SIST EN 62708:2015

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.Dokumente für die Elektro- und Leittechnik-Planung in Projekten der verfahrenstechnischen Industrie (IEC 62708:2015)Types de documents pour les projets relatifs aux systèmes électriques et aux instruments de fonctionnement dans l'industrie de transformation (IEC 62708:2015)Document kinds for Electrical and Instrumentation Projects in the Process Industry (IEC 62708:2015)25.040.40Merjenje in krmiljenje industrijskih postopkovIndustrial process measurement and controlICS:Ta slovenski standard je istoveten z:EN 62708:2015SIST EN 62708:2015en01-september-2015SIST EN 62708:2015SLOVENSKI
STANDARD



SIST EN 62708:2015



EUROPEAN STANDARD NORME EUROPÉENNE EUROPÄISCHE NORM
EN 62708
April 2015 ICS 01.110; 25.040.40
English Version
Document kinds for Electrical and Instrumentation Projects in the Process Industry (IEC 62708:2015)
Types de documents pour les projets relatifs aux systèmes électriques et aux instruments de fonctionnement dans l'industrie de transformation (IEC 62708:2015)
Dokumente für die Elektro- und Leittechnik-Planung in Projekten der verfahrenstechnischen Industrie (IEC 62708:2015) This European Standard was approved by CENELEC on 2015-04-01. 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. 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 © 2015 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN 62708:2015 E SIST EN 62708:2015



EN 62708:2015 - 2 -
Foreword The text of document 65/580/FDIS, future edition 1 of IEC 62708, prepared by IEC TC 65 "Industrial-process measurement, control and automation" was submitted to the IEC-CENELEC parallel vote and approved by CENELEC as EN 62708:2015. The following dates are fixed: • latest date by which the document has to be implemented at national level by publication of an identical national standard or by endorsement (dop) 2016-01-01 • latest date by which the national standards conflicting with the document have to be withdrawn (dow) 2018-04-01
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 62708:2015 was approved by CENELEC as a European Standard without any modification. In the official version, for Bibliography, the following notes have to be added for the standards indicated:
ISO 7200 NOTE Harmonized as EN ISO 7200. IEC 81346-1 NOTE Harmonized as EN 81346-1.
SIST EN 62708:2015



- 3 - EN 62708:2015
Annex ZA (normative)
Normative references to international 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 1 When an International Publication has been modified by common modifications, indicated by (mod), the relevant EN/HD applies.
NOTE 2 Up-to-date information on the latest versions of the European Standards listed in this annex is available here: www.cenelec.eu.
Publication Year Title EN/HD Year IEC 60079-10-1 -
Explosive atmospheres -- Part 10-1: Classification of areas - Explosive gas atmospheres EN 60079-10-1 -
IEC 60079-11 -
Electrical apparatus for explosive gas atmospheres -- Part 11: Intrinsic safety "i" - -
IEC 60617 -
Standard data element types with associated classification scheme for electric components -- Part 4: IEC reference collection fo standard data element types and component classes - -
IEC 61082-1 -
Preparation of documents used in electrotechnology - Part 1: Rules EN 61082-1 -
IEC 61131-3 -
Programmable controllers - Part 3: Programming languages EN 61131-3 -
IEC 61355 series
Classification and designation of documents for plants, systems and equipment EN 61355 series
IEC 61355-1 2008
Classification and designation of documents for plants, systems and equipment -- Part 1: Rules and classification tables EN 61355-1 2008
IEC 61511 series
Functional safety - Safety instrumented systems for the process industry sector -- Part 2: Guidelines for the application of IEC 61511-1 EN 61511 series
IEC 61987-10 -
Industrial-process measurement and control - Data structures and elements in process equipment catalogues -- Part 10: Lists of properties (LOPs) for industrial-process measurement and control for electronic data exchange - Fundamentals EN 61987-10 -
- -
+AC -
IEC 62337 -
Commissioning of electrical, instrumentation and control systems in the process industry - Specific phases and milestones EN 62337 -
IEC 62381 -
Automation systems in the process industry - Factory acceptance test (FAT), site acceptance test (SAT) and site integration test (SIT) EN 62381 -
SIST EN 62708:2015



