IEC 62828-1:2017

IEC 62828-1 ®
Edition 1.0 2017-11
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Reference conditions and procedures for testing industrial and process
measurement transmitters –
Part 1: General procedures for all types of transmitters

Conditions de référence et procédures pour l’essai des transmetteurs de mesure
industrielle et de processus –
Partie 1: Procédures générales pour tous les types de transmetteurs
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IEC 62828-1 ®
Edition 1.0 2017-11
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Reference conditions and procedures for testing industrial and process

measurement transmitters –
Part 1: General procedures for all types of transmitters

Conditions de référence et procédures pour l’essai des transmetteurs de

mesure industrielle et de processus –

Partie 1: Procédures générales pour tous les types de transmetteurs

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 17.020; 25.040.40 ISBN 978-2-8322-5018-1

– 2 – IEC 62828-1:2017 © IEC 2017
CONTENTS
FOREWORD . 6
INTRODUCTION . 8
1 Scope . 9
2 Normative references . 9
3 Terms, definitions and abbreviated terms . 11
3.1 Terms and definitions . 11
3.1.1 Terms related to accuracy . 11
3.1.2 Terms related to the uncertainty . 16
3.1.3 Terms regarding operation and practical installation . 17
3.1.4 Terms related to test procedures . 19
3.2 Abbreviated terms . 19
3.3 Reference to CDD . 19
4 General description of the PMT . 20
5 Reference test conditions . 20
5.1 General . 20
5.2 Standard reference test conditions . 21
5.2.1 General . 21
5.2.2 Environmental test conditions . 21
5.2.3 Power supply conditions . 21
5.2.4 Load conditions . 21
5.2.5 Mounting positions . 21
5.3 Reference test conditions for ambient and process quantities influencing
operation . 22
5.3.1 General . 22
5.3.2 Process conditions . 22
5.3.3 Environmental atmospheric conditions . 22
5.3.4 Mechanical vibration . 23
5.3.5 Shock, drop and topple . 24
5.3.6 Power supply . 24
5.3.7 Electromagnetic compatibility (EMC) . 24
5.4 Reference design criteria . 25
5.4.1 General . 25
5.4.2 Enclosure protection against solid, liquid (IP) and impact (IK) . 25
5.4.3 Enclosure protection against corrosive and erosive influences . 25
5.4.4 Electrical safety (insulation resistance, dielectric strength) . 25
5.4.5 Hazardous environment (for application in explosive atmosphere) . 25
5.4.6 Functional safety . 25
6 Test procedures . 25
6.1 General . 25
6.1.1 Overview . 25
6.1.2 Classification of the tests . 26
6.1.3 Preparation of the tests . 27
6.1.4 Preliminary assessment . 28
6.2 Type tests at standard reference test conditions . 35
6.2.1 General . 35
6.2.2 Accuracy and related factors . 35

6.2.3 Static behaviour . 41
6.2.4 Dynamic behaviour . 44
6.3 Type tests at operating reference test conditions . 49
6.3.1 General . 49
6.3.2 Ambient temperature effects . 49
6.3.3 Ambient relative humidity effects . 50
6.3.4 Vibration effects . 51
6.3.5 Shock, drop and topple . 53
6.3.6 Accelerated operational life test . 53
6.3.7 EMC tests . 53
6.3.8 Further test procedures . 54
6.3.9 Additional tests for digital transmitters . 54
6.4 Routine tests. 56
6.5 Acceptance, integration, periodic and maintenance tests . 56
6.5.1 General . 56
6.5.2 Periodical verification . 56
6.5.3 Periodical calibration . 56
7 Test report and technical documentation . 56
7.1 Test report . 56
7.2 Technical documentation . 57
7.3 Total probable error . 57
Annex A (informative) General description of a PMT . 58
A.1 General description of a PMT . 58
A.2 Sensor subsystem . 60
A.3 Data processing . 60
A.4 Output subsystem . 60
A.5 Human interface . 60
A.6 External system interface . 61
A.7 Power supply assembly . 61
Annex B (informative) Tests at the standard reference conditions . 62
Annex C (informative) Tests at ambient and process reference conditions for influence
quantities . 63
Annex D (informative) Function block testing . 64
D.1 General . 64
D.2 General qualitative checks . 64
D.3 Time-dependent function blocks . 64
D.4 Time-independent function blocks . 64
Annex E (informative) Measurement uncertainty . 65
E.1 Example of determination of the measurement uncertainty . 65
E.2 Single values influencing the uncertainty measurement . 65
E.3 Estimation of standard measurement uncertainty (u) . 65
E.4 Combined standard measurement uncertainty (u ) . 65
c
E.5 Expanded measurement uncertainty (U) . 65
Annex F (informative) Dependability testing method . 66
F.1 General . 66
F.2 Design analysis. 66
F.3 Reference conditions . 66
F.4 Fault injection test for internal PMT failures . 68

