EN IEC 62974-1:2024
(Main)Monitoring and measuring systems used for data collection, aggregation and analysis - Part 1: Device requirements
Monitoring and measuring systems used for data collection, aggregation and analysis - Part 1: Device requirements
IEC 62974-1:2024 specifies product and performance requirements for devices that fall under the heading of "monitoring and measuring systems used for data collection, aggregation and analysis", for industrial, commercial, and similar use rated below or equal to 1 kV AC and 1,5 kV DC. These devices are fixed and are intended to be used indoors as panel-mounted devices, or as modular devices fixed on a DIN rail, or as housing devices fixed on a DIN rail, or as devices fixed by other means inside a cabinet. These devices are used to upload or download information (energy measured on loads, power metering and monitoring data, temperature information, etc.), mainly for energy efficiency purposes. These devices are known as energy servers (ESE), energy data loggers (EDL), data gateways (DGW) and I/O data concentrators (IODC) and are grouped together under the family name of Data Management Devices (DMD). This document does not cover: • devices used only in the consumer market (living quarters) or household; • devices used in the smart metering infrastructure (e.g. smart meters); • devices used in the smart grid infrastructure; • devices used as IT servers in the information technology business; • power metering and monitoring devices (PMD); • I/O data concentrators already covered by a specific product standard; • communication protocols and interoperability; • power quality instruments (PQI); • software used for the data collection and analysis of the power quality for the supply side. IEC 62974-1:2024 cancels and replaces the first edition published in 2017. This edition constitutes a technical revision. This edition includes the following significant technical changes with respect to the previous edition: a) the performance criteria have been reviewed; b) EMC and safety requirements have been improved; c) mechanical requirements have been clarified and amended.
Erfassungs- und Messsysteme zur Datenerfassung, -Übertragung und -Analyse - Teil 1: Anforderungen an die Geräte
Systèmes de surveillance et de mesure utilisés pour la collecte, l’agrégation et l'analyse de données - Partie 1: Exigences relatives aux dispositifs
L'IEC 62974-1:2024 spécifie les exigences relatives aux produits et aux performances des dispositifs qui relèvent des "systèmes de surveillance et de mesure utilisés pour la collecte, l'agrégation et l'analyse de données", dans le cadre d'une exploitation industrielle, commerciale et analogue, et qui présentent des caractéristiques assignées inférieures ou égales à 1 kV en courant alternatif et à 1,5 kV en courant continu. Ces dispositifs sont fixes et sont destinés à une utilisation en intérieur comme les dispositifs montés sur panneau, les dispositifs modulaires fixés sur un rail DIN, les dispositifs en boîtier fixés sur un rail DIN ou les dispositifs fixés par un autre moyen à l'intérieur d'une armoire. Ces dispositifs permettent de charger ou de télécharger des informations (énergie mesurée sur les charges, données de mesure et de surveillance de la puissance, informations relatives à la température, etc.) essentiellement à des fins d'efficacité énergétique. Ces dispositifs répondent à différents noms: serveurs d'énergie (ESE), enregistreurs de données d'énergie (EDL), passerelles de données (DGW) et concentrateurs de données d'E/S (IODC). Ils sont regroupés sous le nom générique de dispositifs de management de données (DMD, Data Management Devices). Le présent document ne couvre pas: • les dispositifs à usage exclusivement grand public (espace de vie) ou domestique; • les dispositifs utilisés dans l'infrastructure de mesure intelligente (les compteurs intelligents, par exemple); • les dispositifs utilisés dans l'infrastructure de réseau intelligent; • les dispositifs utilisés comme serveurs IT dans le secteur des technologies de l'information; • les dispositifs de mesure et de surveillance de la puissance (PMD, Power Metering and monitoring Devices); • les concentrateurs de données d'E/S déjà couverts par une norme de produit particulière; • les protocoles de communication et l'interopérabilité; • les instruments de mesure de la qualité de l'alimentation (PQI, Power Quality Instruments); • les logiciels utilisés pour la collecte des données et l'analyse de la qualité de l'alimentation pour la partie production. L'IEC 62974-1:2024 annule et remplace la première édition parue en 2017. Cette édition constitue une révision technique. Cette édition inclut les modifications techniques majeures suivantes par rapport à l'édition précédente: a) les critères de performances ont été révisés; b) les exigences en matière de CEM et de sécurité ont été améliorées; c) les exigences mécaniques ont été clarifiées et modifiées.
