IEC 60770-3:2006

INTERNATIONAL IEC
STANDARD 60770-3
First edition
2006-04
Transmitters for use in industrial-process
control systems –
Part 3:
Methods for performance evaluation
of intelligent transmitters
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INTERNATIONAL IEC
STANDARD 60770-3
First edition
2006-04
Transmitters for use in industrial-process
control systems –
Part 3:
Methods for performance evaluation
of intelligent transmitters
 IEC 2006  Copyright - all rights reserved
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– 2 – 60770-3  IEC:2006(E)
CONTENTS
FOREWORD.4
INTRODUCTION.6

1 Scope and object .7
2 Normative references.7
3 Terms and definitions .8
4 Design review .10
4.1 General .10
4.2 Transmitter analysis .10
4.3 Aspects to be reviewed.14
4.4 Documentary information .20
5 Performance testing.21
5.1 General .21
5.2 Instrument considerations.21
5.3 Measurement considerations .23
5.4 Test facilities .24
5.5 Transmitter under test (testing precautions) .25
5.6 Reference conditions for performance tests .26
5.7 Test procedures for tests under reference conditions .27
5.8 Test Procedures for determination of the effects of influence quantities.30
6 Other considerations.40
6.1 Safety.40
6.2 Degree of protection provided by enclosures.40
6.3 Electromagnetic emission .40
6.4 Variants.41
7 Evaluation report .41

Annex A informative Dependability testing .42
Annex B informative Throughput testing .49
Annex C informative Function block testing .53

Figure 1 – Intelligent transmitter model.11
Figure 2 – Basic test set-up.24
Figure 3 – Examples of step responses of electrical outputs of transmitters .29
Figure A.1 – Example schematic of a transmitter .43
Figure A.2 – Test tool for low impedance circuits and shared circuits .44
Figure A.3 – Matrix for reporting fault behaviour .46
Figure A.4 – Ranking of various types of failure modes.47
Figure B.1 – Transmitter in stand-alone configuration .49
Figure B.2 – Transmitter as a participant in a fieldbus installation .49

60770-3  IEC:2006(E) – 3 –
Table 1 – Checklist for mapping functionality.14
Table 2 – Checklist for mapping configurability .15
Table 3 – Checklist for mapping hardware-configuration .16
Table 4 – Checklist for mapping adjustment and tuning procedures .16
Table 5 – Checklist for mapping operability.17
Table 6 – Checklist for mapping dependability .18
Table 7 – Checklist for mapping manufacturer’s support.19
Table 8 – Reporting format for design review.19
Table 9 – Checklist on available documentation.20
Table 10 – Listing of functions of single variable transmitter .22
Table 11 – Listing of functions of composite variable transmitter.23
Table 12 – Reference environmental and operational test conditions .26
Table 13 – procedures for tests under reference conditions .27
Table 14 – Methods for testing immunity to sensor disturbances.33
Table 15 – Methods for testing immunity to wiring disturbances .34
Table 16 – Methods for testing the immunity to disturbances of the power utilities.36
Table 17 – Methods for testing the immunity to environmental disturbances.38
Table 18 – Methods for testing the immunity to degradation in time.40

– 4 – 60770-3  IEC:2006(E)
INTERNATIONAL ELECTROTECHNICAL COMMISSION
___________
TRANSMITTERS FOR USE IN INDUSTRIAL-PROCESS
CONTROL SYSTEMS –
Part 3: Methods for performance evaluation
of intelligent 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
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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.
The International Standard IEC 60770-3 has been prepared by subcommittee 65B, Devices, of
IEC technical committee 65: Industrial-process measurement and control.
The text of this standard is based on the following documents:
FDIS Report on voting
65B/580/FDIS 65B/587/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 2.