– 4 – IEC 62828-1:2017 © IEC 2017
F.5 Observations . 69
F.5.1 General . 69
F.5.2 Reporting and ranking of fault behaviour . 69
F.6 Human faults . 71
F.6.1 Mis-operation test . 71
F.6.2 Maintenance error test . 71
F.6.3 Expectations and reporting . 72
Annex G (informative) Throughput testing for digital PMT . 73
G.1 General . 73
G.2 PMT throughput in stand-alone conditions . 74
G.2.1 Reference conditions . 74
G.2.2 Test conditions . 74
G.2.3 Observations and measurements . 74
G.3 Throughput in a fieldbus configuration . 75
G.3.1 Reference conditions . 75
G.3.2 Test conditions . 75
G.3.3 Observations and measurements . 76
G.3.4 Precautions . 76
Annex H (informative) FAT, SAT and SIT . 77
H.1 General . 77
H.2 Factory acceptance tests FAT (accuracy measurement and others) . 77
H.3 Site acceptance tests SAT (visual inspection and calibration test). 77
H.4 Site integration tests SIT (additional test for communications) . 77
Annex I (informative) Technical documentation . 78
I.1 General . 78
I.2 Technical datasheet . 78
I.3 User manual . 81
I.4 Safety manual . 81
I.5 Commissioning, periodic and maintenance tests . 81
I.5.1 General . 81
I.5.2 Storage conditions . 81
I.5.3 Transportation conditions . 81
I.5.4 Mounting position . 81
I.5.5 Process connections . 82
I.5.6 Mechanical connections . 82
I.5.7 Output connections . 82
I.6 EC declaration of conformity . 82
I.7 Certificates for application in hazardous area . 82
I.8 Calibration certificates . 82
I.9 Spare parts list . 82
I.10 Marking . 82
Annex J (informative) Total Probable Error calculation . 83
Bibliography . 84

Figure 1 – Example of limit operation region in terms of output load resistance versus
supply voltage . 18
Figure 2 – Block diagram of a generic PMT . 20
Figure 3 – Error curves corresponding to the example of Table 17 . 39

Figure 4 – Example of responses to a step input with overshoot . 45
Figure 5 – Example of responses to a step input without overshoot . 46
Figure 6 – Example 1 of frequency response . 47
Figure 7 – Example 2 of frequency response . 48
Figure 8 – Example of diagram of the compensation options . 50
Figure 9 – Levels of device compatibility from IEC 61804-2 . 55
Figure A.1 – Schematic block diagram of an analogue industrial and process
measurement transmitter (example) . 58
Figure A.2 – Schematic block diagram of an intelligent industrial and process
measurement transmitter (example) . 59
Figure F.1 – Schematic block diagram of an intelligent industrial and process
measurement transmitter (example) . 67
Figure F.2 – Test tool for low impedance circuits and shared circuits . 68
Figure F.3 – Matrix for reporting fault behaviour . 70
Figure F.4 – Ranking of various types of failure modes . 71
Figure G.1 – PMT in stand-alone configuration . 73
Figure G.2 – Example of a PMT as a participant in a fieldbus installation . 74

