IEC 63082-1:2025

IEC 63082-1 ®
Edition 1.0 2025-09
INTERNATIONAL
STANDARD
Intelligent device management -
Part 1: Concepts and terminology
ICS 25.040.40  ISBN 978-2-8327-0689-3

All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or
by any means, electronic or mechanical, including photocopying and microfilm, without permission in writing from either
IEC or IEC's member National Committee in the country of the requester. If you have any questions about IEC copyright
or have an enquiry about obtaining additional rights to this publication, please contact the address below or your local
IEC member National Committee for further information.

IEC Secretariat Tel.: +41 22 919 02 11
3, rue de Varembé info@iec.ch
CH-1211 Geneva 20 www.iec.ch
Switzerland
About the IEC
The International Electrotechnical Commission (IEC) is the leading global organization that prepares and publishes
International Standards for all electrical, electronic and related technologies.

About IEC publications
The technical content of IEC publications is kept under constant review by the IEC. Please make sure that you have the
latest edition, a corrigendum or an amendment might have been published.

IEC publications search - IEC Products & Services Portal - products.iec.ch
webstore.iec.ch/advsearchform Discover our powerful search engine and read freely all the
The advanced search enables to find IEC publications by a
publications previews, graphical symbols and the glossary.
variety of criteria (reference number, text, technical With a subscription you will always have access to up to date
committee, …). It also gives information on projects, content tailored to your needs.
replaced and withdrawn publications.

