EN 61850-4:2002

SLOVENSKI STANDARD
01-maj-2004
Communication networks and systems in substations - Part 4: System and project
management (IEC 61850-4:2002)
Communication networks and systems in substations -- Part 4: System and project
management
Kommunikationsnetze und -systeme in Stationen -- Teil 4: System- und
Projektverwaltung
Réseaux et systèmes de communication dans les postes -- Partie 4: Gestion du système
et gestion de projet
Ta slovenski standard je istoveten z: EN 61850-4:2002
ICS:
29.240.30 Krmilna oprema za Control equipment for electric
elektroenergetske sisteme power systems
33.200 Daljinsko krmiljenje, daljinske Telecontrol. Telemetering
meritve (telemetrija)
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EUROPEAN STANDARD EN 61850-4
NORME EUROPÉENNE
EUROPÄISCHE NORM March 2002
ICS 33.200
English version
Communication networks and systems in substations
Part 4: System and project management
(IEC 61850-4:2002)
Réseaux et systèmes de communication Kommunikationsnetze und -systeme
dans les postes in Stationen
Partie 4: Gestion du système Teil 4: System- und Projektverwaltung
et gestion de projet (IEC 61850-4:2002)
(CEI 61850-4:2002)
This European Standard was approved by CENELEC on 2002-03-01. 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 Central Secretariat 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 Central Secretariat has the same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Czech Republic,
Denmark, Finland, France, Germany, Greece, Iceland, Ireland, Italy, Luxembourg, Malta, Netherlands,
Norway, Portugal, Spain, Sweden, Switzerland and United Kingdom.
CENELEC
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
Central Secretariat: rue de Stassart 35, B - 1050 Brussels
© 2002 CENELEC - All rights of exploitation in any form and by any means reserved worldwide for CENELEC members.
Ref. No. EN 61850-4:2002 E
Foreword
The text of document 57/558/FDIS, future edition 1 of IEC 61850-4, prepared by IEC TC 57, Power
system control and associated communications, was submitted to the IEC-CENELEC parallel vote and
was approved by CENELEC as EN 61850-4 on 2002-03-01.
The following dates were fixed:
– latest date by which the EN has to be implemented
at national level by publication of an identical
national standard or by endorsement (dop) 2002-12-01
– latest date by which the national standards conflicting
with the EN have to be withdrawn (dow) 2005-03-01
Annexes designated "normative" are part of the body of the standard.
Annexes designated "informative" are given for information only.
In this standard, annex ZA is normative and annexes A and B are informative.
Annex ZA has been added by CENELEC.
__________
Endorsement notice
The text of the International Standard IEC 61850-4:2002 was approved by CENELEC as a European
Standard without any modification.
__________
- 3 - EN 61850-4:2002
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications
This European Standard incorporates by dated or undated reference, provisions from other
publications. These normative references are cited at the appropriate places in the text and the
publications are listed hereafter. For dated references, subsequent amendments to or revisions of any
of these publications apply to this European Standard only when incorporated in it by amendment or
revision. For undated references the latest edition of the publication referred to applies (including
amendments).
NOTE When an international publication has been modified by common modifications, indicated by (mod), the relevant
EN/HD applies.
Publication Year Title EN/HD Year
IEC 60848 1988 Preparation of function charts for control--
systems (Corrigendum 1990)
IEC 61082 Series Preparation of documents used in EN 61082 Series
electrotechnology
IEC 61175 1993 Designations for signals and EN 61175 1993
connections
IEC 61346 Series Industrial systems, installations and EN 61346 Series
equipment and industrial products -
Structuring principles and reference
designations
ISO 9001 1994 Quality systems - Model for quality EN ISO 9001 1994
assurance in design/ development,
production, installation and servicing