Table 1 – Environmental test conditions . 21
Table 2 – Common ambient temperatures ranges . 23
Table 3 – Common ambient relative humidity ranges . 23
Table 4 – Vibration test levels . 24
Table 5 – Power supply ranges for voltage and frequency. 24
Table 6 – Example of number of measurement cycles and number and position of test
points. 27
Table 7 – Example of settings of span and lower range value adjustments for analogue
devices . 27
Table 8 – Checklist for assessing functionality . 29
Table 9 – Checklist for assessing configurability . 30
Table 10 – Checklist for assessing hardware configuration . 31
Table 11 – Checklist for assessing adjustment and tuning procedures . 31
Table 12 – Checklist for assessing operability . 32
Table 13 – Checklist for assessing dependability . 33
Table 14 – Checklist for assessing manufacturer’s support . 34
Table 15 – Example of functions listing for a temperature compensated single variable
PMT (differential pressure) . 34
Table 16 – Example of functions listing for a temperature compensated multi-variable
PMT (differential pressure plus pressure and temperature) . 35
Table 17 – Example table of PMT errors . 38
Table B.1 – Summary of the tests at the reference conditions . 62
Table C.1 – Summary of the tests for influence quantities at the operating conditions . 63
Table I.1 – Example of compilation of technical data for a generic PMT . 79

– 6 – IEC 62828-1:2017 © IEC 2017
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
REFERENCE CONDITIONS AND PROCEDURES FOR TESTING INDUSTRIAL
AND PROCESS MEASUREMENT TRANSMITTERS –

Part 1: General procedures for all types of transmitters

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
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5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity
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6) All users should ensure that they have the latest edition of this publication.
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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 62828-1 has been prepared by subcommittee 65B: Measurement
and control devices, of IEC technical committee 65: Industrial-process measurement, control
and automation.
The IEC 62828 series cancels and replaces the IEC 60770 series and proposes revisions for
the IEC 61298 series.
The text of this International Standard is based on the following documents:
FDIS Report on voting
65B/1100/FDIS 65B/1107/RVD
Full information on the voting for the approval of this International Standard can be found in
the report on voting indicated in the above table.

This document has been drafted in accordance with the ISO/IEC Directives, Part 2.
A list of all parts in the IEC 62828 series, published under the general title Reference
conditions and procedures for testing industrial and process measurement transmitters, can
be found on the IEC website.
The committee has decided that the contents of this document will remain unchanged until the
stability date indicated on the IEC website under "http://webstore.iec.ch" in the data related to
the specific document. At this date, the document 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.
– 8 – IEC 62828-1:2017 © IEC 2017
INTRODUCTION
Most of the current IEC standards on industrial and process measurement transmitters are
rather old and were developed having in mind devices based on analogue technologies.
Today’s digital industrial and process measurement transmitters are quite different from those
analogue transmitters: they include more functions and newer interfaces, both towards the
computing section (mostly digital electronic) and towards the measuring section (mostly
mechanical). Even if some standards dealing with digital process measurement transmitters
already exist, they are not sufficient, since some aspects of the performance are not covered
by appropriate test methods.
In addition, existing IEC test standards for industrial and process measurement transmitters
are spread over many documents, so that for manufacturers and users it is difficult,
impractical and time-consuming to identify and select all the standards to be applied to a
device measuring a specific process quantity (pressure, temperature, flow, level, etc.).
To help manufacturers and users, it was decided to review, complete and reorganize the
relevant IEC standards and to create a more suitable, effective and comprehensive standard
series that provides in a systematic way all the necessary specifications and tests required for
different industrial and process measurement transmitters.
To solve the issues mentioned above and to provide an added value for the stakeholders, the
new standard series on industrial and process measurement transmitters covers the following
main aspects:
• Applicable normative references
• Specific terms and definitions
• Typical configurations and architectures for the various types of industrial and process
measurement transmitters
• Hardware and software aspects
• Interfaces (to the process, to the operator, to the other measurement and control devices)
• Physical, mechanical and electrical requirements and relevant tests; clear definition of the
test categories: type tests, acceptance tests and routine tests
• Performance (its specification, tests and verification)
• Environmental protection, hazardous areas application, functional safety, etc.
• Structure of the technical documentation.
To cover in a systematic way all the topics to be addressed, the standard series is organized
in several parts. At the moment of the publication of this document, IEC 62828 consists of the
following parts:
• Part 1: General procedures for all types of transmitters
• Part 2: Specific procedures for pressure transmitters
• Part 3: Specific procedures for temperature transmitters
• Part 4: Specific procedures for level transmitters
• Part 5: Specific procedures for flow transmitters
In preparing the IEC 62828 series many test procedures were taken, with the necessary
improvements, from the IEC 61298 series. As the actual IEC 61298 series is applicable to all
process measurement and control devices, when the IEC 62828 series is completed the
IEC 61298 series will be revised to harmonise it with the IEC 62828 series, taking out from its
scope the industrial and process measurement transmitters. During the time when 61298
scope is being updated, the new series IEC 62828 takes precedence for industrial and
process measurement transmitters.
When the IEC 62828 series is published, the IEC 60770 series will be withdrawn.