60770-3  IEC:2006(E) – 5 –
IEC 60770 consists of the following parts, under the general title Transmitters for use in
industrial-process control systems:
Part 1: Methods for performance evaluation
Part 2: Methods for inspection and routine testing
Part 3: Methods for performance evaluation of intelligent transmitters
The committee has decided that the contents of this publication will remain unchanged until the
maintenance result date indicated on the IEC web site under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed;
• withdrawn;
• replaced by a revised edition, or
• amended.
A bilingual version of this standard may be issued at a later date.

– 6 – 60770-3  IEC:2006(E)
INTRODUCTION
New transmitters for use in industrial process control systems are now equipped with micro-
processors which utilise digital data processing and communication methods, auxiliary sensors
and artificial intelligence. This makes them more complex than conventional analogue
transmitters and gives them considerable added value.
An intelligent transmitter is an instrument that uses digital data processing and communication
methods for performing its functions and for safeguarding and communicating data and
information on its operation. It may be equipped with additional sensors and functionality which
support the main function of the intelligent transmitter. The variety of added functionality can
for instance enhance accuracy and rangeability, self-test capabilities, and alarm and condition
monitoring. Therefore accuracy-related performance testing, although still a major tool for
evaluation, is no longer sufficient to show the flexibility, capability and other features with
respect to engineering, installation, maintainability, reliability and operability.
Because of the complexity of intelligent transmitters, a close collaboration should be
maintained between the evaluating body and the manufacturer during the evaluation. Note
should be taken of the manufacturer's specifications for the instrument, when the test
programme is being decided, and the manufacturer should be invited to comment on both the
test programme and the results. His comments on the results should be included in any report
produced by the testing organisation.
This part of IEC 60770 addresses, in its main body, structured and mandatory methods for a
design review and performance testing of intelligent transmitters. Intelligent transmitters will, in
many cases, also have the capacity to be integrated into digital communication (bus) systems,
where they have to co-operate with a variety of devices. In this case, dependability,
(inter)operability and real-time behaviour are important issues. The testing of these aspects
depends largely on the internal structure and organisation of the intelligent transmitter and the
architecture and size of the bus system. The Annexes A, B and C give a non-mandatory
methodology and framework for designing specific evaluation procedures for dependability and
throughput testing and function block testing in a specific case.
When a full evaluation, in accordance with this part of IEC 60770, is not required or possible,
those tests which are required, should be performed and the results reported in accordance
with the relevant parts of this standard. In such cases, the test report should state that it does
not cover the full number of tests specified herein. Furthermore, the items omitted should be
mentioned, in order to give the reader of the report a clear overview.
The structure of this part of IEC 60770 largely follows the framework of IEC 62098. For
performance testing, the IEC 61298 series should also be consulted. A number of tests
described there are still valid for intelligent transmitters. Further reading of the IEC 61069
series is recommended, as some notions in this part of IEC 60770 are based on concepts
brought forward therein.
60770-3  IEC:2006(E) – 7 –
TRANSMITTERS FOR USE IN INDUSTRIAL-PROCESS
CONTROL SYSTEMS –
Part 3: Methods for performance evaluation
of intelligent transmitters
1 Scope and object
This part of IEC 60770 specifies the following methods.
• Methods for
– reviewing the functionality and the degree of intelligence in intelligent transmitters;
– testing the operational behaviour, as well as the static and dynamic performance of an
intelligent transmitter.
• Methodologies for
– determining the reliability and diagnostic features used to detect malfunctions;
– determining the communication capabilities of the intelligent transmitters in a
communication network.
The methods and methodologies are applicable to intelligent transmitters, which convert one or
more physical, chemical or electrical quantities into digital signals for use in a communication
network or into analogue electrical signals (as specified in the IEC 60381 series).
The methods and methodologies listed in this part of IEC 60770 are intended for use by:
– manufacturers to determine the performance of their products and
– users or independent testing laboratories to verify equipment performance specifications.
Manufacturers of intelligent transmitters are urged to apply this part of IEC 60770 at an early
stage of development.
This standard is intended to provide guidance for designing evaluations of intelligent
transmitters by providing:
– a checklist for reviewing the hardware and software design in a structured way;
– test methods for measuring and qualifying the performance, dependability and operability
under various environmental and operational conditions;
– methods for reporting the data obtained.
2 Normative references
The following referenced documents are indispensable for the application 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 60050-300, International Electrotechnical Vocabulary (IEV) – Electrical and electronic
measurements and measuring instruments – Part 311: General terms relating to measurements
– Part 312: General terms relating to electrical measurements – Part 313: Types of electrical
measuring instruments – Part 314: Specific terms according to the type of instrument
IEC 60068-2-1, Environmental testing – Part 2: Tests. Tests A: Cold
IEC 60068-2-2, Environmental testing – Part 2: Tests B: Dry heat