NORME CEI
INTERNATIONALE IEC
61850-4
INTERNATIONAL
Première édition
STANDARD
First edition
2002-01
Réseaux et systèmes de communication
dans les postes –
Partie 4:
Gestion du système et gestion de projet
Communication networks and systems
in substations –
Part 4:
System and project management
 IEC 2002 Droits de reproduction réservés  Copyright - all rights reserved
Aucune partie de cette publication ne peut être reproduite ni No part of this publication may be reproduced or utilized in
utilisée sous quelque forme que ce soit et par aucun procédé, any form or by any means, electronic or mechanical,
électronique ou mécanique, y compris la photocopie et les including photocopying and microfilm, without permission in
microfilms, sans l'accord écrit de l'éditeur. writing from the publisher.
International Electrotechnical Commission 3, rue de Varembé Geneva, Switzerland
Telefax: +41 22 919 0300 e-mail: inmail@iec.ch IEC web site http://www.iec.ch
CODE PRIX
Commission Electrotechnique Internationale
U
PRICE CODE
International Electrotechnical Commission
Pour prix, voir catalogue en vigueur
For price, see current catalogue

61850-4  IEC:2002 – 3 –
CONTENTS
FOREWORD.5
1 Scope and object .9
2 Normative references.9
3 Definitions .11
4 Abbreviations.17
5 Engineering requirements .17
5.1 Introduction .17
5.2 Categories and types of parameters.19
5.3 Engineering tools.25
5.4 Flexibility and expandability .29
5.5 Scalability.31
5.6 Automatic project documentation .33
5.7 Standard documentation .39
5.8 System integrator's support .39
6 System life cycle.39
6.1 Requirements of product versions.39
6.2 Announcement of product discontinuation .43
6.3 Support after discontinuation .43
7 Quality assurance .45
7.1 Division of responsibility .45
7.2 Test equipment.49
7.3 Classification of quality tests.51
Annex A (informative) Announcement of discontinuation (example).57
Annex B (informative) Delivery obligations after discontinuation (example).59
Figure 1 – Structure of the SAS and its environment.17
Figure 2 – Structure of SAS and IED parameters .21
Figure 3 – Engineering tasks and their relationship.25
Figure 4 – Parameterization process .27
Figure 5 – Project related documentation of SAS.33
Figure 6 – Two meanings of the SAS life cycle .41
Figure 7 – Stages of quality assurance – Responsibility of manufacturer
and system integrator.45
Figure 8 – Contents of system test .51
Figure 9 – Contents of type test.53
Figure 10 – Contents of routine test.53
Figure 11 – Testing stages for site acceptance test .55
Figure A.1 – Announcement conditions.57
Figure B.1 – Periods for delivery obligations .59

