IEC TR 63082-1:2020

IEC TR 63082-1 ®
Edition 1.0 2020-02
TECHNICAL
REPORT
colour
inside
Intelligent device management –
Part 1: Concepts and terminology
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IEC TR 63082-1 ®
Edition 1.0 2020-02
TECHNICAL
REPORT
colour
inside
Intelligent device management –

Part 1: Concepts and terminology

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
ICS 25.040.40 ISBN 978-2-8322-7855-0

– 2 – IEC TR 63082-1:2020 © IEC 2020
CONTENTS
FOREWORD . 6
INTRODUCTION . 8
1 Scope . 9
2 Normative references . 9
3 Terms, definitions and abbreviated terms . 9
3.1 Terms and definitions . 9
3.2 Abbreviated terms . 17
4 Background and motivation of intelligent device management. 18
4.1 General . 18
4.2 Established business practices . 18
4.3 Objectives of IDM . 19
4.4 Conditions for achieving IDM . 20
4.5 Benefits and justification of IDM . 20
4.6 Challenges for implementing IDM . 21
4.7 Relationship of IDM to asset management . 21
5 Structure of IDM . 22
5.1 Overview. 22
5.2 Organizational structure . 22
5.2.1 Overview . 22
5.2.2 Structure of IDM activities . 23
5.3 Relationship between IDM program and work processes . 24
5.4 IDM programs . 26
5.4.1 Overview . 26
5.4.2 Relational structure of IDM program documents. 26
5.5 IDM work processes . 27
5.5.1 Overview . 27
5.5.2 IDM work processes specification . 27
5.6 Procedures . 28
5.6.1 Overview . 28
5.6.2 Procedure specification . 28
5.7 Tasks . 29
5.7.1 Overview . 29
5.7.2 Task specification . 29
6 Lifecycles . 30
6.1 Overview. 30
6.1.1 Lifecycle relationships . 30
6.1.2 Relationship between lifecycles . 31
6.2 IDM program lifecycle . 32
6.2.1 Overview . 32
6.2.2 IDM program development . 32
6.2.3 IDM program management and design. 36
6.2.4 IDM program operation . 37
6.2.5 Facility level IDM program activities . 38
6.3 Device technology lifecycle . 39
6.4 Device lifecycle . 39

6.5 Facility lifecycle . 41
6.5.1 General . 41
6.5.2 Scope development . 42
6.5.3 Design and engineering . 45
6.5.4 Construction and commissioning . 47
6.5.5 Operation and maintenance . 49
6.5.6 Turnaround . 51
6.5.7 Decommissioning . 53
7 Maintenance processes . 54
7.1 Overview. 54
7.2 Types and relationship of maintenance processes . 55
7.2.1 General . 55
7.2.2 Run to failure . 56
7.2.3 Diagnostic or condition based maintenance . 57
7.2.4 Automated fault handling . 58
7.2.5 Scheduled inspection and testing . 58
7.3 Other aspects of maintenance . 59
7.3.1 Use of maintenance history . 59
7.3.2 Root cause analysis. 59
7.3.3 Effects of maintenance processes . 60
7.4 Relationship of problem detection methods and maintenance strategies . 60
7.4.1 Problem detection optimization . 60
7.4.2 States and transitions . 61
7.5 Factors for selection of maintenance process . 62
7.5.1 IDM criticality determination . 62
7.5.2 Failure consequences . 63
7.5.3 Types of fault . 63
8 IDM notification management and utilization . 64
8.1 Notification management . 64
8.2 Notification from intelligent device. 64
8.2.1 Overview . 64
8.2.2 Notification type . 65
8.2.3 Notification sources . 66
8.3 Notification delivery mechanism . 66
8.3.1 Overview . 66
8.3.2 Device alert . 67
8.3.3 Process value (PV) status . 67
8.3.4 Operation (control) mode . 67
8.4 Action responding to notification . 68
8.4.1 Overview . 68
8.4.2 Real time automated responses . 68
8.4.3 Real time operator responses . 68
8.4.4 Semi real time responses . 69
8.4.5 Longer term planned responses . 69
9 Configuration management . 70
9.1 Overview. 70
9.2 Device templates for device configuration . 70
9.3 Toolkits . 71

– 4 – IEC TR 63082-1:2020 © IEC 2020
9.4 Configuring intelligent devices . 71
9.4.1 Overview . 71
9.4.2 Bulk building . 71
9.4.3 Individual building .
...