Electropedia - www.electropedia.org
IEC Just Published - webstore.iec.ch/justpublished The world's leading online dictionary on electrotechnology,
Stay up to date on all new IEC publications. Just Published containing more than 22 500 terminological entries in English
details all new publications released. Available online and and French, with equivalent terms in 25 additional languages.
once a month by email. Also known as the International Electrotechnical Vocabulary
(IEV) online.
IEC Customer Service Centre - webstore.iec.ch/csc
If you wish to give us your feedback on this publication or
need further assistance, please contact the Customer
Service Centre: sales@iec.ch.
CONTENTS
FOREWORD . 7
INTRODUCTION . 9
1 Scope . 10
2 Normative references . 10
3 Terms, definitions, and abbreviated terms . 10
3.1 Terms and definitions . 10
3.2 Abbreviated terms. 21
4 Foundational requirements for IDM . 21
4.1 Objective . 21
4.2 General . 22
4.3 Management functions . 22
4.4 Formal and informal work processes and procedures . 22
4.5 Management of change . 23
4.5.1 General. 23
4.5.2 Impact assessment . 23
4.5.3 Planning . 23
4.5.4 Training . 24
4.5.5 Documentation . 24
4.5.6 Retention of data and documents . 24
4.6 Risk management . 24
5 Risk management . 24
5.1 Objective . 24
5.2 General . 25
5.3 IDM program requirements . 25
5.4 Program coordination . 25
5.5 Facility life cycle . 25
5.6 Supplier risk management . 25
5.7 Information management risks . 25
5.8 Cybersecurity . 25
6 Enterprise level management for IDM . 26
6.1 Objective . 26
6.2 General . 26
6.3 Organization and resources . 27
6.3.1 Relationship to asset management . 27
6.3.2 Positioning of IDM programs . 27
6.3.3 Structure of IDM activities . 28
6.4 Developing and maintaining IDM program . 29
6.4.1 Overview . 29
6.4.2 IDM program structure . 30
6.4.3 IDM program life cycle . 30
6.5 Supplier management . 33
6.5.1 Coordination with suppliers . 33
6.5.2 Intelligent device life cycle management . 34
6.5.3 Device technology life cycle . 36
6.6 Developing and maintaining IDM work process templates . 37
6.7 IDM program management and design . 37
6.7.1 Resource management . 37
6.7.2 IDM program design and performance improvement . 38
6.7.3 IDM program performance feedback to management . 38
6.7.4 IDM program operation . 38
6.7.5 IDM program support and monitoring for facilities . 38
7 Implementing coordination between enterprise, facilities, and suppliers . 38
7.1 Objective . 38
7.2 General . 39
7.3 Implementing IDM . 39
7.3.1 Common principles . 39
7.3.2 Implementing IDM in new facilities . 39
7.3.3 Implementing IDM in existing facilities . 39
7.3.4 Implementing IDM work processes in a facility . 40
7.4 Coordination for continuous improvement . 40
7.4.1 General. 40
7.4.2 Assessment and audits of IDM activities . 40
7.4.3 Resolving causes of program non-compliances . 40
7.5 Coordination with other enterprise programs. 41
7.5.1 General. 41
7.5.2 Life cycle coordination of program activities . 41
7.5.3 Applications . 43
7.5.4 Device / process information . 43
7.5.5 Systems, networks, and security . 43
7.5.6 Life cycle phases . 43
7.5.7 Application interfaces for coordination . 44
8 Facility life cycle phases . 45
8.1 Objective . 45
8.2 General . 45
8.3 Managing facility life cycle phases . 46
8.3.1 General. 46
8.3.2 Life cycle entry points . 47
8.3.3 Facility modifications . 47
8.4 Scope development . 47
8.4.1 General. 47
8.4.2 Objectives . 47
8.4.3 Risk management . 47
8.4.4 Project type considerations . 49
8.4.5 Planning and design of IDM implementation. 49
8.4.6 Defining long-term support strategy and selecting design alternatives . 49
8.4.7 Preparing tools and their procedures. 50
8.4.8 Selecting suppliers . 50
8.4.9 Information management planning . 50
8.5 Design and engineering . 51
8.5.1 Objective . 51
8.5.2 General. 51
8.5.3 Device selection . 51
8.5.4 Procurement of intelligent devices . 51
8.5.5 Configuration data preparation . 52
8.5.6 Implementing and integrating intelligent device functions with IACS . 53
8.5.7 System integration and testing requirements . 54
8.6 Construction and commissioning . 55
8.6.1 General. 55
8.6.2 Site staging . 55
8.6.3 Installation . 55
8.6.4 Provisioning . 55
8.6.5 Configuration . 56
8.6.6 Loop-checking and commissioning . 56
8.6.7 Training and personnel competency . 57
8.6.8 Handover . 57
8.6.9 Pre-startup safety review (PSSR) . 57
8.6.10 Startup. 57
8.7 Operations and Maintenance . 58
8.7.1 General. 58
8.7.2 Intelligent device continuous monitoring, problem identification, problem
diagnosis processes . 59
8.7.3 Intelligent device calibration . 67
8.7.4 Repair processes . 70
8.7.5 Intelligent device replacement . 71
8.7.6 Intelligent device inventory management . 73
8.7.7 Post-repair processes. 73
8.8 Turnarounds . 74
8.8.1 General. 74
8.8.2 Preparation for turnaround . 75
8.8.3 Turnaround planning . 75
8.8.4 Turnaround execution . 76
8.8.5 Recommission and startup . 76
8.9 Decommissioning . 76
8.9.1 General. 76
8.9.2 Archiving IDM data . 77
8.9.3 Removal of devices . 77
8.9.4 Refurbishment (for return to inventory) . 77
8.9.5 Disposal (non-salvage) . 77
9 Supplier requirements . 77
9.1 Objective . 77
9.2 General . 77
9.3 Products . 78
9.3.1 Devices. 78
9.3.2 IACS. 78
9.3.3 Software . 78
9.4 Services . 79
9.4.1 Engineering /product support . 79
9.4.2 Operations and maintenance support . 79
9.4.3 Personnel competency . 79
9.4.4 Cybersecurity . 79
9.5 Device support tools . 80
9.5.1 Intelligent device templates . 80
9.5.2 IDM toolkits . 80
9.5.3 Interoperability support of intelligent device management system. 80
9.5.4 Migration, configuration, and maintenance tools . 80
10 Information management . 81
10.1 Objective . 81
10.2 General . 81
10.3 Information collection, exchange, reconciliation, and storage . 81
10.3.1 Collection and reconciliation . 81
10.3.2 Cybersecurity . 82
10.3.3 Information storage and retention procedures . 83
10.3.4 Data management functions . 83
10.4 IDM information . 83
10.4.1 General. 83
10.4.2 Information: Maintenance and reliability records . 83
10.4.3 Information: Models and calculations . 84
10.4.4 Information: Documents and drawings . 84
10.4.5 Information: Identification of work processes and procedures . 84
10.4.6 Information: Worker role competency . 84
10.4.7 Information: Intelligent device configuration . 84
10.4.8 Information: Toolkits . 85
Annex A (informative) Standard diagrams used to describe processes and procedures . 86
A.1 Overview . 86
A.2 Class diagram . 86
A.3 Activity diagram (swimlanes) . 88
A.3.1 Overview . 88
A.3.2 Activity diagram . 88
A.3.3 Swimlane chart . 90
Annex B (informative) Equivalent UML diagrams for Figures 1, 3, C.1, C.2, C.3, C.4,
and C.5 . 92
Annex C (informative) Work processes . 96
C.1 Relationship between IDM program and work processes . 96
C.2 IDM programs . 98
C.2.1 Overview . 98
C.2.2 Relational structure of IDM program documents . 98
C.3 IDM work processes . 99
C.3.1 Overview . 99
C.3.2 IDM work processes specification . 99
C.4 Procedures . 100
C.4.1 Overview . 100
C.4.2 Procedure specification . 101
C.5 Tasks . 101
C.5.1 Overview . 101
C.5.2 Task specification . 101
Annex D (informative) Summary of IDM objectives and associated work processes . 103
Annex E (informative) Example of criticality ranking . 104
E.1 Overview . 104
E.2 Definitions . 104
E.3 Criticality ranking . 105
Annex F (informative) IDM benefits . 109
F.1 Basis for success. 109
F.2 Established business practices . 109
F.3 Objectives for IDM . 110
F.4 Conditions for achieving IDM . 111
F.5 Benefits and justification of IDM . 111
Annex G (informative) Other maintenance aspects . 114
G.1 Use of maintenance history. 114
G.2 Effects of maintenance processes . 114
Annex H (informative) Use of IDM notifications . 115
H.1 IDM notification management and utilization . 115
H.1.1 Notification management . 115
H.1.2 Notification from intelligent device . 115
H.1.3 Notification sources . 117
H.2 Notification delivery mechanism . 117
H.2.1 General. 117
H.2.2 Action responding to notification . 119
Bibliography . 122

