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eLibrary > BS IEC 63082-1:2025 - TC Tracked Changes. Intelligent device management - Part 1: Concepts and terminology >

BS IEC 63082-1:2025 - TC Tracked Changes. Intelligent device management - Part 1: Concepts and terminology, 2025

A-30459618.pdf [Go to Page]
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CONTENTS
FOREWORD
INTRODUCTION
1 Scope
2 Normative references
3 Terms, definitions, and abbreviated terms [Go to Page]
3.1 Terms and definitions
3.2 Abbreviated terms
4 Foundational requirements for IDM [Go to Page]
4.1 Objective
4.2 General
4.3 Management functions
4.4 Formal and informal work processes and procedures
4.5 Management of change [Go to Page]
4.5.1 General
4.5.2 Impact assessment
4.5.3 Planning
4.5.4 Training
4.5.5 Documentation
4.5.6 Retention of data and documents
4.6 Risk management
5 Risk management [Go to Page]
5.1 Objective
5.2 General
5.3 IDM program requirements
5.4 Program coordination
5.5 Facility life cycle
5.6 Supplier risk management
5.7 Information management risks
5.8 Cybersecurity
6 Enterprise level management for IDM [Go to Page]
6.1 Objective
6.2 General
6.3 Organization and resources [Go to Page]
6.3.1 Relationship to asset management
6.3.2 Positioning of IDM programs
Figures [Go to Page]
Figure 1 – IDM and intelligent device in the context of asset management [Go to Page]
6.3.3 Structure of IDM activities
Figure 2 – Positioning of IDM program
6.4 Developing and maintaining IDM program [Go to Page]
6.4.1 Overview
Figure 3 – Structure of IDM activities [Go to Page]
6.4.2 IDM program structure
6.4.3 IDM program life cycle
Figure 4 – An example of IDM program functional structure
Figure 5 – IDM program life cycle phases
6.5 Supplier management [Go to Page]
6.5.1 Coordination with suppliers
6.5.2 Intelligent device life cycle management
Figure 6 – Timing relationship between life cycles
Figure 7 – Timing relationship between device life cycles [Go to Page]
6.5.3 Device technology life cycle
6.6 Developing and maintaining IDM work process templates
6.7 IDM program management and design [Go to Page]
6.7.1 Resource management
6.7.2 IDM program design and performance improvement
6.7.3 IDM program performance feedback to management
6.7.4 IDM program operation
6.7.5 IDM program support and monitoring for facilities
7 Implementing coordination between enterprise, facilities, and suppliers [Go to Page]
7.1 Objective
7.2 General
7.3 Implementing IDM [Go to Page]
7.3.1 Common principles
7.3.2 Implementing IDM in new facilities
7.3.3 Implementing IDM in existing facilities
7.3.4 Implementing IDM work processes in a facility
7.4 Coordination for continuous improvement [Go to Page]
7.4.1 General
7.4.2 Assessment and audits of IDM activities
7.4.3 Resolving causes of program non-compliances
7.5 Coordination with other enterprise programs [Go to Page]
7.5.1 General
7.5.2 Life cycle coordination of program activities
Figure 8 – Relationship between roles and programs [Go to Page]
7.5.3 Applications
7.5.4 Device / process information
7.5.5 Systems, networks, and security
7.5.6 Life cycle phases
7.5.7 Application interfaces for coordination
8 Facility life cycle phases [Go to Page]
8.1 Objective
8.2 General
8.3 Managing facility life cycle phases [Go to Page]
8.3.1 General
Figure 9 – Facility life cycles for IDM [Go to Page]
8.3.2 Life cycle entry points
8.3.3 Facility modifications
8.4 Scope development [Go to Page]
8.4.1 General
8.4.2 Objectives
8.4.3 Risk management
Figure 10 – Criticality usage in a facility [Go to Page]
8.4.4 Project type considerations
8.4.5 Planning and design of IDM implementation
8.4.6 Defining long-term support strategy and selecting design alternatives
8.4.7 Preparing tools and their procedures
8.4.8 Selecting suppliers
8.4.9 Information management planning
8.5 Design and engineering [Go to Page]
8.5.1 Objective
8.5.2 General
8.5.3 Device selection
8.5.4 Procurement of intelligent devices
8.5.5 Configuration data preparation
8.5.6 Implementing and integrating intelligent device functions with IACS
8.5.7 System integration and testing requirements
Tables [Go to Page]
Table 1 – Verification and testing of configuration
8.6 Construction and commissioning [Go to Page]
8.6.1 General
8.6.2 Site staging
8.6.3 Installation
8.6.4 Provisioning
8.6.5 Configuration
8.6.6 Loop-checking and commissioning
8.6.7 Training and personnel competency
8.6.8 Handover
8.6.9 Pre-startup safety review (PSSR)
8.6.10 Startup
8.7 Operations and Maintenance [Go to Page]
8.7.1 General
8.7.2 Intelligent device continuous monitoring, problem identification, problem diagnosis processes
Figure 11 – Overview of maintenance process
Figure 12 – State diagram for IDM
Figure 13 – Diagnostics based maintenance processes [Go to Page]
8.7.3 Intelligent device calibration
Figure 14 – Simplified intelligent device block diagram
Figure 15 – Digital signal processing by transmitter type [Go to Page]
8.7.4 Repair processes
8.7.5 Intelligent device replacement
