IEC 62682:2022
(Main)Management of alarm systems for the process industries
Management of alarm systems for the process industries
IEC 62682:2022 specifies general principles and processes for the management of alarm systems based on controls system and human-machine interfaces (HMI) for facilities in the process industries. It covers all alarms to be presented to the operator through the control system, which includes alarms from basic process control systems, annunciators, packaged systems, and safety instrumented systems.
The practices in this document are applicable to continuous, batch, and discrete processes. There can be differences in implementation to meet the specific needs based on process type.
The primary function within the alarm system is to notify operators of abnormal process conditions or equipment malfunctions and support the response. The alarm systems can include both the basic process control system (BPCS) and the safety instrumented system (SIS), each of which uses measurements of process conditions and logic to generate alarms. Figure 1 illustrates the concepts of alarm and response dataflow through the alarm system. The alarm system also includes a mechanism for communicating the alarm information to the operator via an HMI, usually a computer screen or an annunciator. Additional functions of the alarm system are an alarm and event log, an alarm historian, and the generation of performance metrics for the alarm system. There are external systems that can use the data from the alarm system.
Gestion de systèmes d'alarme dans les industries de transformation
L'IEC 62682:2022 spécifie les principes et les processus généraux pour la gestion de systèmes d’alarme basés sur des systèmes de commande et des interfaces homme-machine (IHM) pour des moyens dans les industries de transformation. Il couvre toutes les alarmes présentées à l’opérateur par le système de commande, qui incluent les systèmes de commande de processus de base, les annonceurs, les systèmes conditionnés et les systèmes instrumentés de sécurité.
Les pratiques dans le présent document sont applicables aux processus continus, aux processus par lots et aux processus discrets. Il peut y avoir des différences de mise en œuvre pour satisfaire aux besoins spécifiques en fonction du type de processus.
La fonction première du système d’alarme est de notifier aux opérateurs les conditions de processus anormales ou les dysfonctionnements du matériel et d’aider à leur résolution. Les systèmes d’alarme peuvent inclure tant le système de commande de processus de base (BPCS) que le système instrumenté de sécurité (SIS), qui utilisent chacun les mesures des conditions de processus et une logique pour produire des alarmes. La Figure 1 représente les concepts d’alarme et de flux de données de réponse dans le système d’alarme. Le système d’alarme inclut également un mécanisme pour communiquer les informations d’alarme à l’opérateur par l’intermédiaire d’une IHM, habituellement un écran de calculateur ou un annonceur. Les fonctions supplémentaires du système d’alarme consistent en un journal des alarmes et des événements, un historique des alarmes et la production d’une métrique de performances pour le système d’alarme. Il existe des systèmes externes qui peuvent utiliser les données issues du système d’alarme.
