Industrial process control systems - Guideline for evaluating process control systems - Part 1: Specifications

IEC TS 62603-1:2014 describes methods and provides guidance for the evaluation of Process Control Systems (PCS) during the phase of selection between different proposals. The methods of evaluation proposed in this technical specification are intended for use mainly by users, engineering companies, or independent test laboratories, to verify manufacturers' proposals during the tender (as described in IEC 62603-1) or the provided Process Control System during the FAT procedure.

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Status
Withdrawn
Publication Date
21-May-2014
Withdrawal Date
27-Feb-2019
Current Stage
WPUB - Publication withdrawn
Start Date
01-Mar-2019
Completion Date
04-Mar-2019
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IEC TS 62603-1


®


Edition 1.0 2014-05



TECHNICAL



SPECIFICATION




colour
inside


Industrial process control systems – Guideline for evaluating process control
systems –
Part 1: Specifications


IEC TS 62603-1:2014-05(en)

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IEC TS 62603-1



®



Edition 1.0 2014-05








TECHNICAL





SPECIFICATION











colour

inside










Industrial process control systems – Guideline for evaluating process control

systems –

Part 1: Specifications



























INTERNATIONAL

ELECTROTECHNICAL

COMMISSION

PRICE CODE
XE




ICS 25.040.40 ISBN 978-2-8322-1623-1



  Warning! Make sure that you obtained this publication from an authorized distributor.


® Registered trademark of the International Electrotechnical Commission

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– 2 – IEC TS 62603-1:2014 © IEC 2014


CONTENTS


FOREWORD . 6

INTRODUCTION . 8


1 Scope . 9

2 Normative references . 12

3 Symbols and abbreviated terms . 15

4 Technical specifications of a PCS . 16

4.1 System architecture . 19

4.1.1 General . 19
4.1.2 Technology and scope of the PCS . 20
4.1.3 Basic architecture . 20
4.1.4 Total number of I/Os . 21
4.1.5 Number of tags . 21
4.1.6 Number of control loops . 22
4.1.7 Reference standards and marking . 22
4.2 Installation environment . 22
4.2.1 General . 22
4.2.2 Climatic conditions . 22
4.2.3 Power supply . 24
4.2.4 EMC requirements . 26
4.2.5 Mechanical vibrations . 38
4.2.6 Corrosive and erosive influences . 39
4.2.7 Lightning protection . 41
4.2.8 Hazardous area . 41
4.2.9 Earth connection. 43
4.3 System characteristics . 43
4.3.1 General . 43
4.3.2 System scalability . 43
4.3.3 System expandability . 44
4.3.4 Integration of sub-systems . 44
4.3.5 System configuration . 44
4.3.6 Automatic documentation. 45
4.3.7 Programming languages for control . 45
4.3.8 PCS localisation . 47

4.4 System dependability . 48
4.4.1 General . 48
4.4.2 Reliability. 48
4.4.3 Availability . 49
4.4.4 Functional redundancy criteria . 50
4.4.5 Maintainability . 51
4.4.6 Spare capacity of the system . 51
4.4.7 Safety . 52
4.5 Input/Output specifications . 54
4.5.1 General . 54
4.5.2 Conventional Input/Output . 54
4.5.3 Input/Output from/to Smart Devices . 55
4.5.4 Serial connection to Remote I/O . 56
4.5.5 Hot-swap . 56

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IEC TS 62603-1:2014 © IEC 2014 – 3 –


