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The Amazing Secret World of ISA Standards
Nicholas Sands, CAP, PE
Past ISA VP of Standards and Practices
2
About the Presenter: Nicholas Sands
Nicholas Sands, CAP, PE• DuPont Senior Manufacturing Technology Fellow• ISA Fellow• Global alarm management leader for DuPont• Lead for several SIS best practices in DuPont• 28 years of experience in chemical plants• Former ISA VP of Professional Development• Past ISA VP of Standards and Practices• Co-chair of ISA18, working on alarm management• Co-director of ISA84, working on safety instrumented systems• Secretary of IEC62682 committee, working on alarm management
Outline
• History
• How to Access
• How to Join
• Standards
• How to Join
3
History of ISA Standards & Practices
• 1945 – The Instrument Society of America is founded in Pittsburgh, PA.
• 1949 – The first ISA standard RP 5.1 Instrument Flow Plan Symbols is issued.
• Today – ISA is accredited as a standards development organization (SDO) by the American National Standards Institute (ANSI) and recognized by the International Electrotechnical Commission (IEC) TC65.
• Over 4,000 individuals are members of over 140 standards committees and subcommittees.
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American National Standards
• ANSI – American National Standards Institute
• Governing body for US National standards
• Since 1918– Originally AESC (American Engineering Standards Committee)
• Over 10,000 American National Standards
• Over 125,000 companies represented
• Principles– Openness
– Balance
– Due Process
– Consensus
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International Standards
• IEC – International Electrotechnical Commission
• Governing body for international standards on electrical and electronic related standards
• Since 1906
• Over 6,000 IEC standards and reports
• Over 95% of the world population is represented
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Accessing ISA Standards
• ISA members– View all ISA standards and technical reports
– IEC standards are not viewable (IEC61511)
• On the ISA website, under standards
ISA Standards Membership
• ISA Standards committees are open to all– ISA membership is recommended but not
required
– Most meetings are by conference call, depending on the committee
– Committees have the world’s leading experts on different aspects of automation
• To join a committee:– Choose the topic that interests you
– Complete the membership request form:
– https://www.isa.org/forms/join-a-standards-committee/
ISA Standards on Automation
• ISA Standards cover a wide range– Drawing symbology
– Instrument specifications
– Instrument installation
– Instrument signals, wireless, and fieldbus
– Safety instrumented systems
– Batch automation
– Enterprise integration
– Cyber-security
– Alarm management
– HMI design
– Procedural control
– Intelligent device management
Are You…
• Involved in ISA Standards?– Which ones?
• Using ISA Standards?– Which ones?
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Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
The Amazing Secret World of ISA Standards
Instrument Identification and Symbology
Standards
Certification
Education & Training
Publishing
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ISA 5.1Instrumentation Symbols and Identification
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Monitoring & Assessment
Philosophy
Audit
Rationalization
Identification
Detailed Design
Implementation
Maintenance
Operation
Management
of ChangeD
C
E
A J
B
G
HF
I
Alarm Management
Standards
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Education & Training
Publishing
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ISA 18.2Management of Alarm Systems for the Process Industries
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Safety Instrumented Systems
DecommissioningClause 18
Management of Functional Safety and Functional
Safety Assessment and Auditing
Clause 5
Safety Lifecycle Structure
and Planning
Clause 6.2
Verification
Clauses 7, 12.4, and
12.7
ModificationClause 17
Operation and MaintenanceClause 16
Installation, Commissioning and ValidationClauses 14 and 15
Design and Engineering of Safety Instrumented System
Clauses 11 and 12
Design and Development of other means of Risk Reduction
Clause 9
Safety Requirements Specification for the Safety
Instrumented System Clauses 10 and 12
Allocation of Safety Functions to Protection LayersClause 9
Hazard and Risk AssessmentClause 8
DecommissioningClause 18
Management of Functional Safety and Functional
Safety Assessment and Auditing
Clause 5
Safety Lifecycle Structure
and Planning
Clause 6.2
Verification
Clauses 7, 12.4, and
12.7
ModificationClause 17
Operation and MaintenanceClause 16
Installation, Commissioning and ValidationClauses 14 and 15
Design and Engineering of Safety Instrumented System
Clauses 11 and 12
Design and Development of other means of Risk Reduction
Clause 9
Safety Requirements Specification for the Safety
Instrumented System Clauses 10 and 12
Allocation of Safety Functions to Protection LayersClause 9
Hazard and Risk AssessmentClause 8
Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
ISA 84.00.01Functional Safety: Safety Instrumented Systems for the Process Industry SectorPart 1:….