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IEC 62682 ®
Edition 2.0 2022-12
COMMENTED VERSION
INTERNATIONAL
STANDARD
colour
inside
Management of alarm systems for the process industries
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IEC 62682 ®
Edition 2.0 2022-12
COMMENTED VERSION
INTERNATIONAL
STANDARD
colour
inside
Management of alarm systems for the process industries
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
ICS 13.320; 25.040.40 ISBN 978-2-8322-6270-2
– 2 – IEC 62682:2022 CMV © IEC 2022
CONTENTS
FOREWORD .9
INTRODUCTION . 11
1 Scope . 12
1.1 General applicability . 12
1.2 Exclusions and inclusions . 14
1.2.1 Operators . 14
1.2.2 Process sensors and final control elements . 14
1.2.3 Annunciators . 14
1.2.4 Human machine interface . 14
1.2.5 Safety instrumented systems . 14
1.2.6 Fire and gas detection and protective systems . 14
1.2.7 Security systems . 14
1.2.8 Packaged systems. 14
1.2.9 Event data . 15
1.2.10 Alarm identification methods . 15
1.2.11 Management of change . 15
1.2.12 Purchase specification . 15
2 Normative references . 15
3 Terms, definitions and abbreviated terms . 15
3.1 Terms and definitions . 15
3.2 Abbreviated terms . 25
4 Conformance to this document . 26
4.1 Conformance guidance . 26
4.2 Existing systems . 26
4.3 Use of required functionalities . 26
4.4 Responsibility . 26
4.5 Local Jurisdictions . 26
5 Alarm system models . 26
5.1 Alarm systems . 26
5.2 Alarm management life cycle . 26
5.2.1 Alarm management life cycle model . 26
5.2.2 Alarm management life cycle stages . 28
5.2.3 Alarm management life cycle entry points . 31
5.2.4 Simultaneous and encompassing stages . 31
5.2.5 Alarm management life cycle loops . 31
5.2.6 Alarm management life cycle stage inputs and outputs . 32
5.3 Alarm states . 33
5.3.1 Alarm state transition diagram. 33
5.3.2 Alarm states . 35
5.3.3 Alarm state transition paths . 37
5.4 Alarm response timeline. 38
5.4.1 General . 38
5.4.2 Normal (A) . 39
5.4.3 Unacknowledged (B). 39
5.4.4 Acknowledged (C) and response . 39
5.4.5 Return-to-normal (D) . 40
5.4.6 Allowable response time . 40
5.4.7 Alarm setpoint . 40
5.4.8 Consequence threshold . 40
5.4.9 Alarm deadband . 40
5.5 Feedback model of operator-process interaction . 40
5.5.1 General . 40
5.5.2 Detect . 41
5.5.3 Diagnose . 41
5.5.4 Respond . 41
5.5.5 Performance shaping factors . 41
6 Alarm philosophy . 42
6.1 Purpose . 42
6.2 Alarm philosophy contents . 42
6.2.1 General . 42
6.2.2 Purpose of alarm system . 43
6.2.3 Definitions . 43
6.2.4 References. 43
6.2.5 Roles and responsibilities for alarm management . 43
6.2.6 Alarm design principles . 44
6.2.7 Alarm setpoint determination. 44
6.2.8 Prioritization method . 44
6.2.9 Alarm class definition. 44
6.2.10 Highly managed alarms . 44
6.2.11 Rationalization . 45
6.2.12 Alarm documentation . 45
6.2.13 Alarm design guidance . 45
6.2.14 Specific alarm design considerations. 46
6.2.15 HMI design principles . 46
6.2.16 Approved enhanced and advanced alarming techniques . 46
6.2.17 Implementation guidance . 46
6.2.18 Alarm response procedures . 46
6.2.19 Training . 47
6.2.20 Alarm shelving. 47
6.2.21 Alarm system maintenance . 47
6.2.22 Testing of the alarm system alarms . 47
6.2.23 Alarm system performance monitoring . 47
6.2.24 Alarm history preservation . 48
6.2.25 Management of change . 48
6.2.26 Alarm system management audit . 48
6.2.27 Related site procedures . 48
6.3 Alarm philosophy development and maintenance . 49
7 Alarm system requirements specification . 49
7.1 Purpose . 49
7.2 Recommendations . 49
7.3 Development . 50
7.4 Systems evaluation. 50
7.5 Packaged systems . 50
7.6 Customization . 50
7.7 Alarm system requirements testing verification . 51
– 4 – IEC 62682:2022 CMV © IEC 2022
8 Identification . 51
8.1 Purpose . 51
8.2 Alarm identification methods . 51