– 8 – 60770-3  IEC:2006(E)
IEC 60068-2-6, Environmental testing – Part 2: Tests – Test Fc: Vibration (sinusoidal)
IEC 60068-2-31, Environmental testing. Part 2: Tests. Test Ec: Drop and topple, primarily for
equipment-type specimens
IEC 60068-2-78, Environmental testing – Part 2-78: Tests – Test Cab: Damp heat, steady state
IEC 60079 (all parts), Electrical apparatus for explosive gas atmospheres
IEC 60381(all parts), Analogue signals for process control systems
IEC 60529:1989, Degree of protection provided by enclosures (IP Code)
Amendment 1 (1999)
IEC 60654 (all parts), Operating conditions for industrial-process measurement and control
equipment
IEC 60721-3 (all parts), Classification of environmental conditions – Part 3: Classification of
groups of environmental parameters and their severities
IEC 60770-1:1999, Transmitters for use in industrial-process control systems – Part 1: Methods
for performance evaluation
IEC 61010-1:2001, Safety requirements for electrical equipment for measurement, control, and
laboratory use – Part 1: General requirements
IEC 61032:1997, Protection of persons and equipment by enclosures – Probes for verification
IEC 61158 (all parts), Digital data communications for measurement and control – Fieldbus for
use in industrial control systems
IEC 61298 (all parts), Process measurement and control devices – General methods and
procedures for evaluating performance
IEC 61326:2002, Electrical equipment for measurement, control and laboratory use – EMC
requirements
IEC 61499 (all parts), Function blocks
IEC 61804 (all parts), Function blocks (FB) for process control
CISPR 11, Industrial, scientific and medical (ISM) radio-frequency equipment – Electromagnetic
disturbance characteristics – Limits and methods of measurement
3 Terms and definitions
For the purposes of this part of IEC 60770, the definitions given in IEC 60770-1 and
IEC 60050-300 as well as the following, apply.
3.1
intelligent transmitter
transmitter provided with means for bi-directional communication with external systems and
human operators for sending measurement and status information and receiving and
processing external commands
60770-3  IEC:2006(E) – 9 –
3.2
intelligent single variable transmitter
transmitter that measures one single physical quantity
3.3
intelligent multi variable transmitter
transmitter that measures two or more identical or different physical quantities
3.4
adjustment
set of operations carried out on a measuring instrument in order that it provides given
indications corresponding to given values of the measurand
NOTE 1 When the instrument is made to give a null indication corresponding to a null value of the measurand, the
set of operation is called zero adjustment.
NOTE 2 Many manufacturers use the term calibration for adjustment of zero, span and linearity or conformity.
3.5
user adjustment
adjustment, employing only the means at the disposal of the user, specified by the
manufacturer
3.6
calibration
set of operations which establishes by reference to standards the relationship which exists,
under specified conditions, between an indication and a result of a measurement
NOTE The relationship between the indications and the results of measurement can be expressed, in principle, by
a calibration diagram.
3.7
tuning
process of adjusting the various instrument parameters, required for obtaining a stable and
optimal measurement. This can range from "trial and error" to an automatic proprietary
procedure provided by the manufacturer
3.8
base load
minimum amount of software necessary to execute the essential function(s)
3.9
signal generator
installation or device that provides the physical quantity to be measured by a transmitter. The
output of the signal generator shall be accurate and traceable to international standards both
under reference conditions and controlled operational conditions in the required range
3.10
configuring
process of implementing the functionality required for a certain application
3.11
configurability
extent to which an intelligent transmitter can be provided with functions to control various
applications
3.12
set-up
process of configuring, calibrating and tuning a transmitter for optimal measurement