61850-4  IEC:2002 – 5 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
COMMUNICATION NETWORKS AND SYSTEMS
IN SUBSTATIONS –
Part 4: System and project management
FOREWORD
1) The IEC (International Electrotechnical Commission) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of the 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, the IEC publishes International Standards. 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. The 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 the 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 National Committees.
3) The documents produced have the form of recommendations for international use and are published in the form
of standards, technical specifications, technical reports or guides and they are accepted by the National
Committees in that sense.
4) In order to promote international unification, IEC National Committees undertake to apply IEC International
Standards transparently to the maximum extent possible in their national and regional standards. Any
divergence between the IEC Standard and the corresponding national or regional standard shall be clearly
indicated in the latter.
5) The IEC provides no marking procedure to indicate its approval and cannot be rendered responsible for any
equipment declared to be in conformity with one of its standards.
6) Attention is drawn to the possibility that some of the elements of this International Standard may be the subject
of patent rights. The IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 61850-4 has been prepared by IEC technical committee 57: Power
system control and associated communications
The text of this standard is based on the following documents:
FDIS Report on voting
57/558/FDIS 57/573/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 3.
Annexes A and B are for information only.
IEC 61850 consists of the following parts, under the general title: Communication networks and
systems in substations:
Part 1: Introduction and overview
___________
Under consideration.
61850-4  IEC:2002 – 7 –
Part 2: Glossary
Part 3: General requirements
Part 4: System and project management
Part 5: Communication requirements for functions and device models
Part 6: Substation automation system configuration description language
Part 7-1: Basic communication structure for substation and feeder equipment – Principles and
models
Part 7-2: Basic communication structure for substation and feeder equipment – Abstract
communication service interface (ACSI)
Part 7-3: Basic communication structure for substation and feeder equipment – Common data
classes
Part 7-4: Basic communication structure for substation and feeder equipment – Compatible
logical node classes and data classes
Part 8-1: Specific communication service mapping (SCSM) – Mapping to MMS (ISO/IEC 9506
Part 1 and Part 2)
Part 9-1: Specific communication service mapping (SCSM) – Serial unidirectional multidrop
point to point link
Part 9-2: Specific communication service mapping (SCSM) – Mapping on a IEEE 802.3 based
process bus
Part 10: Conformance testing
The committee has decided that the contents of this publication will remain unchanged until
2004. At this date, the publication will be
• reconfirmed;
• withdrawn;
• replaced by a revised edition, or
• amended.
___________
Under consideration.
61850-4  IEC:2002 – 9 –
COMMUNICATION NETWORKS AND SYSTEMS
IN SUBSTATIONS –
Part 4: System and project management
1 Scope and object
This part of IEC 61850 applies to substation automation systems (SAS). It defines the com-
munication between intelligent electronic devices (IEDs) in the substation and the related
system requirements.
The specifications of this part pertain to the system and project management with respect to:
– the engineering process and its supporting tools;
– the life cycle of the overall system and its IEDs;
– the quality assurance beginning with the development stage and ending with discon-
tinuation and decommissioning of the SAS and its IEDs.
The requirements of the system and project management process and of special supporting
tools for engineering and testing are described.
2 Normative references
The following normative documents contain provisions which, through reference in this text,
constitute provisions of this part of IEC 61850. For dated references, subsequent amendments
to, or revisions of, any of these publications do not apply. However, parties to agreements
based on this part of IEC 61850 are encouraged to investigate the possibility of applying the
most recent editions of the normative documents indicated below. For undated references, the
latest edition of the normative document referred to applies. Members of IEC and ISO maintain
registers of currently valid International Standards.
IEC 60848:1988, Preparation of function charts for control systems
IEC 61082 (all parts), Preparation of documents used in the electrotechnology
IEC 61175:1993, Designations for signals and connections
IEC 61346 (all parts), Industrial systems, installations and equipment and industrial products –
Structuring principles and reference designations
ISO 9001:1994, Quality systems – Model for quality assurance in design, development,
production, installation and servicing

61850-4  IEC:2002 – 11 –
3 Definitions
For the purpose of this part of IEC 61850, the following definitions apply:
3.1
supporting tools
those that support the user in the engineering, the operation and the management of the SAS
and its IEDs. The following tasks can be implemented:
– engineering;
– project management;
– parameter change(s);
– diagnostics;
– testing;
– documentation;
– other services.
NOTE  The tools are usually part of the SAS.
3.1.1
engineering tools
those tools that support the creation and documentation of the conditions for adapting an SAS
to the specific substation and customer requirements. They are divided into project manage-
ment, parameterization and documentation tools.
3.2
expandability
the criteria for the efficient extension of an SAS (hardware and functional) by use of the
engineering tools
3.3
flexibility
the criteria for the fast and efficient implementation of functional changes including hardware
3.4
scalability
the criteria for a cost effective SAS while recognizing various functionalities, various IEDs,
substation sizes and substation voltage ranges
3.5
parameters
variables which define the behaviour of functions of the SAS and its IEDs within a given range
of values
3.5.1
system parameters
data which define the interaction of IEDs in the SAS. They are especially important in the:
– configuration of the SAS;
– communication between IEDs;
– marshalling of data between IEDs;
– processing and visualization of data from other IEDs (for example, at the station level)