8.3 Identification training . 51
8.4 Identification documentation . 51
9 Rationalization . 52
9.1 Purpose . 52
9.2 Rationalization documentation . 52
9.2.1 Rationalization documentation requirements. 52
9.2.2 Rationalization documentation recommendations . 52
9.2.3 Plant states . 53
9.3 Alarm justification . 53
9.3.1 Alarm justification process . 53
9.3.2 Justification approach . 53
9.3.3 Individual alarm justification . 53
9.3.4 Impact on alarm system performance . 54
9.4 Alarm setpoint determination . 54
9.5 Prioritization . 54
9.6 Classification . 54
9.7 Review . 55
9.8 Removal of rejected alarms . 55
9.9 Use of Documentation . 55
10 Detailed design: basic alarm design . 55
10.1 Purpose . 55
10.2 Basic alarm design capabilities . 55
10.3 Usage of alarm states . 55
10.3.1 Alarm state triggering . 55
10.3.2 Alarm states and other logic functions . 56
10.3.3 Alarm suppression and other logic functions . 56
10.4 Alarm types . 56
10.5 Alarm attributes . 56
10.5.1 General . 56
10.5.2 Alarm description. 57
10.5.3 Alarm setpoints . 57
10.5.4 Alarm priority . 57
10.5.5 Alarm deadbands . 57
10.5.6 Alarm on-delay and off-delay . 58
10.6 Programmatic changes to alarm attributes . 58
10.7 Review of basic alarm design . 58
11 Detailed design: human-machine interface design for alarm systems . 58
11.1 Purpose . 58
11.2 HMI functions . 59
11.2.1 General . 59
11.2.2 HMI information requirements . 59
11.2.3 HMI functional requirements . 59
11.2.4 HMI functional recommendations . 59
11.2.5 HMI display requirements . 59
11.2.6 Alarm records requirements . 59
11.2.7 Alarm records recommendations . 60
11.3 Alarm states indications . 60
11.3.1 General . 60
11.3.2 Required alarm state indications . 60
11.3.3 Recommended alarm state indications . 60
11.3.4 Audible alarm state indications. 62
11.4 Alarm priority indications . 62
11.4.1 General . 62
11.4.2 Alarm priority indication requirements . 62
11.4.3 Colour alarm priority indications requirements . 62
11.4.4 Recommended alarm priority indications . 62
11.5 Alarm message indications . 63
11.5.1 General . 63
11.5.2 Recommended alarm message indications . 63
11.6 Alarm displays . 63
11.6.1 General . 63
11.6.2 Alarm summary display . 64
11.6.3 Alarm summary status . 65
11.6.4 Alarm log displays . 65
11.6.5 Process displays . 66
11.6.6 Tag detail displays. 66
11.6.7 Other display graphic elements . 66
11.7 Alarm shelving . 66
11.7.1 General . 66
11.7.2 Alarm shelving functional requirements . 66
11.7.3 Alarm shelving functional recommendations . 67
11.7.4 Shelved alarm displays . 67
11.8 Out-of-service alarms . 68
11.8.1 General . 68
11.8.2 Out-of-service alarm functional requirements . 68
11.8.3 Out-of-service alarm displays . 68
11.9 Alarms suppressed by design. 69
11.9.1 General . 69
11.9.2 Designed suppression functional requirements . 69
11.9.3 Designed suppression functional recommendations . 69
11.9.4 Suppressed-by-design displays . 69
11.10 Alarm annunciator integration . 70
11.10.1 General . 70
11.10.2 Alarm annunciator integration recommendations . 70
11.10.3 Alarm annunciator display integration recommendations . 70
11.11 Safety related alarm HMI . 70
11.11.1 General . 70
11.11.2 Independent safety related alarm HMI . 70
12 Detailed design: enhanced and advanced alarm methods alarming . 70
12.1 Purpose . 70
12.2 Basis of enhanced and advanced alarming . 71
12.2.1 General . 71
12.2.2 Effort, manpower requirements and complexity . 71
12.3 Information linking . 71
– 6 – IEC 62682:2022 CMV © IEC 2022
12.4 Logic-based alarming. 71
12.4.1 General . 71
12.4.2 Alarm attribute modification . 72
12.4.3 Externally enabled systems . 72
12.4.4 Logical alarm suppression and attribute modification . 72
12.4.5 State-based alarming . 72
12.5 Model-based alarming . 72
12.6 Additional alarming considerations . 72