Figure 1 – IDM and intelligent device in the context of asset management . 27
Figure 2 – Positioning of IDM program . 28
Figure 3 – Structure of IDM activities . 29
Figure 4 – An example of IDM program functional structure . 30
Figure 5 – IDM program life cycle phases . 31
Figure 6 – Timing relationship between life cycles. 34
Figure 7 – Timing relationship between device life cycles . 35
Figure 8 – Relationship between roles and programs . 42
Figure 9 – Facility life cycles for IDM . 46
Figure 10 – Criticality usage in a facility . 48
Figure 11 – Overview of maintenance process . 60
Figure 12 – State diagram for IDM. 65
Figure 13 – Diagnostics based maintenance processes . 66
Figure 14 – Simplified intelligent device block diagram . 68
Figure 15 – Digital signal processing by transmitter type . 69
Figure 16 – Turnaround process . 75
Figure A.1 – Position of class diagram and activity diagram in UML . 86
Figure A.2 – Example of class diagram . 88
Figure A.3 – Example of activity diagram . 90
Figure A.4 – Example of swimlane chart . 91
Figure B.1 – IDM and intelligent device in the context of asset management . 92
Figure B.2 – Structure of IDM activities . 92
Figure B.3 – Structure of IDM program . 93
Figure B.4 – Structure of IDM program and the enterprise . 93
Figure B.5 – IDM work process . 94
Figure B.6 – Procedure . 94
Figure B.7 – Task . 95
Figure C.1 – Structure of IDM program . 97
Figure C.2 – Structure of IDM program for an enterprise . 99
Figure C.3 – IDM work process . 100
Figure C.4 – Procedure . 101
Figure C.5 – Task . 102
Figure H.1 – Notifications routing for IDM. 118
Figure H.2 – Relationship between real time, semi real time, and planned activities . 119