Sistemi za nadzorovanje in merjenje, namenjeni za zbiranje podatkov, nabiranje in analizo podatkov - 1. del: Zahteve za napravo (IEC 62974-1:2017)
Ta del standarda IEC 62974 določa zahteve glede izdelkov in zmogljivosti za naprave, ki spadajo pod naslov »sistemi za nadzorovanje in merjenje, namenjeni za zbiranje podatkov, nabiranje in analize podatkov« za industrijsko, komercialno in podobno uporabo z napajanjem največ 1 kV izmenične napetosti in 1,5 kV enosmerne napetosti.
Te naprave so fiksne in namenjene za uporabo v zaprtih prostorih kot vgrajene naprave ali kot modularne naprave, pritrjene na tračnico DIN, ali kot naprave z ohišjem, pritrjene na tračnico DIN, ali kot naprave, pritrjene v ohišju na drug način.
Te naprave se uporabljajo za prenos podatkov (energija, merjena pri obremenitvah, podatki o merjenju in nadzorovanju moči, podatki o temperaturi itd.), predvsem za namene energetske učinkovitosti. Te naprave so znane kot energetski strežniki (ESE), zapisovalci podatkov o energiji (EDL), podatkovni prehodi (DGW) in koncentratorji vhodnih/izhodnih podatkov (IODC) ter se skupaj imenujejo naprave za upravljanje podatkov (DMD).
OPOMBA: Ti sistemi so vgrajeni oziroma jih je mogoče povezati s programsko aplikacijo, ki lahko združuje podatke in izvaja samodejno analizo. Samodejna analiza lahko vključuje izračun izhodiščnih vrednosti energije ali kazalnikov energetske učinkovitosti, ki se zahtevajo za sistem upravljanja z energijo na podlagi standarda ISO 50001, oziroma jo je mogoče uporabiti med energetskimi presojami, kot je opredeljeno v standardu ISO 50002, ali v sistemih upravljanja energijske učinkovitosti (EEMS) za nadzorovanje namestitve v skladu s standardom IEC 60364-8-1, da se zagotovi učinkovita raba električne energije. Te naprave je mogoče uporabljati tudi za certificiranje glede na oznake, kot so LEED, BREEAM, HQE itd.
Ta dokument ne zajema:
• naprav, ki se uporabljajo samo na potrošniškem trgu (bivalni prostori) ali v gospodinjstvih;
• naprav, ki se uporabljajo v infrastrukturi za pametno merjenje (npr. pametni števci);
• naprav, ki se uporabljajo v infrastrukturi pametnega omrežja;
• naprav, ki se uporabljajo kot strežniki IT na področju poslovne informacijske tehnologije;
• naprav za merjenje in nadzorovanje moči (PMD);
• koncentratorjev vhodnih/izhodnih podatkov, ki so že zajeti v posebnem standardu za izdelek;
• komunikacijskih protokolov in interoperabilnosti;
• instrumentov za kakovost napajanja (PQI);
• programske opreme za zbiranje podatkov in analizo kakovosti električne energije za napajanje.
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
01-marec-2025
Sistemi za nadzorovanje in merjenje, namenjeni za zbiranje podatkov, nabiranje in
analizo podatkov - 1. del: Zahteve za napravo (IEC 62974-1:2017)
Monitoring and measuring systems used for data collection, gathering and analysis - Part
1: Device requirements (IEC 62974-1:2024)
Erfassungs- und Messsysteme zur Datenerfassung, -Übertragung und -Analyse - Teil 1:
Anforderungen an die Geräte (IEC 62974-1:2024)
Systèmes de surveillance et de mesure utilisés pour la collecte et l'analyse de données -
Partie 1: Exigences relatives aux dispositifs (IEC 62974-1:2024)
Ta slovenski standard je istoveten z: EN IEC 62974-1:2024
ICS:
17.220.20 Merjenje električnih in Measurement of electrical
magnetnih veličin and magnetic quantities
27.015 Energijska učinkovitost. Energy efficiency. Energy
Ohranjanje energije na conservation in general
splošno
35.080 Programska oprema Software
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
EUROPEAN STANDARD EN IEC 62974-1
NORME EUROPÉENNE
EUROPÄISCHE NORM December 2024
ICS 17.220.20 Supersedes EN 62974-1:2017
English Version
Monitoring and measuring systems used for data collection,
aggregation and analysis - Part 1: Device requirements
(IEC 62974-1:2024)
Systèmes de surveillance et de mesure utilisés pour la Erfassungs- und Messsysteme zur Datenerfassung, -
collecte, l'agrégation et l'analyse de données - Partie 1: Übertragung und -Analyse - Teil 1: Anforderungen an die
Exigences relatives aux dispositifs Geräte
(IEC 62974-1:2024) (IEC 62974-1:2024)
This European Standard was approved by CENELEC on 2024-10-16. 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, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the
Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Türkiye and the United Kingdom.