12.6.1 General . 72
12.6.2 Non-control room considerations .
12.6.2 Remote alarm systems . 73
12.6.3 Supplementary alarm systems . 73
12.6.4 Batch process considerations . 73
12.7 Training, testing, and auditing systems . 74
12.8 Alarm attribute enforcement . 74
13 Implementation . 74
13.1 Purpose . 74
13.2 Implementation planning . 74
13.3 Implementation training. 74
13.3.1 General . 74
13.3.2 Implementation training requirements for new or modified alarms . 74
13.3.3 Implementation training requirements .
13.3.3 Training documentation requirements for new or modified highly
managed alarms . 75
13.3.4 Training documentation recommendations for new or modified alarms . 75
13.3.5 Implementation training requirements for new or modified alarm
systems . 75
13.3.6 Implementation training recommendations for new or modified alarm
systems . 75
13.4 Implementation testing and validation verification . 75
13.4.1 General . 75
13.4.2 Implementation testing requirements for highly managed alarms . 75
13.4.3 Implementation testing recommendations for new or modified alarms . 76
13.4.4 Implementation testing requirements for new or modified alarm systems . 76
13.5 Implementation documentation . 76
13.5.1 General . 76
13.5.2 Documentation requirements . 76
13.5.3 Implementation documentation recommendations . 77
14 Operation . 77
14.1 Purpose . 77
14.2 Alarm response procedures . 77
14.2.1 Alarm response procedures requirements. 77
14.2.2 Alarm response procedure recommendations . 77
14.3 Alarm shelving . 78
14.3.1 Alarm shelving requirements . 78
14.3.2 Alarm shelving for highly managed alarms . 78
14.3.3 Alarm shelving recommendations . 78
14.3.4 Alarm shelving record requirements . 78
14.3.5 Shift change procedures and alarm review . 78
14.4 Refresher training for operators . 78
14.4.1 Refresher training requirements for operators . 78
14.4.2 Refresher training documentation requirements for highly managed
alarms . 78
14.4.3 Refresher training content for highly managed alarms . 79
14.4.4 Refresher training recommendations for alarms . 79
15 Maintenance . 79
15.1 Purpose . 79
15.2 Periodic alarm testing . 79
15.2.1 General . 79
15.2.2 Periodic alarm testing requirements . 79
15.2.3 Periodic alarm testing for highly managed alarms . 79
15.2.4 Periodic alarm test procedure requirements . 80
15.2.5 Periodic alarm test procedure recommendations . 80
15.2.6 Periodic alarm testing recommendations . 80
15.3 Out-of-service alarms . 80
15.3.1 General . 80
15.3.2 Out-of-service process requirements . 80
15.3.3 Out-of-service highly managed alarms . 80
15.3.4 Out-of-service process recommendations . 81
15.3.5 Requirements for returning alarms to service . 81
15.4 Equipment repair . 81
15.5 Equipment replacement . 81
15.6 Refresher training for maintenance. 81
15.6.1 General requirements . 81
15.6.2 Refresher training requirements for highly managed alarms . 81
15.6.3 Refresher training recommendations for alarms . 81
16 Monitoring and assessment . 81
16.1 Purpose . 81
16.2 Requirements .
16.3 Monitoring, assessment, audit, and benchmark .
16.4 Alarm system monitoring .
16.2 Performance monitoring requirements . 82
16.3 Monitoring and assessment . 82
16.3.1 General . 82
16.3.2 Alarm system performance metrics. 83
16.3.3 Average alarm rate per operator console . 83
16.3.4 Peak alarm rate per operator console . 83
16.3.5 Alarm floods . 84
16.3.6 Frequently occurring alarms . 84
16.3.7 Chattering and fleeting alarms . 85
16.3.8 Stale alarms . 85
16.3.9 Annunciated alarm priority distribution . 85
16.3.10 Rationalization and alarm priority distribution . 86
16.4 Unauthorized alarm suppression . 86
16.5 Alarm attribute monitoring . 86
16.6 Reporting of alarm system analyses . 86
16.7 Alarm performance metric summary . 86
– 8 – IEC 62682:2022 CMV © IEC 2022
