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Instrument Specification Forms and Integrated Instrument Index

ISA-5.1-2009/2022 Enabled Specification Forms and Instrument Index

Instrument Specification Forms - Device Specification Tutorial

Device Specification Forms Tutorial Table of Contents

1 OVERVIEW

          1.1 INTENSION AND HISTORICAL PERSPECTIVE

          1.2 LIFE-CYCLE DOCUMENTATION ACTIVITIES

          1.3 EFFECTIVE USE OF ELECTRONIC FILES

          1.4 INTEGRATED FORM LOADER DASHBOARD

          1.5 SINGLE FORM FOR ALL RELEVANT DATA

          1.5.1 Operating Parameters Communication

          1.5.2 Device Specification Documentation

          1.5.3 General or Special Requirements Communication

          1.5.4 Advantages of Combined Form Content

          1.6 BASIC PHILOSOPHIES

          1.7 COLLABORATIVE EFFORT BETWEEN SPECIFIER AND DEVICE MANUFACTURER

          1.8 MULTIPLE EDIT SESSIONS AND REVISION MANAGEMENT

          1.8.1 Continuing Reminder to Resolve All Properties or Identify as Not Applicable

          1.8.2 Enhanced Data Formatting Assist Commenting

          1.9 FORM TERMINOLOGY BASIS AND CONTENT

          1.9.1 Basis of Component Type Terminology

          1.9.2 Field Prompt Terminology Clarified “By Example” Pick List

          1.9.3 Updated Pick List for Manufacturers 2017-2020 Data

          1.10 TYPICAL DOCUMENTATION REQUIREMENTS

          1.11 SUITABLE FOR INTENDED USE CONCEPT

          1.11.1 Responsible Organization identification is Clearly Documented

          1.11.2 Subtitle Identification of Main (Device) Component Type

          1.11.3 Specification Identifications Required Document Number

          1.11.4 Operating Parameters Form Sections

          1.11.5 Device Specification Form Sections

2 DEVICE SPECIFICATION FORM STYLES

          2.1 COMPLEX DEVICE SPECIFICATION

          2.2 SIMPLE DEVICE SPECIFICATION

          2.3 ENTERING OPERATING PARAMETERS DATA ON DEVICE SPECIFICATION FORMS

          2.3.1 Operating Parameters Tutorial Document

          2.3.2 Quick Start Tour Document

          2.3.3 General or Special Requirements

3 DEVICE SPECIFICATION PROPERTIES

          3.1 DEVICE PROPERTIES REQUIRED FOR UNAMBIGUOUS ORDERING

          3.1.1 Subsection Order of Device Specification Forms

          3.1.2 Subsection Content Order of Device Specification Form

          3.1.3 Device Properties Copied to Instrument Index Data Spreadsheet

          3.1.4 Primary construction material

          3.1.5 End Connection Nominal Size, Rating, Type and Style

          3.1.6 Input Sensor Type

          3.1.7 Output Signal Type

          3.1.8 Integral Indicator Style

          3.1.9 Characteristic Curve

          3.1.10 Failsafe Style

          3.1.11 Type of Protection

          3.2 COMMUNICATION INPUTS AND OUTPUTS LISTING

          3.3 MANUFACTURER’S DEVICE PERFORMANCE CHARACTERISTICS

          3.3.1 Max pressure at design temp

          3.3.2 Minimum Working Temperature/Max

          3.3.3 Measured Variable Accuracy or Accuracy rating

          3.3.4 Measured Variable LRL/URL

          3.3.5 Min (Measured Variable) Span/Max

          3.3.6 Contact Ratings

          3.4 ACCESSORIES REQUIREMENT LISTING

          3.5 SPECIAL REQUIREMENTS LISTING

          3.6 MODELING PHYSICAL DATA CONSISTENT DOCUMENTATION

          3.7 CALIBRATION AND TEST RANGES FOR PHYSICAL AND VIRTUAL SIGNALS AND FIXED                                     SETPOINTS

          3.7.1 Calibration and Test Table Fields

          3.7.2 Measurement /Test or Measurement Description

          3.7.3 Measurement or Input Signal Input LRV/URV

          3.7.4 Setpoint LRV/URV

          3.7.5 Final Control Device Input Range

          3.7.6 (Control) Action

          3.7.7 Output LRV/URV

          3.7.8 Setpoint Output LRV/URV

          3.7.9 Measured Variable Scale Input LRV/URV

          3.7.10 Measured Variable Scale Output LRV/URV

          3.7.11 Calculated Variable Documentation

          3.7.12 Software Configuration Documentation

          3.8 MANUFACTURER AND MODEL NUMBER FOR ALL DEVICES, AUXILIARIES, OR  ACCESSORIES

          3.8.1 The Component Type Property

          3.8.2 Manufacturer and Model Number

4 GENERAL OR SPECIAL REQUIREMENTS

5 DATA EXPORTING FOR EXTERNAL APPLICATIONS

          5.1 DATA EXTRACTION AND EXPORT

6 FACILITATE ENHANCED WORK PROCESSES USING COPY CAPABILITY

          6.1 COPY OPERATING PARAMETERS DATA FOR CONSISTENCY

          6.1.1 Operating Parameter Data for Lines Containing One or More Instruments

          6.1.2 Operating Parameters Data for Vessels Containing One or More Instruments

          6.1.3 Copy Operating Parameters Data from a Form Developed Earlier

          6.2 COPY TYPICAL DEVICE FORM DATA FOR EFFICIENCY

          6.2.1 Create Library of Typical Device Specification Forms of High Usage Devices

          6.2.2 Create Library of Typical Device Specification of Auxiliary Devices

          6.3 CHANGE THE DEVICE SPECIFICATION FORM FOR A SPECIFIC TAG

          6.4 COPY DATA BETWEEN SIMILAR TAGS OR APPLICATIONS

          6.5 COPY DATA FROM SELECTED MANUFACTURER’S COMPLETED FORM

7 WORK SHARING OR COLLABORATION

8 MANAGING EXTERNALLY EDITED DOCUMENTS

          8.1 REVIEW MANUFACTURER(S) SPECIFICATION EXCHANGE DOCUMENTS

          8.2 Evaluate Alternate Proposals 28

9 CUSTOMIZABLE TEMPLATES FOR OPTIMIZED WORK APPLICATIONS

10 HELP FUNCTIONALITIES

          10.1 CONTEXT SENSITIVE HELP DEFINITIONS

          10.2 FORM APPLICATION USER HELP

11 INTEGRATED INSTRUMENT INDEX DATA BROWSER

APPENDIX A - DETERMINING MEASUREMENT INPUT RANGE-VALUES

APPENDIX B DEFINITION OF TERMS

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