IEC 63082-2:2024

IEC 63082-2 ®
Edition 1.0 2024-08
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
Intelligent device management –
Part 2: Requirements and recommendations

Gestion des appareils intelligents –
Partie 2: Exigences normatives et recommandations
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IEC 63082-2 ®
Edition 1.0 2024-08
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
Intelligent device management –

Part 2: Requirements and recommendations

Gestion des appareils intelligents –

Partie 2: Exigences normatives et recommandations

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 25.040.40  ISBN 978-2-8322-9485-7

– 2 – IEC 63082-2:2024 © IEC 2024
CONTENTS
FOREWORD . 7
INTRODUCTION . 9
1 Scope . 10
2 Normative references . 10
3 Terms, definitions, abbreviated terms and conventions . 11
3.1 Terms and definitions . 11
3.2 Abbreviated terms . 12
3.3 Conventions . 13
4 Foundational requirements for IDM . 13
4.1 Objective . 13
4.2 General . 13
4.3 Management functions . 14
4.4 Formal and informal work processes and procedures . 14
4.5 Management of change . 15
4.5.1 General . 15
4.5.2 Impact assessment . 15
4.5.3 Planning . 15
4.5.4 Training . 16
4.5.5 Documentation . 16
4.5.6 Retention of data and documents . 16
4.6 Risk management . 16
5 Risk management . 16
5.1 Objective . 16
5.2 General . 16
5.3 IDM program requirements . 17
5.4 Program coordination . 17
5.5 Facility level risk management . 17
5.6 Supplier risk management . 19
5.7 Information management risks . 19
5.8 Cybersecurity risk management . 19
6 Enterprise level management for IDM . 19
6.1 Objective . 19
6.2 General . 20
6.3 Organization and resources . 20
6.4 Developing and maintaining IDM program . 21
6.5 Supplier management . 22
6.5.1 Co-ordination with suppliers . 22
6.5.2 Intelligent device life cycle management . 22
6.5.3 Device technology life cycle . 23
6.6 Developing and maintaining IDM work process templates . 23
6.7 IDM program management and design . 24
6.7.1 Resource management . 24
6.7.2 IDM program design and performance improvement . 24
6.7.3 IDM program performance feedback to management . 25
6.7.4 IDM program operation . 25
6.7.5 IDM program support and monitoring for facilities . 25

7 Implementing coordination between enterprise, facilities, and suppliers . 25
7.1 Objective . 25
7.2 General . 26
7.3 Implementing IDM . 26
7.3.1 Common principles . 26
7.3.2 Implementing IDM in new facilities . 26
7.3.3 Implementing IDM in existing facilities . 27
7.3.4 Implementing IDM work processes in a facility . 27
7.4 Coordination for continuous improvement . 28
7.4.1 General . 28
7.4.2 Assessment and audits of IDM activities . 28
7.4.3 Resolving causes of program non-compliances . 28
7.5 Coordination with other enterprise programs . 29
7.5.1 General . 29
7.5.2 Life cycle coordination of program activities . 29
7.5.3 Applications . 29
7.5.4 Device/process information . 29
7.5.5 Systems, networks, and security . 29
7.5.6 Life cycle phases . 30
7.5.7 Application interfaces for coordination . 30
8 Facility life cycle phases . 30
8.1 Objective . 30
8.2 General . 30
8.3 Managing facility life cycle phases . 31
8.3.1 General . 31
8.3.2 Life cycle entry points . 31
8.3.3 Facility modifications . 31
8.4 Scope development . 32
8.4.1 General . 32
8.4.2 Objective . 33
8.4.3 Risk management . 33
8.4.4 Project type considerations . 34
8.4.5 Planning and design of the IDM implementation. 34
8.4.6 Defining facility long term support plans . 35
8.4.7 Handover plan to operations and maintenance . 35
8.4.8 Defining strategy for intelligent device cybersecurity . 36
8.4.9 Selecting design alternatives . 37
8.4.10 Preparing tools and their procedures . 38
8.4.11 Selecting suppliers . 39
8.4.12 Information management planning . 40
8.5 Design and engineering . 40
8.5.1 Objective . 40
8.5.2 General . 40
8.5.3 Device selection . 42
8.5.4 Procurement of intelligent device . 43
8.5.5 Configuration data preparation. 44
8.5.6 Implementing and integrating intelligent device functions with IACS . 49
8.5.7 System integration and testing requirements . 51
8.6 Construction and commissioning . 51