4.5.6 Module diagnostic . 56

4.5.7 Input validation . 56

4.5.8 Read-back function . 56

4.5.9 Forced output . 56

4.5.10 Special inputs . 56

4.5.11 Intrinsically safe I/Os . 56

4.5.12 Monitoring functions . 56

4.6 Software requirements . 57

4.6.1 General . 57

4.6.2 Cyber security . 57

4.6.3 Software simulator . 58
4.6.4 Remote supervisory functions . 59
4.6.5 On-line documentation . 59
4.7 Human Machine Interface (HMI) . 59
4.7.1 General . 59
4.7.2 Control room HMI hardware – architecture . 59
4.7.3 Control room HMI hardware – operator stations . 60
4.7.4 Control room HMI hardware – monitors . 60
4.7.5 Control room HMI hardware – special displays . 60
4.7.6 Control room HMI software . 60
4.7.7 Requirements for Local Operator Interface . 61
4.7.8 Alarm management . 61
4.7.9 Events management . 64
4.7.10 Historical archiving . 65
4.7.11 Trend and statistics management . 65
4.8 Communication requirements . 66
4.8.1 General . 66
4.8.2 Field equipment serial communication . 67
4.8.3 Controller network . 68
4.8.4 Control room network . 68
4.8.5 External link. 68
4.8.6 Communication interfaces. 68
4.8.7 Communication with ERP system . 69
4.8.8 Communication with Manufacturing Execution System (MES) . 69
4.9 Required performances . 70

4.9.1 General . 70
4.9.2 Time performances of the PCS . 70
4.9.3 Controller performances . 71
4.9.4 HMI performances . 72
4.9.5 Plant Asset Management . 72
4.10 Life cycle support . 73
4.10.1 General . 73
4.10.2 Training of the personnel . 73
4.10.3 Technical support for operation . 74
4.10.4 Warranty . 74
4.10.5 Software upgrade . 74
4.10.6 References of the supplier . 74
4.11 FAT specification . 75
4.11.1 General . 75

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– 4 – IEC TS 62603-1:2014 © IEC 2014


4.11.2 FAT for Hardware Supply. 75

4.11.3 FAT for Application Software . 76

Annex A (informative) Table for “System Architecture” . 79


Annex B (informative) Table for “Installation Environment” . 81

Annex C (informative) Table for “System characteristics” . 86

Annex D (informative) Table for “System dependability” . 88


Annex E (informative) Table for “Input/Output specification” . 90

Annex F (informative) Table for “Software requirements” . 93

Annex G (informative) Table for “Human Machine Interface (HMI)” . 95

Annex H (informative) Table for “Communication requirements” . 99
Annex I (informative) Table for “Required performances” . 102
Annex J (informative) Table for “Life Cycle Support” . 104
Annex K (informative) Table for “FAT specifications” . 106

Figure 1 – Procedure for specifying and testing a PCS . 10
Figure 2 – The process of PCS evaluation . 11
Figure 3 – Content of the PCS technical specifications . 17
Figure 4 – Example of a layout drawing . 21
Figure 5 – The dependability concept . 48
Figure 6 – Architectures of BPCS and ESD . 53
Figure 7 – Communication networks in a PCS . 67
Figure 8 – FAT levels of depth . 77

Table 1 – Summary table for proposal evaluation . 18
Table 2 – Example of proposal global vote calculation . 19
Table 3 – Climatic condition parameters and severities for classes of location . 23
Table 4 – Base immunity requirements . 27
Table 5 – Immunity requirements for industrial applications . 28
Table 6 – ED classed . 29
Table 7 – Test levels for ED . 29
Table 8 – Test levels for RF fields . 30

Table 9 – Test levels for Electrical Fast Transient/Burst . 31
Table 10 – Test levels for surge protection . 33
Table 11 – Test levels for RF induced disturbances . 34
Table 12 – Test levels for power frequency magnetic fields . 35
Table 13 – Test levels for pulse magnetic field . 36
Table 14 – Test levels for damped oscillatory magnetic field . 36
Table 15 – Test levels for voltage dips . 37
Table 16 – Test levels for short interruptions . 37
Table 17 – Table for emission limits . 38
3 3
Table 18 – Concentration of gas and vapour contaminants (in cm /m ) . 40
Table 19 – Aerosol contaminants . 40
Table 20 – PFD and PFH related to SIL . 54

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IEC TS 62603-1:2014 © IEC 2014 – 5 –


Table 21 – Time resolution and discrimination capacity . 71

Table 22 – Example of FAT Specification . 78

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– 6 – IEC TS 62603-1:2014 © IEC 2014