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2024 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN IEC 62974-1:2024 E
European foreword
The text of document 85/920/FDIS, future edition 2 of IEC 62974-1, prepared by TC 85 "Measuring
equipment for electrical and electromagnetic quantities" was submitted to the IEC-CENELEC parallel
vote and approved by CENELEC as EN IEC 62974-1:2024.
The following dates are fixed:
• latest date by which the document has to be implemented at national (dop) 2025-12-31
level by publication of an identical national standard or by endorsement
• latest date by which the national standards conflicting with the (dow) 2027-12-31
document have to be withdrawn
This document supersedes EN 62974-1:2017 and all of its amendments and corrigenda (if any).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC shall not be held responsible for identifying any or all such patent rights.
Any feedback and questions on this document should be directed to the users’ national committee. A
complete listing of these bodies can be found on the CENELEC website.
Endorsement notice
The text of the International Standard IEC 62974-1:2024 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 standard indicated:
IEC 60068-1:2013 NOTE Approved as EN 60068-1:2014 (not modified)
IEC 60068-2-30 NOTE Approved as EN 60068-2-30
IEC 60364-8-1:2019 NOTE Approved as HD 60364-8-1:2019 (not modified)
IEC 60950 (series) NOTE Approved as EN 60950 (series)
IEC 61557-12 NOTE Approved as EN IEC 61557-12
ISO 50001:2018 NOTE Approved as EN ISO 50001:2018 (not modified)
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments)
applies.
NOTE 1 Where 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.cencenelec.eu.
Publication Year Title EN/HD Year
IEC 60068-2-1 2007 Environmental testing - Part 2-1: Tests - Test EN 60068-2-1 2007
A: Cold
IEC 60068-2-2 2007 Environmental testing - Part 2-2: Tests - Test EN 60068-2-2 2007
B: Dry heat
IEC 60068-2-6 2007 Environmental testing - Part 2-6: Tests - Test EN 60068-2-6 2008
Fc: Vibration (sinusoidal)
IEC 60068-2-14 2009 Environmental testing - Part 2-14: Tests - Test EN 60068-2-14 2009
N: Change of temperature
IEC 60068-2-27 2008 Environmental testing - Part 2-27: Tests - Test EN 60068-2-27 2009
Ea and guidance: Shock
IEC 60068-2-78 2012 Environmental testing - Part 2-78: Tests - Test EN 60068-2-78 2013
Cab: Damp heat, steady state
IEC 60529 1989 Degrees of protection provided by enclosures EN 60529 1991
(IP Code)
- - + corrigendum May 1993
+ A1 1999 + A1 2000
+ A2 2013 + A2 2013
IEC 61000-4-4 2012 Electromagnetic compatibility (EMC) - Part 4- EN 61000-4-4 2012
4: Testing and measurement techniques -
Electrical fast transient/burst immunity test
IEC 61000-4-5 2014 Electromagnetic compatibility (EMC) - Part 4- EN 61000-4-5 2014
5: Testing and measurement techniques -
Surge immunity test
+ A1 2017 + A1 2017
IEC 61000-4-8 2009 Electromagnetic compatibility (EMC) - Part 4- EN 61000-4-8 2010
8: Testing and measurement techniques -
Power frequency magnetic field immunity test
Publication Year Title EN/HD Year
IEC 61000-4-11 2020 Electromagnetic compatibility (EMC) - Part 4- EN IEC 61000-4-11 2020
11: Testing and measurement techniques -
Voltage dips, short interruptions and voltage
variations immunity tests for equipment with
input current up to 16 A per phase
IEC 61010-1 2010 Safety requirements for electrical equipment EN 61010-1 2010
for measurement, control, and laboratory use
- Part 1: General requirements
+ A1 (mod) 2016 + A1 2019
IEC 61131-2 2017 Industrial-process measurement and control - - -
Programmable controllers - Part 2: Equipment
requirements and tests
IEC 61326-1 2020 Electrical equipment for measurement, control EN IEC 61326-1 2021
and laboratory use - EMC requirements - Part
1: General requirements
IEC 62052-11 2020 Electricity metering equipment - General EN IEC 62052-11 2021
requirements, tests and test conditions - Part
11: Metering equipment
- - + A12 2024
IEC 62262 2002 Degrees of protection provided by enclosures EN 62262 2002
for electrical equipment against external
mechanical impacts (IK code)
+ AMD1 2021 + A1 2021
IEC 62974-1 ®
Edition 2.0 2024-08
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
Monitoring and measuring systems used for data collection, aggregation and
analysis –
Part 1: Device requirements
Systèmes de surveillance et de mesure utilisés pour la collecte, l’agrégation et
l'analyse de données –