EN 62708:2015 - 4 -
IEC 62424 -
Representation of process control engineering - Requests in P&I diagrams and data exchange between P&ID tools and PCE-CAE tools EN 62424 -
IEC 82079-1 -
Preparation of instructions for use - Structuring, content and presentation -- Part 1: General principles and detailed requirements EN 82079-1 -
ISO 10006 -
Quality management systems_- Guidelines for quality management in projects - -
ISO 10628 -
Flow diagrams for process plants -- General rules EN ISO 10628 -
SIST EN 62708:2015



IEC 62708 Edition 1.0 2015-02 INTERNATIONAL STANDARD NORME INTERNATIONALE Document kinds for electrical and instrumentation projects in the process industry
Types de documents pour les projets relatifs aux systèmes électriques et aux instruments de fonctionnement dans l'industrie de transformation
INTERNATIONAL ELECTROTECHNICAL COMMISSION COMMISSION ELECTROTECHNIQUE INTERNATIONALE
ICS 01.110; 25.040.40
ISBN 978-2-8322-2227-0
® Registered trademark of the International Electrotechnical Commission
Marque déposée de la Commission Electrotechnique Internationale ®
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.
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– 2 – IEC 62708:2015  IEC 2015 CONTENTS FOREWORD . 4 INTRODUCTION . 6 1 Scope . 7 2 Normative references . 7 3 Terms, definitions, abbreviated terms and acronyms . 8 3.1 Terms and definitions . 8 3.2 Abbreviated terms and acronyms . 9 4 Conformity . 10 4.1 Document . 10 4.2 Document request . 10 5 Document kinds . 10 Annex A (informative)
Names of document kinds in different languages . 23 Annex B (informative)
Examples . 29 Bibliography . 70
Figure B.1 – AB001 list of documents . 30 Figure B.2 – BB001 punch list . 31 Figure B.3 – BE001 manpower mobilization plan . 32 Figure B.4 – DA001 instrument data sheet . 33 Figure B.5 – DC001 test and maintenance recommendations . 34 Figure B.6 – DZ001 test and maintenance requirements . 35 Figure B.7 – EC002 electrical consumer list . 36 Figure B.8 – EC008 heating circuit list . 37 Figure B.9 – EC009 requirement specification. 38 Figure B.10 – EC010 specification sheet . 39 Figure B.11 – EC011 loop list . 40 Figure B.12 – EC014 construction bill of quantities . 41 Figure B.13 – EC015 specification E&I process connections . 42 Figure B.14 – ED006 Ex-i calculation sheet . 43 Figure B.15 – ED007 heat dissipation summary . 44 Figure B.16 – FA001 electrical single line diagram . 45 Figure B.17 – FA002 structure diagram DCS-PLC-SIS . 46 Figure B.18 – FB001 piping and instrumentation diagram (P&ID) . 47 Figure B.19 – FE001 function description . 48 Figure B.20 – FF001 function block diagram . 49 Figure B.21 – FF002 cause and effect matrix . 50 Figure B.22 – FP001 signal list . 51 Figure B.23 – FP002 I/O list . 52 Figure B.24 – FQ001 trip point list . 53 Figure B.25 – FQ002 configuration parameter list . 54 Figure B.26 – FS002 loop diagram . 55 Figure B.27 – FS003 bus layout drawing . 56



IEC 62708:2015  IEC 2015 – 3 – Figure B.28 – LD003 plot plan E&I . 57 Figure B.29 – LD006 arrangement drawing . 58 Figure B.30 – LU001 cabinet layout drawing . 59 Figure B.31 – MA001 terminal connection diagram . 60 Figure B.32 – MA003 conceptual wiring diagram . 61 Figure B.33 – MB001 cable list . 62 Figure B.34 – MB002 cable laying list . 63 Figure B.35 – PA001 material take off . 64 Figure B.36 – PB001 spare parts list . 65 Figure B.37 – PB002 instrument index . 66 Figure B.38 – PD001 system log book . 67 Figure B.39 – TC001 installation drawing (hook up) . 68 Figure B.40 – TC002 assembly drawing . 69
Table 1 – Document kinds. 11 Table A.1 – Names of document kinds in English and French . 23 Table A.2 – Names of document kinds in Chinese and German . 26



– 4 – IEC 62708:2015  IEC 2015 INTERNATIONAL ELECTROTECHNICAL COMMISSION ____________
DOCUMENT KINDS FOR ELECTRICAL AND INSTRUMENTATION
PROJECTS IN THE PROCESS INDUSTRY
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 62708 has been prepared by IEC technical committee 65: Industrial-process measurement, control and automation. The text of this standard is based on the following documents: FDIS Report on voting 65/580/FDIS 65/583/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.