61850-4  IEC:2002 – 13 –
3.6
IED-parameter set
all parameter values needed for the definition of the behaviour of the IED and its adaptation to
the substation conditions. Where the IED has to operate autonomously, the parameter-set can
be generated without system parameters using an IED-specific parameterization tool. Where
the IED is a part of the SAS the parameter set may include system parameters, which should
be coordinated by a general parameterization tool at the SAS level
3.7
SAS-parameter set
all parameter values needed for the definition of the behaviour of the overall SAS and its
adaptation to the substation conditions. The parameter set includes the IED-parameter sets of
all participating IEDs
3.8
remote terminal unit (RTU)
typically used as an outstation in a Supervisory Control and Data Acquisition (SCADA) system.
An RTU may act as an interface between the communication network and the substation
equipment. The function of an RTU may reside in one IED or may be distributed
3.9
SAS product family
different IEDs of one manufacturer with various functionalities and with the ability to perform
substation automation systems. The IEDs of a product family are unified in relation to the
design, the operational handling, the mounting and wiring conditions and they use common or
coordinated supporting tools
3.10
SAS installation
the concrete instance of a substation automation system consisting of multiple interoperable
IEDs of one or more manufacturers
3.11
configuration list
an overview of all compatible hardware and software versions of components and IEDs
including the software versions of relevant supporting tools operating together in an SAS-
product family. Additionally, the configuration list contains the supported transmission protocols
for communication with IEDs of other manufacturers
3.12
manufacturer
the producer of IEDs and/or supporting tools. A manufacturer may be able to deliver an SAS
solely by use of his own IEDs and supporting tools (SAS product family)
3.13
system integrator
a turnkey deliverer of SAS installations. The responsibility of system integration includes the
engineering, the delivery and mounting of all participating IEDs, the factory and site acceptance
tests and the trial operation. The quality assurance, the maintenance and spare delivery
obligations and the warranty shall be agreed in the contract between the system integrator and
the customer
61850-4  IEC:2002 – 15 –
3.14
system life cycle
the term has two specific meanings:
a) for the manufacturer, the time period between the start of the production of a newly
developed SAS product family and the discontinuation of support for the relevant IEDs;
b) for the customer, the time period between the commissioning of the SAS-installation mainly
based on a SAS product family and the decommissioning of the latest SAS-installation from
the same family
3.15
test equipment
all tools and instruments which simulate and verify the input/outputs of the operating
environment of the SAS such as switchgear, transformers, network control centres or con-
nected telecommunication units on the one side, and the communication channels between the
IEDs of the SAS on the other
3.16
conformance test
the check of data flow on communication channels in accordance with the standard conditions
concerning access organization, formats and bit sequences, time synchronization, timing,
signal form and level, reaction to errors. The conformance test can be carried out and certified
for the standard or specially described parts of the standard. The conformance test should be
carried out by an ISO 9001 certified organization or system integrator
3.17
system test
the check of correct behaviour of the IEDs and of the overall SAS under various application
conditions. The system test marks the final stage of the development of IEDs as part of a SAS
product family
3.18
type test
the verification of correct behaviour of the IEDs of the SAS by use of the system tested
software under the environmental test conditions corresponding with the technical data.
This marks the final stage of the hardware development and is the precondition for the start of
the production. This test must be carried out with IEDs that have been manufactured through
the normal production cycle
3.19
factory acceptance test (FAT)
customer agreed functional tests of the specifically manufactured SAS-installation or its parts,
using the parameter set for the planned application. This test should be carried out in the
factory of the system integrator by the use of process simulating test equipment
3.20
site acceptance test (SAT)
the verification of each data and control point and the correct functionality inside the SAS and
between the SAS and its operating environment at the whole installed plant by use of the final
parameter set. The SAT is a precondition for the SAS being put into operation