Partie 1: Exigences relatives aux dispositifs
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 17.220.20 ISBN 978-2-8322-9483-3
– 2 – IEC 62974-1:2024 © IEC 2024
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 8
2 Normative references . 8
3 Terms and definitions . 9
3.1 General definitions . 10
3.2 Definitions related to devices . 11
3.3 Definitions related to inputs and outputs . 12
4 Normal environmental conditions . 13
5 Ratings . 13
6 Requirements for design and construction . 13
6.1 General . 13
6.2 General architecture of devices . 13
6.3 Product classification . 14
6.4 General data processing . 15
6.5 Requirements on minimum functions embedded in devices . 15
6.5.1 General requirements . 15
6.5.2 Management of digital and/or analogue input(s) or output(s) . 16
6.5.3 Communication connectivity features . 17
6.5.4 Data time stamping . 17
6.5.5 Management of logged data. 17
6.5.6 Management of aggregated data . 18
6.5.7 Analysis of aggregated data . 18
6.5.8 Local visualisation on an HMI . 18
6.5.9 Configuration management . 18
6.6 Safety requirements . 18
6.6.1 Protection against electrical hazards . 18
6.6.2 Protection against mechanical hazards . 19
6.6.3 Protection against other hazards . 19
6.6.4 Safety-related security (cybersecurity) . 19
6.7 EMC requirements . 20
6.7.1 Immunity requirements . 20
6.7.2 Emission requirements . 21
6.8 Climatic requirements . 21
6.9 Mechanical requirements . 21
6.9.1 Vibrations . 21
6.9.2 Shocks . 21
6.9.3 Enclosure robustness (IK code) . 21
6.9.4 Degree of protection by enclosures (IP code) . 21
6.10 Requirements for marking and documentation . 22
6.10.1 General . 22
6.10.2 Device marking . 22
6.10.3 Documentation . 22
7 Type tests . 23
7.1 Performance criteria for type tests . 23
7.2 Safety tests . 24
IEC 62974-1:2024 © IEC 2024 – 3 –
7.3 EMC tests plan . 24
7.3.1 General . 24
7.3.2 Configuration of EUT during testing . 24
7.3.3 Operation conditions of EUT during testing . 25
7.3.4 Specification of functional performance . 25
7.3.5 Test description . 25
7.3.6 EMC test result and test report . 25
7.3.7 EMC instructions for use . 25
7.4 Climatic tests . 25
7.5 Mechanical tests . 26
7.5.1 Vibration . 26
7.5.2 Shock tests . 26
7.5.3 Degree of protection provided by enclosures for electrical equipment
against external mechanical impacts (IK code) . 26
7.5.4 Degree of protection by enclosure (IP code) . 26
8 Routine tests . 26
Annex A (informative) Example of system architectures . 27
Annex B (informative) Example of device processing . 29
Bibliography . 30
Figure 1 – Plan-Do-Check-Act Cycle . 7
Figure 2 – General architecture of devices . 14
Figure A.1 – Basic local monitoring and measuring system architecture . 27
Figure A.2 – Advanced local monitoring and measuring system architecture . 27
Figure A.3 – Remote monitoring and measuring system architecture . 28
Figure B.1 – General data processing of the general device . 29
Table 1 – Normal environmental conditions . 13
Table 2 – Devices classification . 15
Table 3 – List of minimum functions embedded in devices . 16
Table 4 – Additional EMC tests for class 2 devices . 20
Table 5 – Minimum IP requirements . 21
Table 6 – Marking to apply to devices . 22
Table 7 – Specific performance criteria . 23
Table 8 – Climatic requirements . 25
– 4 – IEC 62974-1:2024 © IEC 2024
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
MONITORING AND MEASURING SYSTEMS USED
FOR DATA COLLECTION, AGGREGATION AND ANALYSIS –
Part 1: Device requirements
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
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consensus of opinion on the relevant subjects since each technical committee has representation from all
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8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
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9) IEC draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). IEC takes no position concerning the evidence, validity or applicability of any claimed patent rights in
respect thereof. As of the date of publication of this document, IEC had not received notice of (a) patent(s), which
may be required to implement this document. However, implementers are cautioned that this may not represent
the latest information, which may be obtained from the patent database available at https://patents.iec.ch. IEC
shall not be held responsible for identifying any or all such patent rights.
