The Amazing Secret World of ISA Standards

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The Amazing Secret World of ISA Standards Standards Certification Education & Training Publishing Nicholas Sands, CAP, PE Past ISA VP of Standards and Practices Conferences & Exhibits

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 2

3 Outline History How to Access How to Join Standards How to Join

4 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.

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 5

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 6

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-standardscommittee/

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? 10

The Amazing Secret World of ISA Standards Standards Certification Education & Training Publishing Conferences & Exhibits

Instrument Identification and Symbology

ISA 5.1 Instrumentation Symbols and Identification Standards Certification Education & Training Publishing Conferences & Exhibits

Alarm Management A Philosophy J B Identification I C Rationalization Management D Detailed Design of Change Audit E Implementation F G Operation Maintenance H Monitoring & Assessment 14

ISA 18.2 Management of Alarm Systems for the Process Industries Standards Certification Education & Training Publishing Conferences & Exhibits

Safety Instrumented Systems Hazard and Risk Assessment Clause 8 Management of Functional Safety and Functional Safety Assessment and Auditing Safety Lifecycle Structure and Planning Allocation of Safety Functions to Protection Layers Clause 9 Safety Requirements Specification for the Safety Instrumented System Clauses 10 and 12 Verification Design and Engineering of Safety Instrumented System Clauses 11 and 12 Design and Development of other means of Risk Reduction Clause 9 Installation, Commissioning and Validation Clauses 14 and 15 Operation and Maintenance Clause 16 Clause 5 Clause 6.2 Modification Clause 17 Clauses 7, 12.4, and 12.7 Decommissioning Clause 18 16

ISA 84.00.01 Functional Safety: Safety Instrumented Systems for the Process Industry Sector Part 1:. Standards Certification Education & Training Publishing Conferences & Exhibits

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) General and Site Recipes PROCESS PROCESS STAGE PROCESS OPERATION PROCESS ACTION Master and Control Recipes PROCEDURE UNIT PROCEDURE OPERATION PHASE Equipment Hierarchy PROCESS CELL UNIT EQUIPMENT MODULE CONTROL MODULE

ISA 88.00.01 Batch Control Part 1: Models and Terminology Standards Certification Education & Training Publishing Conferences & Exhibits

Enterprise Control System Integration Level 4 Business Planning and Logistics Plant Production Scheduling, Operational Management, etc 4 - Establishing the basic plant schedule - production, material use, delivery, and shipping. Determining inventory levels. Time Frame Months, weeks, days, shifts Level 3 Manufacturing Operations Management Dispatching Production, Detailed Production Scheduling, Reliability Assurance,... 3 - Work flow / recipe control, stepping the process through states to produce the desired end products. Maintaining records and optimizing the production process. Time Frame Shifts, hours, minutes, seconds Level 2 Level 1 Batch Control Continuous Control Discrete Control 2 - Monitoring, supervisory control and automated control of the production process 1 - Sensing the production process, manipulating the production process Level 0 0 - The actual production process

ISA-95.00.01 Enterprise/Control System Integration Part 1: Models and Terminology Standards Certification Education & Training Publishing Conferences & Exhibits

July 2016 Copyright ISA, All Rights reserved 22 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

ISA 62443 2-1 Industrial Automation and Controls Systems Security Concepts and Models (ISA99) Standards Certification Education & Training Publishing Conferences & Exhibits

Human Machine Interface CONTINUOUS WORK PROCESSES MOC Audit Validation ENTRY ENTRY New System Major Changes New Display Display Changes SYSTEM STANDARDS DESIGN Console Design IMPLEMENT Build Displays OPERATE In Service Continuous Improvement Philosophy Style Guide Toolkits HMI System Design User, Task, Functional Requirements REVIEW Build Console Test Train Maintain Decommission Continuous Improvement Display Design Commission Verification

ISA 101.01 Human Machine Interfaces for the Process Industries Standards Certification Education & Training Publishing Conferences & Exhibits

26 Procedure Automation

ISA-TR106.00.01 Procedure Automation for Continuous Process Operations Models and Terminology Standards Certification Education & Training Publishing Conferences & Exhibits

28 Intelligent Device Management

ISA-TR108.1 Intelligent Device Management Part 1: Models and Terminology Standards Certification Education & Training Publishing Conferences & Exhibits

Future Automation Standards Internet of things 30

31 ISA Standards Yeah, we ve got a standard for that

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-standardscommittee/

Thank you ISA New Orleans! Standards Certification Education & Training Publishing Conferences & Exhibits