61850-4  IEC:2002 – 17 –
4 Abbreviations
ASDU - Application Service Data Unit
CD ROM - Compact Disc Read Only Memory
CAD - Computer Aided Design
CT - Current Transformer
FAT - Factory Acceptance Test
HMI - Human Machine Interface
IED - Intelligent Electronic Device
PE - Process Environment
RTU - Remote Terminal Unit
SAS - Substation Automation System
SAT - Site Acceptance Test
SCADA - Supervisory Control and Data Acquisition
TE - Telecommunication Environment
VT - Voltage Transformer
5 Engineering requirements
5.1 Introduction
The engineering includes:
– the definition of the necessary hardware configuration of the SAS: i.e. the definition of the
IEDs and their interfaces with one another and to the environment as shown in figure 1;
– the adaptation of functionality and signal quantities to the specific operational requirements
by use of parameters;
– the documentation of all specific definitions (i.e. parameter set, terminal connections, etc.).
Network control centre(s)
Human
telecommunication
IED
i
IED IED
2 j
IED IED
1 Communi- k
cation
IED IED
y m
Sublevel
IED IED
x n
telecommunication
Primary equipment
and auxiliaries
Teleprotection
SAS
SAS-environment
IEC  104/02
Figure 1 – Structure of the SAS and its environment

61850-4  IEC:2002 – 19 –
As shown in figure 1, the SAS consists of different IEDs which communicate with each other
via communication channels and which execute tasks concerning interactions with the environ-
ment of the SAS, such as:
– telecommunication environment (TE);
• network control centre(s);
• subordinate systems;
• teleprotection.
NOTE Teleprotection is outside the scope of the IEC 61850 series.
– the human as a local operator.
– process environment (PE) like switchgear, transformer, auxiliaries.
Typical IEDs may be:
– for the telecommunication environment:
• gateways;
• converters;
• RTUs (telecommunication side);
• protection relays (teleprotection side).
– for the human machine interface (HMI):
• gateways;
• personal computers;
• workstations;
• IEDs with integrated HMIs.
– for the process environment (PE):
• bay control units;
• protection relays;
• RTUs (process side);
• meters;
• autonomous controllers (i.e. voltage controllers);
• transducers;
• digital VTs and CTs.
5.2 Categories and types of parameters
5.2.1 Classification
Parameters are data, which control and support the operation of:
– hardware configuration (composition of IEDs);
– software of IEDs;
– process environment (primary equipment and auxiliaries);
– HMI with different supporting tools; and
– telecommunication environment
in a substation automation system (SAS) and its IEDs in such a way that the operations of the
substation and customer specific requirements are fulfilled.

61850-4  IEC:2002 – 21 –
The total set of parameters of an SAS is termed the SAS-parameter set. It consists of the used
parts of the parameter sets of all participating IEDs.
With respect to handling methods and input procedure, the parameters are divided into two
categories:
– configuration parameters;
– operating parameters.
With respect to origin and function, the parameters are divided into types:
– system parameters;
– process parameters;
– functional parameters.
In figure 2, the overview of the parameter structure is given.
SAS - parameter set
IEDn - parameter set
IED - parameter set
Configuration parameters Operating parameters
Functional parameters
System parameters Process parameters
Switchable parameters
Non-switchable parameters
IEC  105/02
Figure 2 – Structure of SAS and IED parameters
The categories and types of parameters in figure 2 are described below.
5.2.2 Parameter categories
5.2.2.1 Configuration parameters
The configuration parameters define the global behaviour of the whole SAS and its IEDs. As a
rule, they are only assigned a value during the initial parameterization, but they should be
updated when extending or functionally changing the SAS.
The generation and modification of the configuration parameters should be carried out off-line,
i.e. separately from the operation of the SAS. During the input of configuration parameters, a
temporary restriction of the SAS operation is allowed.
The configuration parameters usually include system and process parameters.