Table 1 – Verification and testing of configuration . 54
Table A.1 – Notation of UML class diagram . 87
Table A.2 – Model elements of activity diagram . 89
Table C.1 – IDM program documents . 98
Table D.1 – Summary of IDM objectives and associated work processes. 103
Table E.1 – Example severity categories. 106
Table E.2 – Probability levels. 106
Table E.3 – Risk assessment matrix – modified/industry normal . 107
Table F.1 – Benefits of IDM related to device supply chain management . 112
Table G.1 – Failure consequence for non-SIS devices . 114
Table H.1 – Notification type . 115
Table H.2 – IDM benefits in real time automated responses . 119
Table H.3 – IDM benefits in real time operator responses . 120
Table H.4 – IDM benefits from semi real time responses . 120
Table H.5 – IDM benefits in longer term planned responses . 121

INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
Intelligent device management -
Part 1: Concepts and terminology

FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of IEC is to promote international
co-operation on all questions concerning standardization in the electrical and electronic fields. To this end and
in addition to other activities, IEC publishes International Standards, Technical Specifications, Technical Reports,
Publicly Available Specifications (PAS) and Guides (hereafter referred to as "IEC Publication(s)"). Their
preparation is entrusted to technical committees; any IEC National Committee interested in the subject dealt with
may participate in this preparatory work. International, governmental and non-governmental organizations liaising
with the IEC also participate in this preparation. IEC collaborates closely with the International Organization for
Standardization (ISO) in accordance with conditions determined by agreement between the two organizations.
2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international
consensus of opinion on the relevant subjects since each technical committee has representation from all
interested IEC National Committees.
3) IEC Publications have the form of recommendations for international use and are accepted by IEC National
Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC
Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any
misinterpretation by any end user.
4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications
transparently to the maximum extent possible in their national and regional publications. Any divergence between
any IEC Publication and the corresponding national or regional publication shall be clearly indicated in the latter.
5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity
assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any
services carried out by independent certification bodies.
6) All users should ensure that they have the latest edition of this publication.
7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and
members of its technical committees and IEC National Committees for any personal injury, property damage or
other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and
expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC
Publications.
8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
indispensable for the correct application of this publication.
9) 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 63082-1 has been prepared by subcommittee 65E: Intelligent Device Management, of IEC
technical committee 65: Industrial-process measurement, control and automation. It is an
International Standard.
This first edition cancels and replaces the first edition of IEC TR 63082-1 published in 2020.
This edition constitutes a technical revision.
This edition includes the following significant technical changes with respect to
IEC TR 63082-1:2020:
a) alignment with clause structure of IEC 63082-2.
The text of this International Standard is based on the following documents:
Draft Report on voting
65E/1175/FDIS 65E/1182/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 63082 series, published under the general title Intelligent device
management, 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.
INTRODUCTION
The purpose of the IEC 63082 series is to define an environment that enables the effective use
of intelligent devices. The IEC 63082 series defines common concepts, terminology, and
management activities.
Intelligent device management (IDM) represents activities for managing intelligent devices
through the facility life cycle and does not imply a particular asset management tool or set of
those tools. Hardware and software tools are necessary to support work processes and
procedures, but specification of the tools is not a part of the IEC 63082 series. IDM is one of
many enterprise programs. IDM activities optimize the value from intelligent devices and
supports integration of data from the production level with business systems. IDM is consistent
with smart manufacturing initiatives.
Several stakeholders are responsible for delivering successful intelligent device management,
including engineering, procurement, and construction (EPC) contractors, owner operators,
system integrators, suppliers, and consultants.
The IEC 63082 series is not intended to replace or contradict other standards, for example
IEC 61511 (all parts) for safety instrumented systems and IEC 62443 (all parts) for
cybersecurity.
While the work processes and implementation practices specified in the IEC 63082 series might
be used for non-automation equipment with some diagnostic capability, the IEC 63082 series
does not cover these equipment types.
The IEC 63082 series consists of the following parts:
• IEC 63082-1: Concepts and terminology;
• IEC 63082-2: Requirements and recommendations.
This document defines intelligent device management concepts and terminology necessary for
in-depth understanding and effective communication. It gives the basic concepts of how
intelligent devices can be managed and an overview of how this device management works
throughout the facility life cycle. This document provides basic knowledge to understand the
concepts of intelligent device management necessary to implement an IDM program.
IEC 63082-2:2024 provides provisions (requirements and recommendations) in the body of the
document. Additional information on why a requirement is given are provided in its Annex A.
The information provided in this document is intended to be useful as background material for
better understanding of the provisions in IEC 63082-2. As both IEC 63082-1 and IEC 63082-2
are based on the same lifecycle model effort has been made to align the clauses/headings
between the two documents, thus making it easier for the reader to correlate content.