17 Management of change . 87
17.1 Purpose . 87
17.2 Changes subject to management of change . 87
17.3 Change documentation requirements . 88
17.4 Change documentation recommendations .
17.4 Alarm removal recommendations . 88
17.5 Alarm attribute modification documentation review recommendations . 89
18 Audit . 89
18.1 Purpose . 89
18.2 Benchmark . 89
18.3 Initial audit or benchmark Audit requirements . 89
18.4 Audit interviews . 89
18.5 Audit process recommendations . 90
18.6 Action plans . 90
Bibliography . 91
List of comments . 92
Figure 1 – Alarm system dataflow . 13
Figure 2 – Alarm management life cycle . 28
Figure 3 – Alarm state transition diagram . 35
Figure 4 – Alarm response timeline . 39
Figure 5 – Feedback model of operator-process interaction . 41
Table 1 – Alarm management life cycle stage inputs and outputs . 33
Table 2 – Summary of alarm states . 37
Table 3 – Required and recommended alarm philosophy contents . 42
Table 4 – Recommended alarm state indications . 62
Table 5 – Average alarm rates . 83
Table 6 – Example annunciated alarm priority distribution . 85
Table 7 – Recommended alarm performance metrics summary . 87
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
MANAGEMENT OF ALARM SYSTEMS
FOR THE PROCESS INDUSTRIES
FOREWORD
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This commented version (CMV) of the official standard IEC 62682:2022 edition 2.0 allows
the user to identify the changes made to the previous IEC 62682:2014 edition 1.0.
Furthermore, comments from IEC SC 65A experts are provided to explain the reasons of
the most relevant changes, or to clarify any part of the content.
A vertical bar appears in the margin wherever a change has been made. Additions are in
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This publication contains the CMV and the official standard. The full list of comments is
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– 10 – IEC 62682:2022 CMV © IEC 2022
IEC 62682 has been prepared by subcommittee 65A: System aspects, of IEC technical
committee 65: Industrial-process measurement, control and automation. It is an International
Standard.
This second edition cancels and replaces the first edition published in 2014. This edition
constitutes a technical revision.
This edition includes minor technical changes with respect to the previous edition, based on
changes to ANSI/ISA-18.2:2016. These include the inclusion of packaged systems in the scope
(Clause 1), definitions (Clause 3) and alarm system requirements specification (Clause 7).
There are changes to improve clarity in wording throughout the document.
...
IEC 62682 ®
Edition 2.0 2022-12
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
Management of alarm systems for the process industries
Gestion de systèmes d’alarme dans les industries de transformation
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
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International Standards for all electrical, electronic and related technologies.
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IEC 62682 ®
Edition 2.0 2022-12
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
Management of alarm systems for the process industries
Gestion de systèmes d’alarme dans les industries de transformation
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 13.320; 25.040.40 ISBN 978-2-8322-5885-9
– 2 – IEC 62682:2022 © IEC 2022
CONTENTS
FOREWORD . 9
INTRODUCTION . 11
1 Scope . 12
1.1 General applicability . 12
1.2 Exclusions and inclusions . 13
1.2.1 Operators . 13
1.2.2 Process sensors and final control elements . 13
1.2.3 Annunciators . 13
1.2.4 Human machine interface . 13
1.2.5 Safety instrumented systems . 14
1.2.6 Fire and gas detection and protective systems . 14
1.2.7 Security systems . 14
1.2.8 Packaged systems . 14