IEC 62974-1 has been prepared by IEC technical committee 85: Measuring equipment for
electrical and electromagnetic quantities. It is an International Standard.
This second edition cancels and replaces the first edition published in 2017. This edition
constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous
edition:
a) the performance criteria have been reviewed;
b) EMC and safety requirements have been improved;
c) mechanical requirements have been clarified and amended.
IEC 62974-1:2024 © IEC 2024 – 5 –
The text of this International Standard is based on the following documents:
Draft Report on voting
85/920/FDIS 85/929/RVD
Full information on the voting for its approval can be found in the report on voting indicated in
the above table.
The language used for the development of this International Standard is English.
A list of all parts in the IEC 62974 series, published under the general title Monitoring and
measuring systems used for data collection, aggregation and analysis, can be found on the IEC
website.
This document was drafted in accordance with ISO/IEC Directives, Part 2, and developed in
accordance with ISO/IEC Directives, Part 1 and ISO/IEC Directives, IEC Supplement, available
at www.iec.ch/members_experts/refdocs. The main document types developed by IEC are
described in greater detail at www.iec.ch/publications.
The committee has decided that the contents of this document will remain unchanged until the
stability date indicated on the IEC website under webstore.iec.ch in the data related to the
specific document. At this date, the document will be
• reconfirmed,
• withdrawn, or
• revised.
IMPORTANT – The "colour inside" logo on the cover page of this document 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 62974-1:2024 © IEC 2024
INTRODUCTION
The use of electrical energy needs to be optimised worldwide to increase the efficient use of
available energy sources, for enhanced competitiveness, and for reducing greenhouse gas
emissions and other related environmental impacts.
Efficient use of energy sources implies better energy management leading to a necessary
improvement of energy performance, particularly in terms of efficiency, use and consumption.
Aggregating energy data and ensuring its availability is key to providing an energy management
system for organizations.
Energy management systems described in documents such as ISO 50001, ISO 50002,
ISO 50006, refer to the measurement of energy as an important improvement of energy
performance.
ISO 50001:2018 includes a requirement to "implement an energy data collection plan […] and
its measurement and monitoring equipment" to enable the organization to demonstrate energy
performance improvement.
Figure 1 shows the link between the ISO 50001:2018 PDCA model and the continuous
improvement of this data collection.
In the context of energy management, the Plan-Do-Check-Act (PDCA) approach (see Figure 1)
can be outlined as follows:
– Plan: understand the context of the organization, establish an energy policy and an energy
management team, consider actions to address risks and opportunities, conduct an energy
review, identify significant energy uses (SEUs) and establish energy performance indicators
(EnPIs), energy baseline(s) (EnBs), objectives and energy targets, and action plans
necessary to deliver results that will improve energy performance in accordance with the
organization's energy policy.
– Do: implement the action plans, operational and maintenance controls, and communication,
ensure competence and consider energy performance in design and procurement.
– Check: monitor, measure, analyse, evaluate, audit and conduct management review(s) of
energy performance and the EnMS.
– Act: take actions to address nonconformities and continually improve energy performance
and the EnMS.
IEC 62974-1:2024 © IEC 2024 – 7 –
[SOURCE: ISO 50001:2018, reproduced with the permission of the authors]
Figure 1 – Plan-Do-Check-Act Cycle
IEC 60364-8-1 provides electrical installation rules for overall energy efficiency functional
aspects. It defines requirements, measures and recommendations for the design, erection,
operation and verification of all types of low voltage electrical installation including local
production and storage of energy for optimizing the overall efficient use of electricity. In
particular, it provides recommendations and requirements for the implantation of measurement
and data logging devices in low voltage electrical installations, as defined in IEC 62974-1, to
improve electrical energy efficiency (EEE) and make energy demand forecasts.
What is not known cannot be changed, and what is not measured is not known. Consequently,
there is an increasing need to measure energy within the installations to:
• identify energy saving opportunities; or
• monitor energy performance indicators; or
• educate users.
The measurement data can be gathered manually by employees or automatically by dedicated
devices.
Manual data collection can be a restrictive and complicated process to implement. In such a
case, measurements would need to be collected by employees at a defined frequency, with a
provision for risks of absences being made (vacation, sick leave, etc.), provided the
measurements are relevant (number of measurement points to collect) and provided
measurements can be relatively coherent (time synchronicity).
This is why data collection should be performed on a fixed schedule and the measurement data
relevant to assess the required performance. Commonly, to avoid manual data collection,
dedicated devices are used for collection, aggregation and sometimes analysis of measured
data. These devices are directly linked to the different measurement devices in the installation
to upload or download the energy data. Some typical architectures are given in Annex A.
