Cause and effect matrix

IEC 62881:2018 addresses the setting and implementation of C&E matrices for a consistent use in engineering activities. It aims to describe a simple format used to support a consistent exchange of information between different engineering disciplines involved in project or maintenance activities. The document defines the minimum requirements of the C&E matrix content, which is derived from existing design documents, for example P&ID or verbal descriptions.
The transfer of the relations defined in C&E matrices into a functional or source code for the application programming of PLC/DCS is out of the scope of this document. In addition, this document does not cover the implementation of complex and/or sequential logics at a dedicated automation platform, which will require additional stipulations to be done/ followed.
It is understood, that C&E matrices in fact can be used to document the fault reactions of the plant equipment and therefore can be used as reference point for the necessary safety verifications to be applied.
C&E matrices as defined in this document do not have the same scope as Fishbone or Ishikawa diagrams, which are often named in the literature as cause and effect diagrams.
The contents of the interpretation sheet of April 2019 have been included in this copy.

Matrice des causes et effets

IEC 62881:2018 traite de la définition et de la mise en œuvre des matrices C&E pour une utilisation cohérente dans le cadre des activités d'ingénierie. Son objectif est de spécifier un format simple de prise en charge d'un échange cohérent d'informations entre les différentes disciplines techniques intervenant dans les activités liées au projet ou de maintenance. Le document définit les exigences minimales concernant le contenu des matrices C&E issu des documents de conception existants, par exemple des plans de tuyauterie et d'instrumentation ou des descriptions verbales.
La transformation des relations définies dans les matrices C&E en un code fonctionnel ou source pour la programmation d'application des AP/DCS ne relève pas du domaine d'application du présent document. De plus, le présent document ne traite pas de la mise en œuvre de logiques complexes et/ou séquentielles sur une plate-forme d'automatisation dédiée, qui exige la définition/le respect de spécifications supplémentaires.
Il est entendu que les matrices C&E peuvent en fait servir à documenter les réactions aux anomalies des équipements d'une installation et par conséquent être également utilisées comme point de référence pour les vérifications de sécurité nécessaires à effectuer.
Les matrices C&E telles que définies dans le présent document ne relèvent pas du même domaine d’application que les diagrammes en arête de poisson ou diagrammes d’Ishikawa, également appelés diagrammes de causes-effets dans les ouvrages de référence.
Le contenu de la feuille d'interprétation d'avril 2019 a été pris en considération dans cet exemplaire.

General Information

Status
Published
Publication Date
09-Oct-2018
Current Stage
PPUB - Publication issued
Start Date
28-Sep-2018
Completion Date
10-Oct-2018
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IEC 62881 ®
Edition 1.0 2018-10
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Cause and effect matrix
Matrice des causes et effets
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IEC 62881 ®
Edition 1.0 2018-10
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Cause and effect matrix
Matrice des causes et effets
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 25.040.40 ISBN 978-2-8322-6078-4

– 2 – IEC 62881:2018 © IEC 2018
CONTENTS
FOREWORD . 3
INTRODUCTION . 5
1 Scope . 6
2 Normative references . 6
3 Terms, definitions and abbreviated terms . 6
3.1 Terms and definitions . 6
3.2 Abbreviated terms . 7
4 Conformity . 8
5 Design of C&E matrices . 8
5.1 Layout principles . 8
5.2 Attributes of causes . 8
5.3 Attributes of effects . 9
5.4 Attributes of relations . 9
5.5 Marking of changes and modifications . 9
6 Use of C&E matrices . 10
6.1 Uniform, interdisciplinary access to functional description . 10
6.2 Application for linear logic . 10
6.3 Application for non-linear logic . 10
6.4 Project workflow. 11
7 Examples . 12
7.1 C&E matrix with minimum requirement for cause and effect,
and alternative 1 for relations . 12
7.2 C&E matrix with minimum requirement for cause and effect,
and alternative 2 for relations . 13
7.3 C&E matrix with optional attributes for cause and effect, and alternative 2
for relations . 14
Bibliography . 15

Figure 1 – C&E matrix . 8
Figure 2 – Project workflow . 11
Figure 3 – C&E matrix with minimum requirement for cause and effect, and alternative
1 for relations . 12
Figure 4 – C&E matrix with minimum requirement for cause and effect, and alternative
2 for relations . 13
Figure 5 – C&E matrix with optional attributes for cause and effect, and alternative 2
for relations . 14

INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
CAUSE AND EFFECT MATRIX
FOREWORD
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International Standard IEC 62881 has been prepared by IEC technical committee 65:
Industrial-process measurement, control and automation.
The text of this standard is based on the following documents:
FDIS Report on voting
65/701/FDIS 65/711/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.

– 4 – IEC 62881:2018 © IEC 2018
The committee has decided that the contents of this publication will remain unchanged until
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