1.2.9 Event data . 14
1.2.10 Alarm identification methods . 14
1.2.11 Management of change . 14
1.2.12 Purchase specification . 14
2 Normative references . 14
3 Terms, definitions and abbreviated terms . 15
3.1 Terms and definitions . 15
3.2 Abbreviated terms . 24
4 Conformance to this document . 25
4.1 Conformance guidance . 25
4.2 Existing systems . 25
4.3 Use of required functionalities . 25
4.4 Responsibility . 25
4.5 Local Jurisdictions . 25
5 Alarm system models . 25
5.1 Alarm systems . 25
5.2 Alarm management life cycle . 25
5.2.1 Alarm management life cycle model . 25
5.2.2 Alarm management life cycle stages . 26
5.2.3 Alarm management life cycle entry points . 29
5.2.4 Simultaneous and encompassing stages . 29
5.2.5 Alarm management life cycle loops . 29
5.2.6 Alarm management life cycle stage inputs and outputs . 30
5.3 Alarm states . 31
5.3.1 Alarm state transition diagram . 31
5.3.2 Alarm states . 32
5.3.3 Alarm state transition paths . 34
5.4 Alarm response timeline . 35
5.4.1 General . 35
5.4.2 Normal (A) . 36
5.4.3 Unacknowledged (B) . 36
5.4.4 Acknowledged (C) and response . 36
5.4.5 Return-to-normal (D). 37
5.4.6 Allowable response time . 37
5.4.7 Alarm setpoint . 37
5.4.8 Consequence threshold . 37
5.4.9 Alarm deadband . 37
5.5 Feedback model of operator-process interaction . 37
5.5.1 General . 37
5.5.2 Detect . 38
5.5.3 Diagnose . 38
5.5.4 Respond . 38
5.5.5 Performance shaping factors . 38
6 Alarm philosophy . 39
6.1 Purpose . 39
6.2 Alarm philosophy contents . 39
6.2.1 General . 39
6.2.2 Purpose of alarm system . 40
6.2.3 Definitions . 40
6.2.4 References . 40
6.2.5 Roles and responsibilities for alarm management . 40
6.2.6 Alarm design principles . 40
6.2.7 Alarm setpoint determination . 41
6.2.8 Prioritization method . 41
6.2.9 Alarm class definition. 41
6.2.10 Highly managed alarms . 41
6.2.11 Rationalization . 41
6.2.12 Alarm documentation . 42
6.2.13 Alarm design guidance . 42
6.2.14 Specific alarm design considerations . 42
6.2.15 HMI design principles . 42
6.2.16 Approved enhanced and advanced alarming techniques . 43
6.2.17 Implementation guidance . 43
6.2.18 Alarm response procedures . 43
6.2.19 Training . 43
6.2.20 Alarm shelving . 43
6.2.21 Alarm system maintenance . 43
6.2.22 Testing of alarms . 43
6.2.23 Alarm system performance monitoring . 44
6.2.24 Alarm history preservation . 44
6.2.25 Management of change . 44
6.2.26 Alarm management audit . 44
6.2.27 Related site procedures . 44
6.3 Alarm philosophy development and maintenance . 45
7 Alarm system requirements specification . 45
7.1 Purpose . 45
7.2 Recommendations . 45
7.3 Development . 46
7.4 Systems evaluation . 46
7.5 Packaged systems . 46
7.6 Customization . 46
7.7 Alarm system requirements verification . 46
– 4 – IEC 62682:2022 © IEC 2022
8 Identification . 46
8.1 Purpose . 46
8.2 Alarm identification methods . 47
8.3 Identification training . 47
8.4 Identification documentation . 47
9 Rationalization . 47
9.1 Purpose . 47
9.2 Rationalization documentation . 48
9.2.1 Rationalization documentation requirements . 48
9.2.2 Rationalization documentation recommendations . 48
9.2.3 Plant states . 48
9.3 Alarm justification . 48
9.3.1 Alarm justification process . 48
9.3.2 Justification approach . 49
9.3.3 Individual alarm justification . 49
9.3.4 Impact on alarm system performance . 49
9.4 Alarm setpoint determination. 49
9.5 Prioritization . 50
9.6 Classification . 50
9.7 Review . 50
9.8 Removal of rejected alarms . 50
9.9 Documentation . 50
10 Detailed design: basic alarm design . 50
10.1 Purpose . 50
10.2 Basic alarm design capabilities . 51
10.3 Usage of alarm states . 51
10.3.1 Alarm state triggering . 51
10.3.2 Alarm states and other logic functions . 51
10.3.3 Alarm suppression and other logic functions . 51
10.4 Alarm types . 51
10.5 Alarm attributes . 52