– 8 – IEC 62974-1:2024 © IEC 2024
MONITORING AND MEASURING SYSTEMS USED
FOR DATA COLLECTION, AGGREGATION AND ANALYSIS –
Part 1: Device requirements
1 Scope
This part of IEC 62974 specifies product and performance requirements for devices that fall
under the heading of "monitoring and measuring systems used for data collection, aggregation
and analysis", for industrial, commercial, and similar use rated below or equal to 1 kV AC and
1,5 kV DC.
These devices are fixed and are intended to be used indoors as panel-mounted devices, or as
modular devices fixed on a DIN rail, or as housing devices fixed on a DIN rail, or as devices
fixed by other means inside a cabinet.
These devices are used to upload or download information (energy measured on loads, power
metering and monitoring data, temperature information, etc.), mainly for energy efficiency
purposes. These devices are known as energy servers (ESE), energy data loggers (EDL), data
gateways (DGW) and I/O data concentrators (IODC) and are grouped together under the family
name of Data Management Devices (DMD).
NOTE These systems are embedded or can be connected to a software application capable of consolidating data
and delivering automatic analysis. Automatic analysis can include calculation of energy baselines or energy
performance indicators as requested for the energy management system required by ISO 50001 or can be used
during energy audits as defined in ISO 50002, or can be used in electrical energy efficiency management systems
(EEMS) for monitoring an installation complying with IEC 60364-8-1 for the efficient use of electricity. These devices
can also be used for certification according to labels such as LEED, BREEAM, HQE, etc.
This document does not cover:
• devices used only in the consumer market (living quarters) or household;
• devices used in the smart metering infrastructure (e.g. smart meters);
• devices used in the smart grid infrastructure;
• devices used as IT servers in the information technology business;
• power metering and monitoring devices (PMD);
• I/O data concentrators already covered by a specific product standard;
• communication protocols and interoperability;
• power quality instruments (PQI);
• software used for the data collection and analysis of the power quality for the supply side.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies.
For undated references, the latest edition of the referenced document (including any
amendments) applies.
IEC 60068-2-1:2007, Environmental testing – Part 2-1: Tests – Test A: Cold
IEC 60068-2-2:2007, Environmental testing – Part 2-2: Tests – Test B: Dry heat
IEC 62974-1:2024 © IEC 2024 – 9 –
IEC 60068-2-6:2007, Environmental testing – Part 2-6: Tests – Test Fc: Vibration (sinusoidal)
IEC 60068-2-14:2009, Environmental testing – Part 2-14 – Tests – Test N: Change of
temperature
IEC 60068-2-27:2008, Environmental testing – Part 2-27: Tests – Test Ea and guidance: Shock
IEC 60068-2-78:2012, Environmental testing – Part 2-78 – Tests – Test Cab: Damp heat, steady
state
IEC 60529:1989, Degrees of protection provided by enclosures (IP Code)
IEC 60529:1989/AMD1:1999
IEC 60529:1989/AMD2:2013
IEC 61000-4-4:2012, Electromagnetic compatibility (EMC) – Part 4-4: Testing and
measurement techniques – Electrical fast transient/burst immunity test
IEC 61000-4-5:2014, Electromagnetic compatibility (EMC) – Part 4-5: Testing and
measurement techniques – Surge immunity test
IEC 61000-4-5:2014/AMD1:2017
IEC 61000-4-8:2009, Electromagnetic compatibility (EMC) – Part 4-8: Testing and
measurement techniques – Power frequency magnetic field immunity test
IEC 61000-4-11:2020, Electromagnetic compatibility (EMC) – Part 4-11: Testing and
measurement techniques – Voltage dips, short interruptions and voltage variations immunity
tests for equipment with input current up to 16 A per phase
IEC 61010-1:2010, Safety requirements for electrical equipment for measurement, control, and
laboratory use – Part 1: General requirements
IEC 61010-1:2010/AMD1:2016
IEC 61131-2:2017, Industrial-process measurement and control – Programmable controllers –
Part 2: Equipment requirements and tests
IEC 61326-1:2020, Electrical equipment for measurement, control and laboratory use – EMC
requirements – Part 1: General requirements
IEC 62052-11:2020, Electricity metering equipment – General requirements, tests and test
conditions – Part 11: Metering equipment
IEC 62262:2002, Degrees of protection provided by enclosures for electrical equipment against
external mechanical impacts (IK code)
IEC 62262:2002/AMD1:2021
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminology databases for use in standardization at the following
addresses:
• IEC Electropedia: available at https://www.electropedia.org/
• ISO Online browsing platform: available at https://www.iso.org/obp
– 10 – IEC 62974-1:2024 © IEC 2024
3.1 General definitions
3.1.1
energy data
quantities related to the management of energy measured in industrial, commercial and similar
plants, including energy consumption, relevant variables and electrical parameters
Note 1 to entry: Energy consumption refers to the various forms of energy (electricity, fossil fuels, steam, heat,
compressed air, etc.).