– 10 – 60770-3  IEC:2006(E)
3.13
dead band
finite range of values within which reversal of the input variable does not produce any
noticeable change in the output variable
NOTE The dead band may be entirely defined by the resolution of the digital processing in the data processing
subsystem and the electrical output system.
3.14
operating mode
selected method of operation of a transmitter
3.15
accuracy
closeness of agreement between the result of a measurement and the (conventional) true
value of the quantity being measured
3.16
error
algebraic difference between the measured value and the true value of a measured quantity
3.17
conformity error
absolute value of maximum deviation between the calibration curve and the specified
characteristic curve
3.18
linearity error
absolute value of maximum deviation between the calibration curve and the specified straight
line
4 Design review
4.1 General
The design review is meant to identify and make explicit, in a structured way, the functionality
and capabilities of the intelligent transmitter under consideration. As stated in the introduction,
intelligent transmitters appear in a great variety of designs. A design review is the necessary
tool for showing the details of:
– The physical structure.
– The functional structure.
Subclause 4.2 guides the evaluator through the process of describing the physical structure of
intelligent transmitters by identifying the hardware modules and the inputs and outputs to the
operational and environmental domains. Thereafter, the functional structure can be described,
using the checklist of 4.3. The checklist gives a framework of the relevant issues, which need
to be addressed by the evaluator, mainly through adequate qualitative and quantitative
experiments.
4.2 Transmitter analysis
4.2.1 General
Two different types of transmitters can be identified:
• Single-variable transmitter. The measured value (output) represents one single physical
quantity measured by one type of sensor.

60770-3  IEC:2006(E) – 11 –
• Multi-variable transmitter. This type of transmitters appears in two versions:
– An instrument providing a variety of measured values (outputs), each of which is related
to a measurement of one distinct input quantity with a specific sensor.
– An instrument providing composite measured variables resulting from the measurement
of more than one quantity through more than one type of sensor and processed through
a distinct algorithm (e.g. flow computer, mechanical power meter). In many cases, the
individual measured variables are also available to the user.
Each type of intelligent transmitter may be equipped with independent auxiliary sensors and
auxiliary (mainly digital) outputs, which are not involved in the primary measurement process.
The generic transmitter model of Figure 1 gives a maximum configuration and is a tool for
setting up a blockscheme and concise description of the transmitter to be evaluated. It is also
important for defining the functions to be considered in the performance tests (see Clause 5).
Functionally, a transmitter is an information transformer. Data enters and then exits the
instrument through the various (external) domains given in Figure 1, following distinct data flow
paths. The following paths can be defined, but are not always resident in a specific transmitter
under consideration:
• Sensors (process domain) to external systems (remote data processing systems).
• Sensors (process domain) to operator displays (human domain).
• Sensors (process domain) to external systems (electrical outputs).
• Operator commands through local keyboard (human domain) to data processing subsystem,
consequently affecting the above-mentioned data flows to external systems (remote data
processing systems and electrical outputs).
• Remote commands (from external remote data processing systems) to the instrument’s data
processing subsystem, consequently affecting the above-mentioned data flows to external
systems (electrical outputs) and local operator displays (human domain).
A blockscheme and description shall be included in the evaluation report and may be enhanced
with photographs or drawings of important details.