10.5.1 General . 52
10.5.2 Alarm description . 52
10.5.3 Alarm setpoints . 52
10.5.4 Alarm priority . 52
10.5.5 Alarm deadbands . 52
10.5.6 Alarm on-delay and off-delay . 53
10.6 Programmatic changes to alarm attributes . 53
10.7 Review of basic alarm design . 53
11 Detailed design: human-machine interface design for alarm systems . 54
11.1 Purpose . 54
11.2 HMI functions . 54
11.2.1 General . 54
11.2.2 HMI information requirements . 54
11.2.3 HMI functional requirements . 54
11.2.4 HMI functional recommendations . 54
11.2.5 HMI display requirements . 54
11.2.6 Alarm records requirements . 55
11.2.7 Alarm records recommendations . 55
11.3 Alarm states indications . 55
11.3.1 General . 55
11.3.2 Required alarm state indications . 55
11.3.3 Recommended alarm state indications . 55
11.3.4 Audible alarm state indications . 57
11.4 Alarm priority indications . 57
11.4.1 General . 57
11.4.2 Alarm priority indication requirements . 57
11.4.3 Colour alarm priority indications requirements . 57
11.4.4 Recommended alarm priority indications . 57
11.5 Alarm message indications . 58
11.5.1 General . 58
11.5.2 Recommended alarm message indications . 58
11.6 Alarm displays . 58
11.6.1 General . 58
11.6.2 Alarm summary display . 59
11.6.3 Alarm summary status . 60
11.6.4 Alarm log displays . 60
11.6.5 Process displays. 61
11.6.6 Tag detail displays . 61
11.6.7 Other graphic elements . 61
11.7 Alarm shelving . 61
11.7.1 General . 61
11.7.2 Alarm shelving functional requirements. 61
11.7.3 Alarm shelving functional recommendations . 62
11.7.4 Shelved alarm displays . 62
11.8 Out-of-service alarms . 62
11.8.1 General . 62
11.8.2 Out-of-service alarm functional requirements . 63
11.8.3 Out-of-service alarm displays . 63
11.9 Alarms suppressed by design . 63
11.9.1 General . 63
11.9.2 Designed suppression functional requirements . 64
11.9.3 Designed suppression functional recommendations . 64
11.9.4 Suppressed-by-design displays . 64
11.10 Alarm annunciator integration . 65
11.10.1 General . 65
11.10.2 Alarm annunciator integration recommendations . 65
11.10.3 Alarm annunciator display integration recommendations . 65
11.11 Safety related alarm HMI . 65
11.11.1 General . 65
11.11.2 Independent safety related alarm HMI . 65
12 Detailed design: enhanced and advanced alarming . 65
12.1 Purpose . 65
12.2 Basis of enhanced and advanced alarming . 66
12.2.1 General . 66
12.2.2 Effort, manpower requirements and complexity . 66
12.3 Information linking . 66
– 6 – IEC 62682:2022 © IEC 2022
12.4 Logic-based alarming . 66
12.4.1 General . 66
12.4.2 Alarm attribute modification . 66
12.4.3 Externally enabled systems . 66
12.4.4 Logical alarm suppression and attribute modification . 66
12.4.5 State-based alarming . 66
12.5 Model-based alarming . 67
12.6 Additional alarming considerations . 67
12.6.1 General . 67
12.6.2 Remote alarm systems . 67
12.6.3 Supplementary alarm systems . 67
12.6.4 Batch process considerations . 67
12.7 Training, testing, and auditing systems . 68
12.8 Alarm attribute enforcement . 68
13 Implementation . 68
13.1 Purpose . 68
13.2 Implementation planning . 68
13.3 Implementation training . 69
13.3.1 General . 69
13.3.2 Implementation training requirements for new or modified alarms . 69
13.3.3 Training documentation requirements for new or modified highly
managed alarms . 69
13.3.4 Training documentation recommendations for new or modified alarms . 69
13.3.5 Implementation training requirements for new or modified alarm
systems . 69
13.3.6 Implementation training recommendations for new or modified alarm
systems . 69
13.4 Implementation testing and verification . 69
13.4.1 General . 69
13.4.2 Implementation testing requirements for highly managed alarms . 70
13.4.3 Implementation testing recommendations for new or modified alarms . 70