IEC 62708:2015  IEC 2015 – 5 – 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.
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.



– 6 – IEC 62708:2015  IEC 2015 INTRODUCTION The engineering in the process industry is driven by international cooperation. Due to economic reasons, special know-how, special licence, authorization or simply capacity utilisation the work is split between partners. They will arrange their cooperation for each individual project differently. This requires well defined split of work and responsibilities. Documents are the basis for these definitions since they are the result of any engineering work. If there is only the name of a document without further description of form and content, it will be likely that each partner develops their own view of the result of their efforts. Therefore, for each project the definition of deliverable documents is a major issue. The name of a document is often used for similar but in detail different documents. This standard will take the most commonly used name from synonymous names as the document kind name, intending to make other alternatives obsolete. The first aim of this standard is to avoid misunderstandings and erroneous elaboration of documents in order to reduce additional corrective works and expenses for clarification between partners. The second aim is to provide the convenience of document handling by using the IEC 61355 database. This standard will provide document kind names, document kind classification codes specified by IEC 61355, and some templates. To cover these aims, we specify individual document kind names, but do not specify which documents are mandatory or optional.



IEC 62708:2015  IEC 2015 – 7 – DOCUMENT KINDS FOR ELECTRICAL AND INSTRUMENTATION
PROJECTS IN THE PROCESS INDUSTRY
1 Scope This International Standard defines specific documents and their basic content required for electrical and instrumentation projects in the process industry. This standard specifies the document kind name and the mandatory content of the document kind. Documents used in the phases of a project from the concept phase to the mechanical completion are covered (see IEC 62337). Documents for project management and quality assurance are included. Documents for commercial project administration are excluded. Examples of documents are provided for easy reference, understanding and usage. 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. IEC 60617, Graphical symbols for diagrams IEC 60079-10-1, Explosive atmospheres – Part 10-1: Classification of areas – Explosive gas atmospheres IEC 60079-11, Explosive atmospheres – Part 11: Equipment protection by intrinsic safety "i" IEC 61082-1, Preparation of documents used in electrotechnology – Part 1: Rules IEC 61131-3, Programmable controllers – Part 3: Programming languages IEC 61355 (all parts), Classification and designation of documents for plants, systems and equipment IEC 61355-1:2008, Classification and designation of documents for plants, systems and equipment – Part 1: Rules and classification tables IEC 61511 (all parts), Functional safety – Safety instrumented systems for the process industry sector IEC 61987-10, Industrial-process measurement and control – Data structures and elements in process equipment catalogues – Part 10: Lists of properties (LOPs) for industrial-process measurement and control for electronic data exchange – Fundamentals



– 8 – IEC 62708:2015  IEC 2015 IEC 62337, Commissioning of electrical, instrumentation and control systems in the process industry – Specific phases and milestones IEC 62381, Automation systems in the process industry – Factory acceptance test (FAT), site acceptance test (SAT), and site integration test (SIT) IEC 62424, Representation of process control engineering – Requests in P&I diagrams and data exchange between P&ID tools and PCE-CAE tools IEC 82079-1, Preparation of instructions for use – Structuring, content and presentation – Part 1: General principles and detailed requirements ISO 10006, Quality management systems – Guidelines for quality management in projects ISO 10628, Flow diagrams for process plants – General rules 3 Terms, definitions, abbreviated terms and acronyms 3.1 Terms and definitions For the purposes of this document, the following terms and definitions apply. 3.1.1
activity smallest identified item of work in a project [SOURCE: ISO 10006: 2003, 3.1] 3.1.2
document fixed and structured amount of information intended for human perception that can be managed and interchanged as a unit between users and systems [SOURCE: IEC 61355-1: 2008, 3.2, modified – notes removed for easy understanding.] 3.1.3
document kind type of document defined with respect to its specified content of information and form of presentation
[SOURCE: IEC 61355-1: 2008, 3.6, modified – note removed for easy understanding.] 3.1.4
document request document which requests to prepare or provide a set of documents 3.1.5
documentation collection of documents related to a given subject [SOURCE: IEC 61355-1: 2008, 3.5, modified – notes removed for easy understanding.] 3.1.6
export permission authority permission to transport e.g. embargo goods from the country of origin to its intended country of destination



