SIST EN 62382:2007
(Main)Electrical and instrumentation loop check
Electrical and instrumentation loop check
This International Standard describes the steps recommended to complete a loop check, which comprises the activities between the completion of the loop construction (including installation and point-to-point checks) and the start-up of cold commissioning. This standard is applicable for the construction of new plants and for expansion/retrofits (i.e. revamping) of E&I installations in existing plants (including PLC, BAS, DCS, panel-mounted and field instrumentation). It does not include a detailed checkout of power distribution systems, except as they relate to the loops being checked (i.e. a motor starter or a power supply to a four-wire transmitter).
PLT-Stellenprüfung
Contrôle par retour pour l'instrumentation électrique
Preverjanje električnih in merilnih zank (EN 62382:2007)
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN 62382:2007
01-julij-2007
3UHYHUMDQMHHOHNWULþQLKLQPHULOQLK]DQN (1
Electrical and instrumentation loop check (EN 62382:2007)
PLT-Stellenprüfung (EN 62382:2007)
Contrôle par retour pour l'instrumentation électrique (EN 62382:2007)
Ta slovenski standard je istoveten z: EN 62382:2007
ICS:
25.040.01 Sistemi za avtomatizacijo v Industrial automation
industriji na splošno systems in general
SIST EN 62382:2007 en;de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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EUROPEAN STANDARD
EN 62382
NORME EUROPÉENNE
March 2007
EUROPÄISCHE NORM
ICS 25.040.01
English version
Electrical and instrumentation loop check
(IEC 62382:2006)
Contrôle par retour PLT-Stellenprüfung
pour l'instrumentation électrique (IEC 62382:2006)
(CEI 62382:2006)
This European Standard was approved by CENELEC on 2007-02-01. 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 Central Secretariat 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 Central Secretariat has the same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Cyprus, the
Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,
Sweden, Switzerland and the United Kingdom.
CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
Central Secretariat: rue de Stassart 35, B - 1050 Brussels
© 2007 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.
Ref. No. EN 62382:2007 E
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EN 62382:2007 - 2 -
Foreword
The text of document 65/386/FDIS, future edition 1 of IEC 62382, prepared by IEC TC 65,
Industrial-process measurement and control, was submitted to the IEC-CENELEC parallel vote and was
approved by CENELEC as EN 62382 on 2007-02-01.
The following dates were fixed:
– latest date by which the EN has to be implemented
at national level by publication of an identical
national standard or by endorsement (dop) 2007-11-01
– latest date by which the national standards conflicting
with the EN have to be withdrawn (dow) 2010-02-01
__________
Endorsement notice
The text of the International Standard IEC 62382:2006 was approved by CENELEC as a European
Standard without any modification.
__________
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INTERNATIONAL IEC
STANDARD 62382
First edition
2006-11
Electrical and instrumentation loop check
© IEC 2006 ⎯ Copyright - all rights reserved
No part of this publication may be reproduced or utilized in any form or by any means, electronic or
mechanical, including photocopying and microfilm, without permission in writing from the publisher.
International Electrotechnical Commission, 3, rue de Varembé, PO Box 131, CH-1211 Geneva 20, Switzerland
Telephone: +41 22 919 02 11 Telefax: +41 22 919 03 00 E-mail: inmail@iec.ch Web: www.iec.ch
PRICE CODE
Commission Electrotechnique Internationale R
International Electrotechnical Commission
МеждународнаяЭлектротехническаяКомиссия
For price, see current catalogue
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CONTENTS
FOREWORD.3
INTRODUCTION.5
1 Scope.6
2 Terms and definitions.6
3 Abbreviations .7
4 The order of loop check and cold commissioning in the project schedule.7
5 Loop-check content .8
5.1 Included activities.8
5.2 Excluded activities.10
6 Loop check procedure .10
6.1 Documentation check .10
6.2 Visual inspection .10
6.3 Function check .11
6.4 Checkout of E&I infrastructure and E&I concepts.11
6.5 Additional tests – Quality and safety relevant loops.12
7 Documents and test sheets .12
7.1 Input documents.12
7.2 Test sheets .12
7.3 Documents generated upon completion of loop check .13
7.4 Loop-check results .13
8 Quality assurance.13
9 Safety aspects.13
Annexe A (informative) Test report for analogue input loop.14
Annexe B (informative) Test report for binary input loop.15
Annexe C (informative) Test report for analogue output loop.16
Annexe D (informative) Test report for binary output loop .17
Annexe E (informative) Test report for motors and variable frequency drives .18
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62382 © IEC:2006(E) – 3 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
ELECTRICAL AND INSTRUMENTATION LOOP CHECK
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 provides no marking procedure to indicate its approval and cannot be rendered responsible for any
equipment declared to be in conformity with an IEC Publication.