13.4.4 Implementation testing requirements for new or modified alarm systems . 70
13.5 Implementation documentation . 70
13.5.1 General . 70
13.5.2 Documentation requirements . 70
13.5.3 Implementation documentation recommendations . 71
14 Operation . 71
14.1 Purpose . 71
14.2 Alarm response procedures . 71
14.2.1 Alarm response procedures requirements . 71
14.2.2 Alarm response procedure recommendations . 71
14.3 Alarm shelving . 72
14.3.1 Alarm shelving requirements . 72
14.3.2 Alarm shelving for highly managed alarms . 72
14.3.3 Alarm shelving recommendations . 72
14.3.4 Alarm shelving record requirements . 72
14.3.5 Shift change procedures and alarm review . 72
14.4 Refresher training for operators . 72
14.4.1 Refresher training requirements for operators . 72
14.4.2 Refresher training documentation requirements for highly managed
alarms . 72
14.4.3 Refresher training content for highly managed alarms . 73
14.4.4 Refresher training recommendations for alarms . 73
15 Maintenance . 73
15.1 Purpose . 73
15.2 Periodic alarm testing . 73
15.2.1 General . 73
15.2.2 Periodic alarm testing requirements . 73
15.2.3 Periodic alarm testing for highly managed alarms . 73
15.2.4 Periodic alarm test procedure requirements . 74
15.2.5 Periodic alarm test procedure recommendations . 74
15.2.6 Periodic alarm testing recommendations . 74
15.3 Out-of-service alarms . 74
15.3.1 General . 74
15.3.2 Out-of-service process requirements . 74
15.3.3 Out-of-service highly managed alarms . 74
15.3.4 Out-of-service process recommendations . 75
15.3.5 Requirements for returning alarms to service . 75
15.4 Equipment repair . 75
15.5 Equipment replacement . 75
15.6 Refresher training for maintenance . 75
15.6.1 General requirements . 75
15.6.2 Refresher training requirements for highly managed alarms . 75
15.6.3 Refresher training recommendations for alarms . 75
16 Monitoring and assessment . 75
16.1 Purpose . 75
16.2 Performance monitoring requirements . 76
16.3 Monitoring and assessment . 76
16.3.1 General . 76
16.3.2 Alarm system performance metrics . 76
16.3.3 Average alarm rate per operator console . 76
16.3.4 Peak alarm rate per operator console . 77
16.3.5 Alarm floods . 77
16.3.6 Frequently occurring alarms . 77
16.3.7 Chattering and fleeting alarms . 77
16.3.8 Stale alarms . 78
16.3.9 Annunciated alarm priority distribution . 78
16.3.10 Rationalization and alarm priority distribution . 78
16.4 Unauthorized alarm suppression . 78
16.5 Alarm attribute monitoring . 79
16.6 Reporting of alarm system analyses . 79
16.7 Alarm performance metric summary . 79
17 Management of change . 79
17.1 Purpose . 79
17.2 Changes subject to management of change . 80
17.3 Change documentation requirements . 80
17.4 Alarm removal recommendations . 80
17.5 Alarm documentation review recommendations . 80
– 8 – IEC 62682:2022 © IEC 2022
18 Audit . 80
18.1 Purpose . 80
18.2 Benchmark . 80
18.3 Audit requirements . 81
18.4 Audit interviews . 81
18.5 Audit process recommendations . 81
18.6 Action plans . 81
Bibliography . 82
Figure 1 – Alarm system dataflow . 13
Figure 2 – Alarm management life cycle . 26
Figure 3 – Alarm state transition diagram . 32
Figure 4 – Alarm response timeline . 36
Figure 5 – Feedback model of operator-process interaction . 38
Table 1 – Alarm management life cycle stage inputs and outputs . 31
Table 2 – Summary of alarm states . 34
Table 3 – Required and recommended alarm philosophy contents . 39
Table 4 – Recommended alarm state indications . 57
Table 5 – Average alarm rates . 77
Table 6 – Example annunciated alarm priority distribution . 78
Table 7 – Recommended alarm performance metrics summary . 79
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
MANAGEMENT OF ALARM SYSTEMS
FOR THE PROCESS INDUSTRIES
FOREWORD
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