communication. In that case an evaluation should be reduced
to a limited programme of performance testing and a short review of the construction.
2 Normative references
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.

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SIST EN 61514-2:2013
– 8 – 61514-2 © IEC:2013
IEC 60050 (all parts), International Electrotechnical Vocabulary (IEV) (available at
http://www.electropedia.org)
IEC 60068-2-1:1990, Environmental testing – Part 2: Tests. Tests A: Cold
IEC 60068-2-2:1974, Environmental testing – Part 2: Tests. Tests B: Dry heat
IEC 60068-2-6:1995, Environmental testing – Part 2: Tests. Test Fc: Vibration (sinusoidal)
IEC 60068-2-31:1969, Environmental testing – Part 2: Tests. Test Ec: Drop and topple,
primarily for equipment-type specimens
I
...

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