8.7.6 Intelligent device inventory management
8.7.7 Post-repair processes
8.8 Turnarounds [Go to Page]
8.8.1 General
8.8.2 Preparation for turnaround
8.8.3 Turnaround planning
Figure 16 – Turnaround process [Go to Page]
8.8.4 Turnaround execution
8.8.5 Recommission and startup
8.9 Decommissioning [Go to Page]
8.9.1 General
8.9.2 Archiving IDM data
8.9.3 Removal of devices
8.9.4 Refurbishment (for return to inventory)
8.9.5 Disposal (non-salvage)
9 Supplier requirements [Go to Page]
9.1 Objective
9.2 General
9.3 Products [Go to Page]
9.3.1 Devices
9.3.2 IACS
9.3.3 Software
9.4 Services [Go to Page]
9.4.1 Engineering /product support
9.4.2 Operations and maintenance support
9.4.3 Personnel competency
9.4.4 Cybersecurity
9.5 Device support tools [Go to Page]
9.5.1 Intelligent device templates
9.5.2 IDM toolkits
9.5.3 Interoperability support of intelligent device management system
9.5.4 Migration, configuration, and maintenance tools
10 Information management [Go to Page]
10.1 Objective
10.2 General
10.3 Information collection, exchange, reconciliation, and storage [Go to Page]
10.3.1 Collection and reconciliation
10.3.2 Cybersecurity
10.3.3 Information storage and retention procedures
10.3.4 Data management functions
10.4 IDM information [Go to Page]
10.4.1 General
10.4.2 Information: Maintenance and reliability records
10.4.3 Information: Models and calculations
10.4.4 Information: Documents and drawings
10.4.5 Information: Identification of work processes and procedures
10.4.6 Information: Worker role competency
10.4.7 Information: Intelligent device configuration
10.4.8 Information: Toolkits
Annex A (informative) Standard diagrams used to describe processes and procedures [Go to Page]
A.1 Overview
A.2 Class diagram
Figure A.1 – Position of class diagram and activity diagram in UML
Table A.1 – Notation of UML class diagram
A.3 Activity diagram (swimlanes) [Go to Page]
A.3.1 Overview
A.3.2 Activity diagram
Figure A.2 – Example of class diagram
Table A.2 – Model elements of activity diagram [Go to Page]
A.3.3 Swimlane chart
Figure A.3 – Example of activity diagram
Figure A.4 – Example of swimlane chart
Annex B (informative) Equivalent UML diagrams for Figures 1, 3, C.1, C.2, C.3, C.4, and C.5 [Go to Page]
Figure B.1 – IDM and intelligent device in the context of asset management
Figure B.2 – Structure of IDM activities
Figure B.3 – Structure of IDM program
Figure B.4 – Structure of IDM program and the enterprise
Figure B.5 – IDM work process
Figure B.6 – Procedure
Figure B.7 – Task
Annex C (informative) Work processes [Go to Page]
C.1 Relationship between IDM program and work processes
Figure C.1 – Structure of IDM program
C.2 IDM programs [Go to Page]
C.2.1 Overview
C.2.2 Relational structure of IDM program documents
Table C.1 – IDM program documents
C.3 IDM work processes [Go to Page]
C.3.1 Overview
C.3.2 IDM work processes specification
Figure C.2 – Structure of IDM program for an enterprise
C.4 Procedures [Go to Page]
C.4.1 Overview
Figure C.3 – IDM work process [Go to Page]
C.4.2 Procedure specification
C.5 Tasks [Go to Page]
C.5.1 Overview
C.5.2 Task specification
Figure C.4 – Procedure
Figure C.5 – Task
Annex D (informative) Summary of IDM objectives and associated work processes [Go to Page]
Table D.1 – Summary of IDM objectives and associated work processes
Annex E (informative) Example of criticality ranking [Go to Page]
E.1 Overview
E.2 Definitions
E.3 Criticality ranking
Table E.1 – Example severity categories
Table E.2 – Probability levels
Table E.3 – Risk assessment matrix – modified/industry normal
Annex F (informative) IDM benefits [Go to Page]
F.1 Basis for success
F.2 Established business practices
F.3 Objectives for IDM
F.4 Conditions for achieving IDM
F.5 Benefits and justification of IDM
Table F.1 – Benefits of IDM related to device supply chain management
Annex G (informative) Other maintenance aspects [Go to Page]
G.1 Use of maintenance history
G.2 Effects of maintenance processes
Table G.1 – Failure consequence for non-SIS devices
Annex H (informative) Use of IDM notifications [Go to Page]
H.1 IDM notification management and utilization [Go to Page]
H.1.1 Notification management
H.1.2 Notification from intelligent device
Table H.1 – Notification type [Go to Page]
H.1.3 Notification sources
H.2 Notification delivery mechanism [Go to Page]
H.2.1 General
Figure H.1 – Notifications routing for IDM [Go to Page]
H.2.2 Action responding to notification
Figure H.2 – Relationship between real time, semi real time, and planned activities
Table H.2 – IDM benefits in real time automated responses
Table H.3 – IDM benefits in real time operator responses
Table H.4 – IDM benefits from semi real time responses
Table H.5 – IDM benefits in longer term planned responses
Bibliography [Go to Page]

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BS IEC 63082-1:2025 - TC Tracked Changes. Intelligent device management - Part 1: Concepts and terminology, 2025

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