61850-4  IEC:2002 – 23 –
5.2.2.2 Operating parameters
The operating parameters define the behaviour of partial functions of the SAS. They shall be
changeable on-line during the normal operation of the SAS. The modification is allowed without
restricting the SAS operation and within a framework of ranges of parameter values. Protection
functions, as far as combined in IEDs with other functions, shall not be influenced during the
parameterization of these functions.
The range and the basic settings of these parameters are determined at the initial
parameterization or at a modification stage, separate from the operation of the SAS. The
operating parameters can be put into the on-line SAS via:
– telecommunication interface;
–HMI;
– integrated service interface of the IEDs.
The operating parameters usually include process and functional parameters, for example limit
values, target values, command output times, delay times in switching sequences, etc.
5.2.3 Parameter types
5.2.3.1 System parameters
System parameters determine the co-operation of IEDs including the internal structures and
procedures of an SAS in relation to its technological limits and available components.
For example, the system parameters determine the configuration of hardware components in
the SAS (boards, IEDs), the communication procedure between the IEDs (protocol, baud rate)
and the scope of required and available functions in the software of IEDs at the station level.
Additionally, the system parameters describe relations between data from different IEDs, for
example interlocking at the station level, visualization of information in the substation single
line diagram and others.
Furthermore, the system parameters include the assignment of texts to events at the station
level and the determination of data-flows in the SAS, for example to
– HMI (display, event report);
– printer;
–archive;
– telecommunication with network control centre or further substations on a sublevel.
System parameter values should be consistent in all parts of the SAS and its IEDs. The
consistency of the system parameter values should be validated by a general parameterisation
tool at the SAS level.
5.2.3.2 Process parameters
Process parameters describe all types of information that is exchanged between the PE and
the SAS.
61850-4  IEC:2002 – 25 –
For example, process parameters define different relationships such as double point event,
double command or the relation of an event input to a command output. The process
parameters are also responsible for qualitative features such as command output times,
suppression of transient events (filter time), measured value damping (threshold value), etc.
Furthermore, the process parameters include the assignment of texts to events for visualization
at the IED-level.
5.2.3.3 Functional parameters
Functional parameters describe the qualitative and quantitative features of functionality used by
the customer. Normally, the functional parameters are changeable on-line.
For example, the functional parameters determine the target values of controllers, the starting
and tripping conditions of protection relays, automatic sequences such as operations after
measurement overflow or commands in relation to specific events. The functional parameters
are responsible for interlocking functions at the IED-level and algorithms of automatic control,
protection and adjustment.
The functional parameters are divided into switchable and non-switchable parameter value
groups.
A group of functional parameter values can be resident in an IED in parallel with other groups
of functional parameter values. In this case, only one group of these functional parameter
values is active at a time. It must be possible to switch over between the groups on-line.
5.3 Engineering tools
5.3.1 Engineering process
The engineering process creates the conditions for adapting a SAS to the specific substation
and to operating philosophy of the customer. The engineering process is shown in figure 3:
Project design Documentation
Hardware
documentation
Check lists for
! process signals
Parameterization
Parameter
functionality
!
Source parameter set
documentation
Hardware configuration
Process data lists
Substation
automation
system
IEC  106/02
Figure 3 – Engineering tasks and their relationship
Project design is the definition of the technological concept to solve the required SAS tasks
including the choice of structure and IED configuration as well as the determination of
interfaces between the IEDs and the PE.