Utility domain
Supply voltage
ct 3
To external system
External system domain
Power supply
Communication
unit
interface
Analog
output (mA)
Main sensor(s)
ct 2
Data
Electrical
Sensor
processing
output
subsystem
Auxiliary sensors
subsystem
subsystem
ct 1
Digital
output (relay)
ct 4
Process domain
Human
interface
To human operator
Human domain
IEC  427/06
Figure 1 – Intelligent transmitter model

– 12 – 60770-3  IEC:2006(E)
For an intelligent transmitter, the main physical modules and provisions for connection to
external systems and human operators are defined in 4.2.2 to 4.2.9.
4.2.2 Data processing subsystem
The data processing subsystem is the heart of an intelligent transmitter. Its main function is to
provide and process the measured quantity(ies) for further real-time use by the human and
communication interfaces and/or at the electrical output subsystem. Many transmitters
measure one quantity by means of one (main) sensor, but composite measured variables such
as heat- or mass-flow and mechanical power require more sensors.
Besides the main measurement function, a transmitter may be equipped with a number of
additional functions that can vary considerably from make to make. Amongst the additional
functions that may be resident in a transmitter are:
– configuration;
– adjustment, and tuning;
– self-testing, diagnostics, condition monitoring;
– external process control function;
– trending and data storage.
Part of the functionality may be located in external devices that are temporarily or continuously
connected to the communication interface (e.g. configuring, trending).
4.2.3 Sensor subsystem
The sensor subsystem converts the physical or chemical quantity(ies) to be measured into
electrical signals that are conditioned and digitised for use by the data processing unit. The
subsystem may also be equipped with electrical circuits for sensing binary signals (e.g. change
measurement range on an external command), or auxiliary sensors of a different type (e.g.
auxiliary for compensation or internal diagnostics and condition monitoring purposes).
The sensor and sensor subsystem may be integrated with the other modules in one enclosure.
The sensor can also be located remotely (e.g. densitometer, thermocouple transmitter). Certain
transmitters (e.g. thermocouple and Resistance Thermometer Detector (RTD)) utilise
standardised (third party) sensors that provide an electric signal. In such a case, it may be
agreed to perform the evaluation with an acceptable simulator instead of the application of the
actual quantity.
Depending on the measurement principle used, the sensor may not require auxiliary (external)
power (e.g. thermocouples) or it may require auxiliary power (e.g. strain gauges) or a
specifically characterised power source (e.g. electromagnetic and Coriolis flowmeters).
Sensors are, in general, incorporated in the process installations and in many cases, they may
also be in direct contact with the process medium. As such, medium properties, medium
conditions and installation conditions may adversely influence them. As a remote unit, the
sensor may also be subjected to more severe environmental conditions than the other
subsystems. Moreover, it shall also be considered whether it is necessary to apply combined
environmental and process conditions during an evaluation.
As part of the design review, a list of the types of sensors that are provided and their
measuring ranges shall be compiled.

60770-3  IEC:2006(E) – 13 –
4.2.4 Human interface
The human interface is an important tool for direct interaction and communication with the
human operator. It consists of integral means at the instrument for reading out data (local
display) and provisions for entering and requesting data (local pushbuttons). Instruments may
be provided that are not equipped with a human interface. Access to the database is then
provided via the communication interface and the external system or a handheld terminal.
A list of the measurement data that can be shown on the display and the refresh rates, as well
as the status data that can either automatically or on request be made available to the operator
shall be tabulated. In addition, a summary of the functions and facilities for access and data
presentation shall be made.
4.2.5 Communication interface
Transmitter intelligence is supported by the communication interface, which connects the
instrument to external systems. Through the interface and the fieldbus (digital communication
link), measurement and control data are transferred and access is also provided to the
instrument's configuration data. There are also still hybrid instruments, where the digital data is
superimposed on an analogue data signal line. There may be instruments which do not have a
communication interface. Then configuration and read-out of data may take place via the
human interface.
A list of the measurement data that can be transferred to a host and the refresh rates should
be compiled. A summary of the status data that can either automatically or on request be
transferred to the host shall also be listed. The functions and facilities for access and data
presentation shall also be indicated.
4.2.6 Electrical output subsystem
Instruments suitable for connection to a fieldbus need not necessarily be provided with an
electrical output subsystem.
The electrical output subsystem primarily converts digital information provided by the data
processing subsystem into one or more analogue electrical signals. It may also be equipped
with one or more binary (digital) electrical outputs. For these purposes, the instrument may
require an additional power supply source.
A listing of the measured variables that can be provided at the electrical output terminals shall
be tabulated. The signal types and ranges (e.g. (4 to 20) mA or (1 to 5) V d.c., etc.) shall also
be included. A summary of the status data that can be made available at the binary (digital)
output terminals shall be compiled.
4.2.7 Power supply unit
Many instruments still require a separate connection to an a.c. or d.c. mains supply. However
more instruments are nowadays, "loop powered" which means that they receive power through
the signal transmission line or electrical signal output line.
4.2.8 External functionality
Through the data communication interface and the fieldbus, the instrument communicates with
host equipment (Personal Computer (PC) or link server, etc.). Through these facilities, parts of
the transmitter functionality may be allocated in the host equipment. The following functions
may be suitable for remote allocation:

– 14 – 60770-3  IEC:2006(E)
– (Remote) configuration tool.
– Data storage (configuration, trend, transmitter condition).
– Parts of the adjustment and tuning procedure.
The external functionality (if present) shall be treated as an integral part of the transmitter.
4.2.9 Cycle times (ct)
The quality of a transmitter’s real-time operation largely depends on:
– The time required to perform and transmit measurements and data to the external world.
).
– The cycle times for on-line diagnostic tests (ct
d
The abbreviations ct1-ct4 indicate the cycle times (refresh times) for internal data transfer
between the various modules and to the external world. These cycle times do not have to be
equal and they may be all or partly user-adjustable.
4.3 Aspects to be reviewed
4.3.1 General
The instrument shall be verified for correct operation prior to any check that may be required to
determine the aspects of functionality and capabilities mentioned in the Tables 1 to 7. The
instrument shall be error and fault free. This may be indicated on a local display or a remote
device (handheld terminal or PC or host computer) connected via a bus system.
The Tables 1 to 7 form the checklist for determination of the implemented functions and
properties of a transmitter under consideration. The evaluator shall take into account the
aspects mentioned in the last column. Subclause 4.3.9 gives an example of the reporting
format.
4.3.2 Functionality
Table 1 – Checklist for mapping functionality
Function/capability Aspects to be considered during evaluation
Main function(s) Give a concise description of the measurement principle(s). Describe instrument
status information and measurement information (separate and composite
quantities) available at the human and communication interfaces and electrical
output subsystem.
Describe the firmware structure (function blocks and how they can be organised)
and rules for application software.
Auxiliary function(s) Give a concise description of auxiliary analogue and digital input and output
functions.
Matching New releases of a transmitter should be compatible with old versions both in
hardware and software.
Function blocks List the available standardised function blocks (according to either IEC 61499
series or IEC 61804 series) or in case of proprietary function blocks, describe
and categorise them in terms of:
• time dependent function blocks (totalizers, controllers, timers, lead/lag);
• time-independent function blocks, to be divided into:
• calculation blocks (e.g. sensor linearization, square root, exponential);
• logic blocks (and, or, etc.).
For each function block give:
• Name.
• Adjustment range if user-adjustable.
• Default values if applicable.
• Check recognition and rejection of invalid values.
For details on checking function block features, see Annex C.

60770-3  IEC:2006(E) – 15 –
Function/capability Aspects to be considered during evaluation
Signal cut-off • Check the availability of signal cut-off. Signal cut-off is usually possible at the
lower end of the characteristic to avoid invalid or noisy signals, but also signal
cut-off at the upper end can be present. Indicate which option is available and
whether cut-off values are user-configurable.
• Check whether a dead band is present between activation and release and
whether it is user adjustable.
Filters If filters are provided:
• Are they analogue (hardware) or digital (software)?
• What type (1st, 2nd order) and is the time constant adjustable?