Note 2 to entry: Electrical parameters refer to power, voltage, current, power factor, THD, harmonics, etc., which
can also be monitored.
3.1.2
energy performance
measurable result(s) related to energy efficiency, energy use and energy consumption
Note 1 to entry: Energy performance can be measured against the organization's objectives, energy targets and
other energy performance requirements.
Note 2 to entry: Energy performance is one component of the performance of the energy management system.
[SOURCE: ISO 50001:2018, 3.4.3]
3.1.3
energy performance indicator
EnPI
measure or unit of energy performance, as defined by the organization
Note 1 to entry: EnPI(s) can be expressed by using a simple metric, ratio, or a model, depending on the nature of
the activities being measured.
Note 2 to entry: See ISO 50006 for additional information on EnPI(s).
[SOURCE: ISO 50001:2018: 3.4.4]
3.1.4
relevant variable
quantifiable factor that significantly impacts energy performance and routinely changes
Note 1 to entry: Significance criteria are determined by the organization.
EXAMPLE Weather conditions, operating conditions (indoor temperature, light level), working hours, production
output.
[SOURCE: ISO 50001:2018, 3.4.9]
3.1.5
energy baseline
EnB
quantitative reference(s) providing a basis for comparison of energy performance
Note 1 to entry: An energy baseline is based on data from a specified period of time and/or conditions, as defined
by the organization.
Note 2 to entry: One or more energy baselines are used for determination of energy performance improvement, as
a reference before and after, or with and without implementation of energy performance improvement actions.
Note 3 to entry: See ISO 50015 for additional information on measurement and verification of energy performance.
Note 4 to entry: See ISO 50006 for additional information on EnPIs and EnBs.
[SOURCE: ISO 50001:2018, 3.4.7]
IEC 62974-1:2024 © IEC 2024 – 11 –
3.1.6
energy efficiency
ratio or other quantitative relationship between an output of performance, service, goods,
commodities, or energy and an input of energy
EXAMPLE Conversion efficiency; energy required/energy consumed.
Note 1 to entry: Both input and output should be clearly specified in terms of quantity and quality and be
measurable.
[SOURCE: ISO 50001:2018, 3.5.3]
3.1.7
electrical energy efficiency
EEE
system approach for optimizing the efficiency of electricity usage
Note 1 to entry: Energy efficiency improvement measures take into account the following considerations:
– both the consumption (kWh) and the price of electricity;
– technology;
– environmental impact.
[SOURCE: IEC 60364-8-1:2019, 3.1.7]
3.1.8
electrical energy management system
EEMS
system monitoring, operating, controlling and managing energy resources and loads of the
installations
[SOURCE: IEC 60364-8-1:2019, 3.2.1]
3.1.9
data retention
capability to store data for a specified duration within a powered or unpowered device
3.1.10
data backup
capability to store a copy of data stored in a device for an unlimited duration
Note 1 to entry: The copied data is supposed to provide data in the event of a device failure leading to data loss.
3.1.11
human machine interface
HMI
equipment function designed to present information output to and accept information from the
operator, thus making the human operator an integral part of a process
3.2 Definitions related to devices
3.2.1
energy server
ESE
device used for the computation and retention of energy data, relevant variables, and
visualisation through a local display or remote access in electrical distribution systems of
industrial, commercial and similar plants
– 12 – IEC 62974-1:2024 © IEC 2024
3.2.2
energy data logger
EDL
device used for logging and exporting information to networks in electrical distribution systems
of industrial, commercial and similar plants
3.2.3
data gateway
DGW
device used for transmission of information between networks in electrical distribution systems
of industrial, commercial and similar plants
3.2.4
I/O data concentrator
IODC
device used for collection of digital and/or analogue energy data in electrical distribution
systems of industrial, commercial and similar plants
3.2.5
measuring device
device able to measure energy data
3.2.6
monitoring and measuring system
system used for metering, measuring, collecting, concentrating and analysing energy data
3.3 Definitions related to inputs and outputs
3.3.1
pulse
wave that departs from an initial level for a limited duration of time and ultimately returns to the
original level
[SOURCE: IEC 62052-11:2020, 3.2.4]
3.3.2
pulse input
pulse for receiving pulses related to an energy measurement (electricity, gas, water, etc.)