– 4 – IEC 63082-2:2024 © IEC 2024
8.6.1 General . 51
8.6.2 Site staging . 52
8.6.3 Installation . 53
8.6.4 Provisioning . 53
8.6.5 Configuration . 53
8.6.6 Loop-checking and commissioning . 54
8.6.7 Training and personnel competency . 55
8.6.8 Handover . 56
8.6.9 PSSR . 56
8.6.10 Startup . 56
8.7 Operations and maintenance . 56
8.7.1 General . 56
8.7.2 Intelligent device continuous monitoring, problem identification, problem
diagnosis processes . 57
8.7.3 Intelligent device calibration . 58
8.7.4 Repair processes . 59
8.7.5 Intelligent device replacement . 61
8.7.6 Intelligent device inventory management . 64
8.7.7 Post-repair processes . 65
8.8 Turnarounds . 66
8.8.1 General . 66
8.8.2 Preparation for turnaround . 67
8.8.3 Turnaround planning . 67
8.8.4 Turnaround execution . 67
8.8.5 Recommission and start-up . 68
8.9 Decommissioning . 68
8.9.1 General . 68
8.9.2 Archiving IDM data . 68
8.9.3 Removal of devices . 68
8.9.4 Refurbishment (for return to inventory) . 69
8.9.5 Disposal (non-salvage) . 69
9 Supplier requirements. 69
9.1 Objective . 69
9.2 General . 69
9.3 Products . 69
9.3.1 Devices . 69
9.3.2 IACS . 70
9.3.3 Software . 71
9.4 Services . 72
9.4.1 Engineering/project support . 72
9.4.2 Operations and maintenance support. 72
9.4.3 Personnel competency . 72
9.4.4 Cybersecurity . 73
9.5 Device support tools . 73
9.5.1 Intelligent device templates . 73
9.5.2 IDM toolkits . 73
9.5.3 Interoperability support of intelligent device management system . 74
9.5.4 Migration, configuration, and maintenance tools . 74
10 Information management . 74

10.1 Objective . 74
10.2 General . 75
10.3 Information collection, exchange, reconciliation, and storage . 75
10.3.1 Collection and reconciliation . 75
10.3.2 Cybersecurity . 76
10.3.3 Information storage and retention procedures . 76
10.3.4 Data management functions . 77
10.4 IDM information . 78
10.4.1 General . 78
10.4.2 Information: Maintenance and reliability records . 78
10.4.3 Information: Models and calculations . 79
10.4.4 Information: Documents and drawings . 79
10.4.5 Information: Identification of work processes and procedures . 79
10.4.6 Information: Worker role competency . 79
10.4.7 Information: Intelligent device configuration . 79
10.4.8 Information: Toolkits . 80
Annex A (informative) Clause explanation notes . 81
A.4 Foundational requirements for IDM . 81
A.4.1 Objective . 81
A.4.2 General . 81
A.4.3 Management functions . 81
A.4.4 Formal and informal work process and procedures . 81
A.4.5 Management of change . 81
A.5 Risk management . 81
A.5.1 Objective . 81
A.5.2 General . 81
A.5.3 IDM program requirements . 82
A.5.4 Program coordination . 82
A.5.5 Facility level risk management . 82
A.5.6 Supplier risk management . 82
A.5.7 Information management risks . 82
A.5.8 Cybersecurity risk management . 82
A.6 Enterprise level management for IDM . 82
A.6.1 Objective . 82
A.6.2 General . 82
A.6.3 Organization and resources . 83
A.6.4 Developing and maintaining IDM program . 83
A.6.5 Supplier management . 84
A.6.6 Developing and maintaining IDM work process templates . 84
A.6.7 IDM program management and design. 85
A.7 Implementing coordination between enterprise, facilities, and suppliers . 85
A.7.1 Objective . 85
A.7.2 General . 85
A.7.3 Implementing IDM . 85
A.7.4 Coordination for continuous improvement . 86
A.7.5 Coordination with other enterprise programs . 86
A.8 Facility life cycle phases . 87
A.8.1 Objective . 87
A.8.2 General . 87

– 6 – IEC 63082-2:2024 © IEC 2024
A.8.3 Managing facility life cycle phases . 87
A.8.4 Scope development . 88
A.8.5 Design and engineering . 90
A.8.6 Construction and commissioning . 91
A.8.7 Operations and maintenance . 93
A.8.8 Turnarounds . 96
A.8.9 Decommissioning . 97
A.9 Supplier requirements . 97
A.9.1 Objective . 97
A.9.2 General . 97
A.9.3 Products . 97
A.9.4 Services . 98
A.9.5 Device support tools . 98
A.10 Information management . 98
A.10.1 Objective . 98
A.10.2 General . 98
A.10.3 Information collection, exchange, reconciliation, and storage . 98
A.10.4 IDM information . 99
Bibliography . 100

Figure A.1 – Overview of loop repair process . 94
Figure A.2 – Overview of new design evaluation and intelligent device replacement . 95

Table A.1 – Installation guideline documents . 92

INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
INTELLIGENT DEVICE MANAGEMENT –

Part 2: Requirements and recommendations

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
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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
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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 63082-2 has been prepared by subcommittee 65E: Devices and integration in enterprise
systems, of IEC Technical Committee 65: Industrial-process measurement, control and
automation. It is an International Standard.
The text of this International Standard is based on the following documents:
Draft Report on voting
65E/1079/FDIS 65E/1112/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.