4.3.3 Configurability
Table 2 – Checklist for mapping configurability
Function/capability Aspects to be considered during evaluation
Fieldbus compatibility Check whether the instrument under test is suited for either:
• Connection to a fieldbus in accordance with IEC 61158 series.
• Or stand-alone application in combination with a temporary connection to a
proprietary fieldbus.
• Or stand-alone application.
Give a listing of fieldbus compatible instrument versions.
Configuration tools Check if the instrument can be configured from:
• Local controls (human interface) on instrument.
• Remotely from a PC or a host computer.
• Via a temporarily connected handheld communication unit. Notice obvious
difficulties that appeared when configuring the instrument with these tools.
Difficulties could be:
• Incorrect entries due to too small distance between keys.
• Some parameter entries may give an unnoticed change to other previously set
parameters relevant to correct operation.
• Inconsistencies in handling parameters such as no warning message when
trying to change a protected parameter.
On-line (re)configuration Check whether functions and parameters can be changed in control mode. If so,
whether the output is unacceptably affected.
Check whether there is a security mechanism that prohibits on-line access to all
or some parameters and functions.
Off-line configuration Check whether it is possible to set up and store configurations for a number of
transmitters on a separate (off-line) PC.
Measure the time required for off-line configuration.
Up/download to/from PC Check if configuration upload is possible.
Check if download of off-line prepared configurations is possible.
Measure the time required to perform these actions:
• When commissioning a fieldbus system.
• In an operative (active) fieldbus system.
(The time required for these actions may depend on the number of fieldbus
participants in the system).
Configurable restart conditions
When a transmitter is provided with a process control function it may also be
equipped with configurable restart conditions for after a power down. Conditions
provided can be:
• Return to last value.
• Go to a user-defined value.
• Return to manual mode.
Configurable fail-safe conditions List the actions that can be configured in the transmitter in the event of detecting
an internal failure or sensor failure.

– 16 – 60770-3  IEC:2006(E)
4.3.4 Hardware configuration
Table 3 – Checklist for mapping hardware-configuration
Function/capability Aspects to be considered during evaluation
Hinges/covers Comment, for these items, on the complexity and soundness of construction and
protection against damage. Refer, if applicable, to mechanical problems that have
Internal modules
appeared during preparation of the evaluation and during the performance of any
test.
Support
Comment, for internal modules, on the location/position and addressing of the
Protruding parts
hardware by DIP switches or software.
Local controls
Sensor connections
Electrical connections
Mechanical connections
Ease of mounting The mounting procedure may influence the calibration. Check whether it draws
adequate attention to alignment, fixation to installation, thermal insulation, etc.
Notice any obvious difficulties that may have appeared when dismounting and
mounting the instrument.
Also, determine the time needed for correct mounting.
4.3.5 Adjustment and tuning
Note 1: Many manufacturers use the term calibration for the procedure of adjusting zero, span and in some cases
linearity. This conflicts with the definitions for adjustment and calibration as given in IEC 60050-300
Note 2: Not all types of transmitters may be provided with user-accessible adjustment and tuning tools

Table 4 – Checklist for mapping adjustment and tuning procedures
Function/capability Aspects to be considered during evaluation
Adjustment procedure Aspects to be considered are:
• How many adjustment procedures exist and what are the differences (which one is
advised etc., on-line and off-line adjustment and tuning or configuration)
• What external equipment is needed for calibration, adjustment and tuning?
• How many times does the user have to interact and when?
• Is any part of the procedure automatically performed?
• Are adjustment, calibration and tuning data (name of operator, date, parameters,
etc.) stored in non-volatile memory?
• What are the range limits?
• What is the resolution of zero/span adjustments both at upper and lower range
limits?
• Is linearization part of the procedure?
• Measure the time required for adjustment, calibration and tuning.
Record any obvious or potential difficulties that may have appeared when performing
the procedure.
Tuning procedure Certain instruments require adaptation and tuning to process conditions and
properties, installation conditions and environmental conditions. Briefly describe the
procedure. The following shall be considered:
• In certain cases, tuning/adaptation may require the setting of fixed process related
parameters particularly when configuring the instrument. Often, this method has
limited va
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