INTERNATIONAL ELECTROTECHNICAL COMMISSION


____________



INDUSTRIAL PROCESS CONTROL SYSTEMS –

GUIDELINE FOR EVALUATING PROCESS CONTROL SYSTEMS –



Part 1: Specifications



FOREWORD
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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.
The main task of IEC technical committees is to prepare International Standards. In
exceptional circumstances, a technical committee may propose the publication of a technical
specification when
• the required support cannot be obtained for the publication of an International Standard,
despite repeated efforts, or
• the subject is still under technical development or where, for any other reason, there is the
future but no immediate possibility of an agreement on an International Standard.
Technical specifications are subject to review within three years of publication to decide
whether they can be transformed into International Standards.
IEC TS 62603-1, which is a technical specification, has been prepared by subcommittee 65B:
Measurement and control devices, of IEC technical committee 65: Industrial-process
measurement, control and automation.

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IEC TS 62603-1:2014 © IEC 2014 – 7 –


The text of this technical specification is based on the following documents:


Enquiry draft Report on voting


65B/875/DTS 65B/905/RVC



Full information on the voting for the approval of this technical specification 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 62603 series, published under the general title Industrial process
control systems – Guideline for evaluating 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
• transformed into an International standard,
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
A bilingual version of this publication may be issued at a later date.

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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– 8 – IEC TS 62603-1:2014 © IEC 2014


INTRODUCTION


This International Technical Specification defines a procedure for verifying if a given Process

Control System (PCS) satisfies the technical requirements specified by the end-user or by an

engineering company for a specific application. The basic concept of this document is that

“you can test what you have specified”. A testing procedure is meaningless if it does not

include a procedure for specifying the technical requirements to be tested.


This Technical Specification was developed in the framework of the existing standards that

define the general concepts of PCS design and testing, that is:


IEC 61069 Industrial process measurement and control – Evaluation of system properties
for the purpose of system assessment – Parts 1,2,3,4,5,6,7,8
IEC 62381 Automation systems in the process industry – Factory acceptance test (FAT),
site acceptance test (SAT), and site integration test (SIT)
The group of standards 61069 defines the general methodology, definitions, and procedures
for assessing the functional characteristics of a PCS (Part 1 and 2) in terms of functionalities
(Part 3), performances (Part 4), dependability (Part 5), operability (Part 6), safety (Part 7),
and non-task-related properties (Part 8). IEC 62381 gives additional details about the general
procedures for testing a PCS in factory, on site, and after the general integration of the
complete system.
The IEC 62603 fully complies with these standards and gives a detailed guidance for
specifying a PCS and for testing the specified functions. IEC 61069 and 62381 create a
framework that is valid for any PCS as a system, while 62603, inside this framework, gives
the users guidance for specifying the PCS he needs for carrying out the required functions.

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IEC TS 62603-1:2014 © IEC 2014 – 9 –


INDUSTRIAL PROCESS CONTROL SYSTEMS –

GUIDELINE FOR EVALUATING PROCESS CONTROL SYSTEMS –



Part 1: Specifications








1 Scope


This International Technical Specification describes methods and provides guidance for the
evaluation of Process Control Systems (PCS) during the phase of selection between different
proposals.
The methods of evaluation proposed in this technical specification are intended for use mainly
by users, engineering companies, or independent test laboratories, to verify manufacturers’
proposals during the tender (as described in IEC 62603-1) or the provided Process Control
System during the FAT procedure.
The specification and test procedures specified in this technical specification apply to a large
variety of automation systems, both based on conventional technology (e.g. 4 mA to 20 mA
field devices) and based on Intelligent Field Devices (IFD) with serial communication of any
kind. For this reason, the tests specified in this technical specification are not necessarily
sufficient for automation systems specifically designed for special duties. In such cases, user
and manufacturer should define additional tests for assessing specific functions or
performances.
The procedure for specifying the PCS technical requirements, evaluating the different offers,
and carrying out the tests on the chosen PCS differs from one company to another and from
one project to another, but some common steps exist, as Figure 1 shows
...

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