IEC 62708:2015  IEC 2015 – 9 – 3.1.7
identifier attribute associated with an object to unambiguously distinguish it from other objects within a specified domain [SOURCE: IEC/ISO 81346-1: 2009, 3.10] 3.1.8
process industry industry that uses chemical reactions, separations, or mixing techniques in order to create new products, modify existing products or treat waste and includes the following types of industries: chemical, petrochemical, waste treatment, paper, cement, etc. It does not include such industries as equipment/machine manufacturing or similar industries. Industries which are subject to special requirements and or validation, etc. are also not included [SOURCE: IEC 62337: 2012, 3.13] 3.1.9
project sum of commercial, technical and other activities related to a specific object [SOURCE: IEC 61355-1: 2008, 3.12 modified – definition adapted to comply with the ISO/IEC Directives, Part 2.] 3.1.10
work package subset of a project forming a group of activities having common characteristics such as purpose, theme, object, responsible, time frame, etc. 3.2 Abbreviated terms and acronyms DCS Distributed control system DLOP Device list of properties E&I Electrical and instrumentation ESD Emergency shutdown system Ex-i Instrinsic safety "i" according to IEC 60079-11 FAT Factory acceptance test I/O Input/output ID Identifier IT Information technology OLOP Operating list of properties P&ID Piping and instrumentation diagram PLC Programmable logic controller SAT Site acceptance test SIF Safety instrumented function SIL Safety integrity level SIS Safety instrumented system SIT Site integration test SRS Safety requirement specification



– 10 – IEC 62708:2015  IEC 2015 4 Conformity 4.1 Document Conformance of a document with this international standard may be declared if the following is fulfilled: The document kind name shall be indicated on the respective document. If the document contains more than one page, the document kind name may be shown on the cover sheet only. The document kind name defined in this standard shall be used. In addition, a reference to this international standard shall be made in close relation with the usage. A footnote or endnote may be used for this purpose. Furthermore the final document shall contain all mandatory contents defined in this international standard as a minimum. If data is not or not completely available at the point of time the document is issued, the document may claim conformity with this standard if the missing information is clearly marked as to be given later. A general note declaring the document as being in progress may be used. 4.2 Document request Conformance of a document request with this international standard may be declared if the following is fulfilled: The document kind name defined in this standard shall be used. In addition, a reference to this international standard shall be made in close relation with the usage. A footnote or endnote may be used for this purpose. 5 Document kinds Table 1 lists document kinds with their properties listed below. • “Document kind name” indicates the name of the document kind. • “Description" is the short description of the kind of information to be provided by the document kind. • "Mandatory content” indicates mandatory information included in the document kind. • “DCC” indicates a document kind classification code of the document kinds according to IEC 61355-1. The document kind classification code shown is informative only since IEC 61355 may leave other classifications open to the user. • "Identifier" is a number which together with the DCC is used within this standard to reference the items. • "Example" shows where an example can be accessed.



IEC 62708:2015  IEC 2015 – 11 –
Table 1 – Document kinds (1 of 12) Document kind name Description Mandatory content DCC (informative) Identifier Example List of documents Formal list of content of a document package or a documentation. - Drawing / document number - Number of sheets - Revision index - Document designation code - Title of document AB 001 Figure B.1 Punch list List of all open tasks. - Task ID - Task description - Task owner - Due date - Priority - Status BB 001 Figure B.2 Work breakdown structure (WBS) Structured list of major work packages. It has a tree structure which covers all works required to perform the projects scope and includes all deliverables. The use is described in ISO 10006. See ISO 10006
BD 001
Communication plan Binding agreement regarding permitted ways of information and partners including rules for content and frequency. For further details see ISO 10006. See ISO 10006 BD 002
Project execution plan Execution plan to confirm the project over all scope. - Scope - Schedule - Documents lists - Organization - Communication plan BD 003
Manpower mobilization plan Bar chart schedule with associated personnel resources and qualifications. For further details of resource planning see ISO 10006. See ISO 10006
- Name of resource - Resources related to time BE 001 Figure B.3 Time schedule Representation of start and end dates of activities from work breakdown structure and main milestones according to IEC 62337. - Defined activity - Division of activities into sub-activities, if required (e.g. preliminary studies, engineering, manufacturing, testing, dispatch, erection, commissioning, etc.) - Start and end dates for each activity BE 002
Equipment list with export restriction List of equipment requiring export permission. - Type of equipment - Reference to applicable export restriction BF 001



– 12 – IEC 62708:2015  IEC 2015 Table 1 (2 of 1
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