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
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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 62382 has been prepared by IEC technical committee 65:
Industrial-process measurement and control.
This standard cancels and replaces IEC/PAS 62382 published in 2004. This first edition
constitutes a technical revision.
The text of this standard is based on the following documents:
FDIS Report on voting
65/386/FDIS 65/395/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.
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The committee has decided that the contents of this publication will remain unchanged until
the maintenance result 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.
A bilingual version of this publication may be issued at a later date.
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62382 © IEC:2006(E) – 5 –
INTRODUCTION
The inspection and verification of the individual measurements and controls in conjunction
with the control systems used to monitor these devices (DCS, PLC, etc.) is referred to as loop
check. In industry, numerous methods and philosophies are used to check the instrumentation
and controls after mechanical installation within projects for modified or new facilities.
This standard was created to provide a better understanding of what loop check consists of
and also to provide a standard methodology for executing loop check.
The annexes of this standard contain forms which may be used in the check procedures.
Buyers of this publication may copy these forms for their own purposes only in the required
amount.
For application in the pharmaceutical or other highly specialized industries, additional
guidelines (for example, Good Automated Manufacturing Practice (GAMP)), definitions and
stipulations should apply in accordance with existing standards, for example, for GMP
Compliance 21 CFR (FDA) and the Standard Operating Procedure of the European Medicines
Agency (SOP/INSP/2003).
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ELECTRICAL AND INSTRUMENTATION LOOP CHECK
1 Scope
This International Standard describes the steps recommended to complete a loop check,
which comprises the activities between the completion of the loop construction (including
installation and point-to-point checks) and the start-up of cold commissioning. This standard
is applicable for the construction of new plants and for expansion/retrofits (i.e. revamping) of
E&I installations in existing plants (including PLC, BAS, DCS, panel-mounted and field
instrumentation). It does not include a detailed checkout of power distribution systems, except
as they relate to the loops being checked (i.e. a motor starter or a power supply to a four-wire
transmitter).
2 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
2.1
precommissioning
phase, during which the activities of non-operating adjustments, cold alignment checks,
cleaning, and testing of machinery take place.
NOTE Please refer to the enclosed annexes as an example.
2.2
mechanical completion
milestone, which is achieved when the plant, or any part thereof, has been erected and
tested in accordance with drawings, specifications, instructions, and applicable codes and
regulations to the extent necessary to permit cold commissioning
NOTE This includes completion of all necessary electrical and instrumentation work. This is a milestone marking
the end of the precommissioning activities.
2.3
cold commissioning
phase, during which the activities associated with the testing and operation of equipment or
facilities using test media such as water or inert substances prior to introducing any chemical
in the system take place
2.4
start-up
milestone marking the end of cold commissioning.
NOTE At this stage, the operating range of every instrument loop is already adjusted to reflect the actual working
condition.
2.5
hot commissioning
phase, during which the activities associated with the testing and operation of equipment or
facilities using the actual chemical process prior to making an actual production run take
place
2.6
start of production
milestone marking the end of hot commissioning.
NOTE At this stage, the plant is ready for full and continuous operation.
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62382 © IEC:2006(E) – 7 –
2.7
performance test
milestone at which time the production plant runs to its design capacity
NOTE This test, carried out by the owner’s personnel with the help and supervision of the contractor, should
demonstrate the contractor’s process performance and consumption guarantees as specified in the contract.