61850-4  IEC:2002 – 27 –
Parameterization is the generation of the parameter set for the SAS.
Documentation is the description of all project and parameterization agreements about the
features of the SAS and its link to the PE according to the required standards.
In practice, engineering tools are useful for efficient handling of these tasks. They may be
designed in accordance with the manufacturer’s philosophy.
5.3.2 Project design tool
The project design tool offers the choice of components with functional assignments in the
planning stage of an SAS project. As a rule, the project design tool is based on a database and
requires the input to select the required process signals and functions. It provides the
responses using, for example, check lists, which have to be agreed upon between system
integrator and customer. As a result, the SAS structure and configuration, including the
interfaces to the PE, will be defined.
5.3.3 Parameterization tool
The parameterization tool supports the creation of the consistent source parameter set for all
IEDs of a SAS. The parameterization tool can be divided into the general parameterization tool
for the management of the system parameters at the SAS-level and IED-specific para-
meterization tools for the management of the autonomous IED-parameter sets.
The main tasks of the parameterization tool are the generation of process data lists based on
the source parameter set and the secure management of the process data lists for the SAS
and its IEDs. The tool must be capable of reading actual parameter values.
Additionally, the parameterization tool supports the management, archiving and documentation
of the source parameter set.
Essential components of the parameterization tool are shown in figure 4.
Customer`s task
Process data lists
for input into the SAS
Process parameters Parameterization tool
Functional parameters
Input module
Source parameter set
Operating parameters
for archive and
Data management
modification management
System integrator`s task
Output module
System requirements
System parameters Transfer to
documentation tool
IEC  107/02
Figure 4 – Parameterization process
The input module supports the interactive input of parameters. The structure should be
technically oriented towards the substation architecture, i.e. structured according to the
hierarchical approach to substation, voltage level, bay, equipment and information.

61850-4  IEC:2002 – 29 –
The repeated input of similar information should be avoided as much as possible by using copy
functions (for example, copy of switchbay, equipment, busbar sections, etc.).
The entry of a parameter should only be possible and necessary at one point. The assignment
of this parameter to other processes should be carried out automatically in order to guarantee
parameter consistency at all times.
The data management module checks the entered parameter values with respect to their
consistency and plausibility. Parameters with multiple use will be assigned to the respective
processes.
Furthermore, the data management module includes the system information management with
respect to the source parameter set. The system information contains a unique identification of
the parameter set, including
– substation identification;
– identifier for parameterization state (initialization or modification);
– operator;
– access permission;
– date;
– software releases of the IEDs and the parameterization tool.
The data management module generates the process data lists, which are the base for the
behaviour of the SAS in accordance with the substation and the customer requirements.
The output module is responsible for the transfer of process data lists to an archive (internal or
external) or for the direct input into the SAS and its IEDs. Additionally, it provides the service to
recall and view the source parameters stored in the archive. The output module must provide
the source parameters for the documentation tool.
5.3.4 Documentation tool
The documentation tool generates uniform, project specific, documentation in accordance with
the required standards (IEC 61175, IEC 60848, IEC 61346, IEC 61082). The documentation
consists of:
– hardware documentation for the representation of all external connections between the SAS
components and the PE which are defined in the project design process;
– parameter documentation for the representation of all internal qualitative and quantitative
relations, which are agreed in the parameterization process.
The documentation tool should be capable of creating a “delta list”, containing documentation
of all changes known to the tool itself.
5.4 Flexibility and expandability
Flexibility and expandability of the SAS requires the expandability of the hardware configuration
of the SAS.
The flexible extension of the hardware configuration with additional IEDs or with IEDs of
different functionality is the first requirement in order to meet flexibility and expandability of the
SAS.
The flexibility and the expandability also depends on the engineering tools, because the most
essential engineering tool with respect to the behaviour of the SAS is the parameterization tool,
which on the other hand directly depends on the SAS.