[SOURCE: IEC 62052-11:2020, 3.2.8, modified – "related to an energy measurement
(electricity, gas, water, etc.)" added.]
IEC 62974-1:2024 © IEC 2024 – 13 –
4 Normal environmental conditions
Devices are intended to be used in the normal environmental conditions listed in Table 1.
Table 1 – Normal environmental conditions
Environmental parameters Storage and transport Indoor operation
a, c
For K55 class: For K55 class:
Ambient temperature: limit range of operation
−25 °C to +70 °C −5 °C to +55 °C
e e
For K70 class : For K70 class :
−40 °C to + 70 °C −25 °C to +70 °C
e e
For Kx class : For Kx class :
Above +70 °C and/or Above +70 °C and/or
d d
under −40 °C under −25 °C
b b
Relative humidity: 24 h average
from 5 % to 95 % from 5 % to 95 %
Solar radiations Negligible Negligible
Wind-driven precipitation (snow, hail, etc.) Negligible Negligible
Air pollution by salt, smoke, corrosive/flammable gas, vapours Negligible Negligible
Altitude --- ≤ 2 000 m
a
See definition. Temperature may be lower on the front face of panel mounted instruments.
b
No condensation or ice is taken into consideration.
c
Limit temperatures are extreme temperatures. The device is not supposed to stay at limit T° during 100 % of
the time.
d
Limits are to be defined by the manufacturer according to the application.
e
Kx stands for extended conditions.
NOTE More severe environmental conditions can be needed for special applications.
5 Ratings
No requirements.
6 Requirements for design and construction
6.1 General
Devices shall comply with the requirements specified in this Clause 6.
6.2 General architecture of devices
Energy servers (ESE), energy data loggers (EDL), data gateways (DGW) and I/O data
concentrators (IODC) are usually composed of one or several functional blocks as defined in
Figure 2.
– 14 – IEC 62974-1:2024 © IEC 2024
Figure 2 – General architecture of devices
NOTE Downstream and upstream communication can be managed with the same port.
6.3 Product classification
Devices shall be classified according to the following criteria.
– Kind of device:
• IODC: I/O data concentrators;
• DGW: data gateways;
• EDL: energy data logger;
• ESE: energy servers.
– Temperature class:
• K55 class;
• K70 class.
– Device performance class:
• class 1: for devices intended to manage (collect, store, transmit) energy data within the
EMC environmental conditions described in 6.7;
• class 2: for devices intended to manage (collect, store, transmit) energy data within the
EMC environmental conditions described in 6.7, including additional EMC test
requirements.
Devices shall be named according to the classification of Table 2.
IEC 62974-1:2024 © IEC 2024 – 15 –
Table 2 – Devices classification
Kind of device Class For devices intended For devices intended For devices intended
to work up to K55 to work up to K70 to work up to Kx
climatic environment climatic environment climatic environment
a
Energy I/O EIOC, Class 1, K55 EIOC, Class 1, K70 EIOC, Class 1, Kx
Class 1
concentrators
Data gateways Class 1 DGW, Class 1, K55 DGW, Class 1, K70 DGW, Class 1, Kx
b
DGW, Class 2, K55 DGW, Class 2, K70 DGW, Class 2, Kx
Class 2
Energy data logger Class 1 EDL, Class 1, K55 EDL, Class 1, K70 EDL, Class 1, Kx
Class 2 EDL, Class 2, K55 EDL, Class 2, K70 EDL, Class 2, Kx
Energy servers Class 1 ESE, Class 1, K55 ESE, Class 1, K70 ESE, Class 1, Kx
Class 2 ESE, Class 2, K55 ESE, Class 2, K70 ESE, Class 2, Kx
a
Class 2 is not necessary for IODC.
b
Since data gateways are not managing "logged data" or "aggregated date", they are not subject to the "data
retention" requirement.
6.4 General data processing
ESEs, EDLs, DGWs and IODCs are part of a general data processing system.
NOTE See example shown in informative Annex B. Further information is provided in Annex A.
6.5 Requirements on minimum functions embedded in devices
6.5.1 General requirements
ESEs, EDLs, DGWs and IODCs shall embed the mandatory functions defined in Table 3.
Table 3 specifies "M" (mandatory) and "O" (optional) functions. The mandatory or optional
functions that are implemented in the device, shall comply with the requirements within the
relevant subclauses of 6.5.
– 16 – IEC 62974-1:2024 © IEC 2024
Table 3 – List of minimum functions embed
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