1 Scope
This part of IEC 63082 defines the concepts and terminology necessary to understand and
communicate effectively about intelligent device management (IDM). This document explains
the relationship between IDM and other existing asset management standards.
Additionally, this document describes principles and defines organizational and functional
structures associated with IDM. This document also introduces the concept of IDM program for
coordination of multiple stakeholders.
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 63082-2:2024, Intelligent device management - Part 2: Requirements and
recommendations
3 Terms, definitions, and abbreviated terms
For the purposes of this document, the following terms, definitions, and abbreviated terms 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
3.1 Terms and definitions
3.1.1
activity
set of actions that consume time and resources (3.1.60) and whose performance is necessary
to achieve, or contribute to, the realization of one or more objectives
Note 1 to entry: It includes work processes (3.1.76), procedures (3.1.55), and tasks (3.1.69).
[SOURCE: ISO/IEC TR 24766:2009, 3.1, modified – "outcomes" replaced with "objectives"]
3.1.2
alarm
notification (3.1.47) to the operator (3.1.49) of an equipment (3.1.25) malfunction, process
deviation, or abnormal condition requiring a unique, timely, and documented (predetermined)
response from the operator
[SOURCE: IEC 62682:2022, 3.1.7, modified – "audible and/or visible means of indicating" was
replaced with "notification", "unique," was added, "and documented (predetermined)" was
added, and "from the operator" was added]
3.1.3
alarm management
collection of processes and practices for determining, documenting, designing, operating,
monitoring, and maintaining alarm (3.1.2) systems
[SOURCE: IEC 62682:2022, 3.1.17]
3.1.4
alert
notification (3.1.47) to responsible persons of an abnormal condition that can require actions
with a time tolerance much longer than for alarms (3.1.2)
Note 1 to entry: "Responsible persons" can include operators (3.1.49), maintenance (3.1.42) personnel, and
engineering personnel.
3.1.5
apparatus
device (3.1.17) or assembly of devices which can be used as an independent unit for specific
functions
EXAMPLE Apparatus includes intelligent measuring and control devices, inspection (3.1.34) and testing (3.1.70)
devices, and host systems (3.1.31).
[SOURCE: IEC 60050-151:2001, 151-11-22, modified – Note was deleted, and EXAMPLE was
added]
3.1.6
asset
physical entity or digital entity that has value to an individual, an organization or a government
[SOURCE: ISO/IEC 20924:2018, 3.1.4]
3.1.7
asset management
coordinated activities of an organization (3.1.50) to ensure the intended capability of assets
(3.1.6) is available
Note 1 to entry: The capability of an asset is dynamic and asset management will respond to satisfy changing
objectives.
[SOURCE: ISO 55000:2014, 3.3.1, modified – "to realize value from assets" was replaced with
"to ensure the intended capability of assets is available", Notes to entry were deleted, a new
Note 1 to entry was added]
3.1.8
calibration
procedure (3.1.55) of checking and when necessary adjusting (by comparison with a reference
standard) the accuracy of a measuring instrument
[SOURCE: ISO 15378:2017, 3.3.2, modified – "process" was replaced with "procedure" and "or"
was replaced with "and when necessary"]
3.1.9
certification
procedure (3.1.55) by which a third party gives documented assurance that a product, process,
or service conforms to specified requirements (3.1.59)
[SOURCE: IEC 61400-22:2010,3.4, modified – "written" was replaced with "documented" and
"also known as conformity assessment" was deleted]
3.1.10
commissioning
procedure (3.1.55) prior, or related, to the handing over of a product ready for putting into
service, including final acceptance testing (3.1.70), the handing over of all documentati
...