61850-4  IEC:2002 – 31 –
In this way, flexibility and expandability of the parameterization tool are significant for further
functional expansion of the SAS.
The parameterization tool shall be able to run on commercial hardware with a commercial
operating system.
The parameterization tool shall be able to support flexible and consistent modification of
existing parameter sets.
The parameterization tool shall provide open interfaces for data exchange with other para-
meterization tools, for example for dispatching centres and SASs from other manufactures.
The parameterization tool of a manufacturer shall be backwards compatible, i.e. it shall be
possible to parameterize all existing SAS of the same family supplied by the manufacturer
using the most recent parameterization tool.
5.5 Scalability
The parameterization tool should be able to be used for all applications of an SAS of one
product family. Generally, the SASs are designed in such a manner that they can cover the
whole range of applications by using a modular device system with respect to
– manufacturer task (transmission or distribution network) and voltage range (medium, high
or ultra high voltage) of the substation;
– completion level of the application (simple centralized telecontrol unit or integrated
substation control, monitoring and protection with distributed artificial intelligence);
– complexity of the functionality (from simple SCADA up to sophisticated automation tasks);
– telecommunication functions (simple telecommunication to one dispatching centre, node
functionality with different telecommunication protocols, master in the common mode with
integration of other substations).
The parameterization tool should permit scalability in such a way that the parameterization task
for different application levels can be carried out with a minimum of resources and costs. This
means that the completion level of the parameterization tool should be extendable step by step.
The lowest level, for example, requires only the input of parameters for a simple telecom-
munication unit and on the highest level all available options of the SAS must be managed.
Furthermore, the parameterization tool should support the engineering rationalization by using,
for example, macros and copy functions.

61850-4  IEC:2002 – 33 –
5.6 Automatic project documentation
The documentation of an SAS consists of two project specific components (see figure 5).
Hardware documentation Parameter documentation
Parameter documentation tool
CAD system
Configuration list
Circuit diagrams
Relation by
Signal list
Follow-up Parameter lists
Signal list
uniform identifiers
documentation
Graphical displays
– terminal
correction
– cable list
Function diagrams for
internal features
Function diagrams for
external equipment
IEC  108/02
Figure 5 – Project related documentation of SAS
The hardware documentation consists of:
– circuit diagrams for the link between the SAS components and for their connection
with the PE;
– signal lists;
– function diagrams for external schemes.
The parameter documentation consists of:
– the configuration list;
– signal lists;
– parameter lists;
– graphical representation of all displays and operation menu sequences;
– function diagrams for internal features.
The requirement of the engineering tools is that the documentation should be generated as:
a) hardware documentation with the help of the input values of the planning tool on a CAD (or
similar) system;
b) parameter documentation using the source parameter set from the parameterization tool.
The interfaces between hardware and parameter documentation are the signal lists, which
should have uniform and unique signal identifiers in both documents.
The generation of documentation, based on the inputs of the planning and parameterization
tool, should ensure the consistency between documentation on one hand and the project check
lists, the source parameter set and process data lists on the other hand.

61850-4  IEC:2002 – 35 –
5.6.1 Hardware documentation
The hardware documentation of the SAS should be carried out according to the same structure
as the documentation of the other substation equipment.
Concerning the identification and the structure of the hardware documentation the use of
international standards (for example, IEC 61175, IEC 61346) is recommended.
5.6.2 Parameter documentation
5.6.2.1 Configuration list
The configuration list and the single line diagram of the substation are the starting point for the
parameter documentation. The configuration list consists of:
– an overview of IEDs and components of the SAS with identification of the hardware and
software releases;
– identification of the software release of the parameterization tool;
– identification of the parameter set according to the requirements in 5.3.3.
The parameter documentation is carried out in different ways for the different parameter types.
5.6.2.2 System parameter documentation
The system parameters can be taken over as a chosen set from the manufacturer’s standard
documentation into the project specific documentation.
5.6.2.3 Process parameter documentation
The documentation of process parameters consists of the description of all signals at the
system border of the SAS, and details their further management and marshalling inside the
SAS. The following description documents are typically included in the process parameter
documentation set:
– signal lists are the base for the further process parameter lists. The signal lists give the
overview of all analogue and binary signals and their assignment to the inputs and outputs
of the IEDs of the SAS and to the specific parts of the documentation;
– telecontrol mapping lists determine the assignment of individual signals to the ASDU
addresses of th
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