2.8
acceptance of plant
milestone at which the formal turn over of the plant from the contractor to the owner is carried
out
2.9
basic software
software which, at a minimum, contains the graphic faceplates, base-level alarms and switch
points, basic interlocking and analogue control. In the case of safety loops, any safety switch
point should be included if it is not in the basic database
3 Abbreviations
BAS Building automation systems
C&E Cause and effect diagram
DCS Distributed control system
E&I Electrical and instrumentation and control systems
ESD Emergency shut-down system
FAT Factory acceptance testing
FBD Functional block diagram
FUP Function plan
HMI Human machine interface
HW Hardware
MC Mechanical completion
PDS Project design specifications
PFS Project functional specification
PLC Programmable logic controller
SAT Site acceptance test
SIT Site integration test
SW Software
4 The order of loop check and cold commissioning in the project schedule
The loop checks will ideally occur in the precommissioning phase of the schedule shown in
Figure 1.
However, normal occurrence is that the loop checks begin when any specific loop is
completed and turned over to the checkout crew even if it is during the "construction" phase.
The loop check could substantially overlap the "construction" phase.
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Acceptance
of plant
Construction Precommissioning Commissioning Production
PHASES
Cold Hot
Completion of Mechanical Start-up Start of
MILESTONES
erection completion production Performance
test
IEC 2057/06
Note – Construction and Precommissioning activities could be overlapping.
Figure 1 – Definition of phases and milestones
The loop check
• follows the E&I construction phase and FAT of the DCS in a project;
• is the last systematic check before mechanical completion to assure that
– all E&I documents (loop sheets, etc.) are available and correspond to their latest
revision;
– all instrumentation and equipment is delivered according to the design specifications;
– installation has occurred in accordance to engineering documents, applicable codes
and local regulations;
– loop functionality is correct.
This provides
• in a project, the quality check for E&I engineering, procurement and installation;
• the base for the commissioning phase which consists of
a) cold commissioning
phase during which functional testing of equipment and facilities, using test media
such as water or inert substances, takes place;
b) hot commissioning (chemical start-up)
phase during which activities associated with the testing and operation of equipment
using the actual process chemicals (initial start-up of process) are performed.
The main activities in the cold and hot commissioning phases are system verification
tuning of loops and instruments and control schemes.
5 Loop check content
5.1 Included activities
The loop check includes the following elements of a "single loop" (sensor and/or actuator).
• Hardware components:
– the installed instruments or components in the field or their final destination;
– the equipment in E&I rooms;
– hard wired functionality between sensor and actuator loops (if applicable);
– the input and output (if applicable) cards of process control systems.
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62382 © IEC:2006(E) – 9 –
• The basic software components (including the graphic faceplates, base level alarms and
switch points, basic interlocking and basic analogue control) to test the field devices. The
loop check uses the basic graphics/faceplates of the control system (see Figure 2). Note
that primary inputs and outputs may be connected not only to DCS but also to ESD, PLC,
unit controllers and other subsystems. They all are visualized on DCS.
In the case of safety loops, all safety switch points should be included if they are not in the
basic database.
The actual loop check involves three phases.
a) Documentation checkout
Check for the completeness and consistency of loop documents, including any documents
from the installation or FAT.
b) Visual inspection of loop devices for correct installation and tagging.
c) Function check
A testing device is used to exercise all the components of the loop (including hardware,
wiring and software). It checks that all the components function correctly and that the DCS
or panel readouts are accurate.
IEC 2058/06
1)
Check of "Operational configuration" is completed during "Cold Commissioning" or "Hot Commissioning"
Figure 2 – Loop check
There are three types of deficiencies that can be found during the loop check.
a) Installation failures
Installation failures are discrepancies with the specified hardware or the method of
installation (wrong installation, wrong instruments, etc.). The construction contractor
should fix these problems.
b) Configuration failures
Configuration failures are discrepancies with the original software specification. The
programming contractor or E&I engineering should fix these problems.
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c) E&I engineering failures
Engineering failures are to be suspected when, despite good installation of the right
instruments, the desired functionality cannot be realized (for example, fault in wiring
diagram; wrong measurement principle has been chosen, etc.) These problems should be
corrected by E&I engineering.
Additional deficiencies might be in the process design, but this can only be determined after
process start-up.
5.2 Activities excluded
The loop check does not consist of
• test activities possible without construction being completed:
– software testing using simulation tools;
– other factory acceptance tests performed at the contractor or vendor’s factories;
• other software checkout activities (FAT,etc.);
• detailed constru
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