EquipmentHierarchyPROCESS
CELL
UNIT
EQUIPMENTMODULE
CONTROLMODULE
Master and ControlRecipes
PROCEDURE
UNITPROCEDURE
OPERATION
PHASE
General and SiteRecipes
PROCESS
PROCESSSTAGE
PROCESSOPERATION
PROCESSACTION
Batch Control
• What it is you are making (Product Definition)• How you want to make it (Manufacturing Definition)• Way you control the equipment (Control Definition)
Standards
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Education & Training
Publishing
Conferences & Exhibits
ISA 88.00.01Batch Control Part 1:Models and Terminology
Enterprise – Control System Integration
Level 4
Level 1
Level 2
Level 3
Business Planning and Logistics
Plant Production Scheduling,
Operational Management, etc
Manufacturing Operations ManagementDispatching Production, Detailed Production
Scheduling, Reliability Assurance, ...
BatchControl
DiscreteControl
ContinuousControl 1 - Sensing the production process, manipulating
the production process
2 - Monitoring, supervisory control and automated control of the production process
3 - Work flow / recipe control, stepping the process through states to produce the desired end products. Maintaining records and optimizing the production process.
Time FrameShifts, hours, minutes, seconds
4 - Establishing the basic plant schedule -production, material use, delivery, and shipping. Determining inventory levels.
Time FrameMonths, weeks, days, shifts
Level 0 0 - The actual production process
Standards
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Publishing
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ISA-95.00.01Enterprise/Control System Integration Part 1:Models and Terminology
Zones and Conduits
A network & system segmentation technique:• Prevents the spread of an incident• Provides a front-line set of defenses• The basis for risk assessment in system
design
July 2016 22Copyright © ISA, All Rights reserved
Standards
Certification
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Publishing
Conferences & Exhibits
ISA 62443 – 2-1Industrial Automation and Controls Systems SecurityConcepts and Models(ISA99)
Human Machine Interface
DESIGNSYSTEM STANDARDS
OPERATEIMPLEMENT
CONTINUOUS WORK PROCESSES
Continuous Improvement
RE
VIE
W
Philosophy
Style Guide
Toolkits
In Service
Maintain
Decommission
Continuous Improvement
Build Displays
Build Console
Test
Train
Commission
Verification
Console Design
HMI System Design
User, Task, Functional
Requirements
Display Design
New DisplayDisplay Changes
New SystemMajor Changes
ENTRYENTRY
MOC Audit Validation
Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
ISA 101.01Human Machine Interfaces for the Process Industries
Procedure Automation
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Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
ISA-TR106.00.01Procedure Automation for Continuous Process OperationsModels and Terminology
Intelligent Device Management
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Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
ISA-TR108.1Intelligent Device Management Part 1: Models and Terminology
Future Automation Standards
• Internet of things
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ISA Standards
• Yeah, we’ve got a standard for that
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Accessing ISA Standards
• ISA members– View all ISA standards and technical reports
– IEC standards are not viewable (IEC61511)
• On the ISA website, under standards
ISA Standards Membership
• ISA Standards committees are open to all– ISA membership is recommended but not
required
– Most meetings are by conference call, depending on the committee
– Committees have the world’s leading experts on different aspects of automation
• To join a committee:– Choose the topic that interests you
– Complete the membership request form:
– https://www.isa.org/forms/join-a-standards-committee/
Standards
Certification
Education & Training
Publishing
Conferences & Exhibits
Thank you ISA New Orleans!