REFERENCE CONDITIONS AND PROCEDURES FOR TESTING INDUSTRIAL
AND PROCESS MEASUREMENT TRANSMITTERS –

Part 1: General procedures for all types of transmitters

1 Scope
This Part of IEC 62828 establishes a general framework for defining reference conditions and
test procedures applicable to all types of industrial and process measurement transmitters
(PMTs) used in measuring and control systems for industrial process and machinery. These
reference test conditions are divided into “standard reference conditions”, which apply when
determining the accuracy of measurement, and “ambient and process reference conditions”,
which are used to assess the influence of external quantities on the measurement.
For the purpose of this document, an analogue PMT is a process measurement transmitter
with an analogue current or voltage output, irrespective of the technology adopted and the
complexity of the circuitry. All the other process measurement transmitters, with digital output ®
only or with hybrid analogue and digital output (e.g. HART ), are considered to be digital
PMTs.
For general test procedures, reference is made to IEC 62828-1, which is applicable to all
types of industrial and process measurement transmitters.
Additional specific test procedures for given types of PMTs (pressure, temperature, level,
flow) are covered by other parts of this series.
NOTE 1 In industrial and process applications, to indicate the process measurement transmitters it is common
also to use the terms “industrial transmitters”, or “process transmitters”.
NOTE 2 For better clarity, when the complete definition “industrial and process measurement transmitter” makes
the sentence too long in this document, the short term “transmitter” is used instead.
Proximity devices with analogue output are excluded from the scope of this document.
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, Environmental testing – Part 2-1: Tests – Test A: Cold
IEC 60068-2-2, Environmental testing – Part 2-2: Tests – Test B: Dry heat
IEC 60068-2-6, Environmental testing – Part 2-6: Tests – Test Fc: Vibration (sinusoidal)
IEC 60068-2-27, Environmental testing – Part 2-27: Tests – Test Ea and guidance: Shock
IEC 60068-2-31, Environmental testing – Part 2-31: Tests – Test Ec: Rough handling shocks,
primarily for equipment-type specimens
IEC 60068-2-78, Environmental testing – Part 2-78: Tests – Test Cab: Damp heat, steady
state
– 10 – IEC 62828-1:2017 © IEC 2017
IEC 60079-10 (all parts): Explosive atmospheres – Part 10: Classification of areas
IEC 60529:1989, Degrees of protection provided by enclosures (IP Code)
IEC 60529:1989/AMD1:1999
IEC 60529:1989/AMD2:2013
IEC 60654-1:1993, Industrial-process measurement and control equipment – Operating
conditions – Part 1: Climatic conditions
IEC 60654-3:1983, Operating conditions for industrial-process measurement and control
equipment – Part 3: Mechanical influences
IEC 60654-4:1987, Operating conditions for industrial-process measurement and control
equipment – Part 4: Corrosive and erosive influences
IEC 60721-3-1, Classification of environmental conditions – Part 3: Classification of groups of
environmental parameters and their severities – Section 1: Storage
IEC 60721-3-2, Classification of environmental conditions – Part 3: Classification of groups of
environmental parameters and their severities – Section 2: Transportation
IEC 61010-1:2010, Safety requirements for electrical equipment for measurement, control,
and laboratory use – Part 1: General requirements
IEC 61158 (all parts), Industrial communication networks – Fieldbus specifications
IEC 61298-1:2008, Process measurement and control devices – General methods and
procedures for evaluating performance – Part 1: General considerations
IEC 61298-4:2008, Process measurement and control devices – General methods and
procedures for evaluating performance – Part 4: Evaluation report content
IEC 61499 (all parts), Function blocks
IEC 61508 (all parts), Functional safety of electrical/electronic/programmable electronic
safety-related systems
IEC 61511 (all parts), Functional safety – Safety instrumented systems for the process
industry sector
IEC 61784-1, Industrial communication networks – Profiles – Part 1: Fieldbus profiles
IEC 61784-2, Industrial communication networks – Profiles – Part 2: Additional fieldbus
profiles for real-time networks based on ISO/IEC 8802-3
IEC 61784-5 (all parts), Industrial communication networks – Profiles – Part 5: Installation of
fieldbuses
IEC 61804-2, Function blocks (FB) for process control – Part 2: Specification of FB concept
IEC 61918, Industrial communication networks – Installation of communication networks in
industrial premises
IEC 61987-11:2016, Industrial-process measurement and control – Data structures and
elements in process equipment catalogues – Part 11: List of properties (LOPs) of measuring
equipment for electronic data exchange – Generic structures