– 8 – IEC 63082-2:2024 © IEC 2024
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.
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.
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) business providers, system
integrators, suppliers and consultants.
The IEC 63082 series is not intended to replace or contradict other standards, for example
IEC 61511 series for safety instrumented systems and IEC 62443 series for cybersecurity.
IEC TR 63082-1 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. IEC TR 63082-1 provides basic knowledge to understand the
concepts of intelligent device management necessary to implement an IDM program.
This document provides provisions (requirements and recommendations). Additional
information on why a requirement is given are provided in informative Annex A. The information
provided in IEC TR 63082-1 is intended to be useful as background material for better
understanding of provisions in this document.

– 10 – IEC 63082-2:2024 © IEC 2024
INTELLIGENT DEVICE MANAGEMENT –

Part 2: Requirements and recommendations

1 Scope
This part of IEC 63082 specifies requirements and recommendations for establishing and
maintaining intelligent device management (IDM) as outlined in IEC TR 63082-1 in an enterprise
having one or more facilities.
The following topics are included in the scope of this document:
• optimizing functionality and performance of intelligent devices for their use;
• managing information related to IDM;
• integrating intelligent devices into industrial automation and control systems (IACS) in
facilities;
• exchanging information between stakeholders that achieve and sustain IDM;
• coordinating multiple asynchronous IDM life cycles.
The following topics are outside the scope of this document:
• defining and determining the function and performance of intelligent devices;
• defining and specifying technologies and tools that provide, preserve and manage
information related to IDM such as FDT, FDI, portable online and offline tools, configuration
tools, historians, and maintenance planning tools;
• defining and specifying technologies and tools that are used to design intelligent devices;
• defining and specifying communication network architecture, communication technologies,
cybersecurity requirements, and network management requirements.
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 62381, Automation systems in the process industry – Factory acceptance test (FAT), site
acceptance test (SAT), and site integration test (SIT)
IEC 62382, Control systems in the process industry – Electrical and instrumentation loop check
IEC 62443 (all parts), Industrial communication networks – Network and system security
IEC TR 63082-1:2020, Intelligent device management – Part 1: Concepts and terminology

3 Terms, definitions, abbreviated terms and conventions
3.1 Terms and definitions
For the purposes of this document, the terms and definitions given in IEC TR 63082-1 and the
following 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
3.1.1
certification
procedure by which a third party gives documented assurance that a product, process, or
service conforms to specified requirements
[SOURCE: IEC 61400-22:2010,3.4, modified – "written" was replaced with "documented" and
"also known as conformity assessment" was deleted.]
3.1.2
decommissioning
act of taking an engineered system or component out of service, render it inoperative, dismantle
and decontaminate it
[SOURCE: ISO 27914:2017, 3.13, modified – "decommission" was replaced with
"decommissioning", and "take" was replaced with "act of taking".]
3.1.3
device monitoring
functions and activities to track behaviour of a device, and for all calls associated with the
device
[SOURCE: ISO/IEC TR 18053:2000, 3.141, modified – "Device-Type Monitor" was replaced
with "device monitoring", "A monitor that tracks” was replaced with "functions and activities to
track", and "providing notification of events for the device" was removed.]
3.1.4
foundational requirement
requirement that serves as a basis for derivation of detailed requirements
EXAMPLE Management of risk, management of functionality and performance, management of change.
Note 1 to entry: It is possible that foundational requirements are not directly actionable, but their derived
requirements should be a basis for action.
3.1.5
organization
body that is based on the membership of other bodies or individuals and has an established
constitution and its own administration
[SOURCE: ISO/IEC Guide 2:2004, 4.2]
3.1.6
owner operator
enterprise or agency responsible for the day-to-day operation of a facility
Note 1 to entry: The owner operator can contractually delegate some or all these responsibilities.

– 12 – IEC 63082-2:2024 © IEC 2024
3.1.7
quality management system
QMS
organization framework whose structure provides the policies, processes, procedures, and
resources required to implement the quality management plan
Note 1 to entry: The typical project quality management plan should be compatible to the organization's quality
management system.
[SOURCE: ISO/IEC 30105-4:2016, 3.41, modified – "the" was deleted.]
3.1.8
requirement
expression, in the content of a document, that conveys objectively verifiable criteria to be
fulfilled and from which no deviation is permitted if conformance with the document is to be
claimed
Note 1 to entry: Requirements can describe an essential service, capability, feature or activity.
[SOURCE: ISO/IEC Directives Part 2:2021, 3.3.3]
3.1.9
supplier
party that produces, provides, or furnishes an item, system, or service
[SOURCE: ISO 28219:2017, 3.11, modified – "system" was added.]
3.1.10
tool
executable software program which interacts with the user to perform some function
EXAMPLE Link scheduling software (LSS).
[SOURCE: IEC 61158-4-2:2023, 3.4.73]
3.2 Abbreviated terms
AVL approved vendor list
CAE computer aided engineering
CMMS computerized maintenance management system
DIN Deutsches Institut für Normung (German Institute for Standardization)
DTM device type manager
EAM enterprise asset maintenance
EDD electronic device description file
EPC engineering, procurement, and construction
ERP enterprise resource pl
...