IEC 62061:2005, Safety of machinery – Functional safety of safety-related electrical,
electronic and programmable electronic control systems
IEC 62262:2002, Degrees of protection provided by enclosures for electrical equipment
against external mechanical impacts (IK Code)
IEC 62381:2012, Automation systems in the process industry – Factory acceptance test
(FAT), site acceptance test (SAT) and site integration test (SIT)
ISO/IEC Guide 98-3:2008, Uncertainty of measurement – Part 3: Guide to the expression of
uncertainty in measurement (GUM:1995)
ISO/IEC Guide 99:2007, International vocabulary of metrology – Basic and general concepts
and associated terms (VIM:2007)
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following
addresses:
• IEC Electropedia: available at http://www.electropedia.org/
• ISO Online browsing platform: available at http://www.iso.org/obp
3.1.1 Terms related to accuracy
3.1.1.1
accuracy (of a measuring instrument)
quality which characterizes the ability of a measuring instrument to provide an indicated value
close to a true value of the measurand
Note 1 to entry: This term is used in the "true value" approach.
Note 2 to entry: Accuracy is all the better when the indicated value is closer to the corresponding true value.
[SOURCE: IEC 60050-311:2001, 311-06-08]
3.1.1.2
conformity
ability of a measuring instrument to provide an indication having a specified characteristic
curve which can be linear, logarithmic, parabolic, etc.
3.1.1.3
dead band (dead zone)
finite range of values within which a variation of the input variable does not produce any
measurable change in the output variable
Note 1 to entry: When this type of characteristic is intentional, it is sometimes called neutral zone.
Note 2 to entry: This entry was numbered 351-24-14 in IEC 60050-351:2006.
Note 3 to entry: This value is usually insignificant for the actual instruments.
[SOURCE: IEC 60050-351:2013, 351-45-15, modified: Note 3 added]

– 12 – IEC 62828-1:2017 © IEC 2017
3.1.1
...