ISA Standards for Industrial Automation An Overview

Standards A standard is a document that sets forth requirements that a process, system, product, and/or material must satisfy if it is to be stated (or advertised) as meeting that standard. The requirements in a standard typically pertain to safety, cybersecurity, performance, and/or interchangeability. ISA standards are developed in a collaborative and consensus-based process that is balanced by participation from interest categories including end users, suppliers, and others. ISA standards are not government regulations, but rather voluntary documents. However, it is not unusual for contracts made between private entities to include requirements to follow specific ISA standards. Imagine moving into a new house and going to plug your refrigerator into the wall - only to find that the plug doesn't match the outlet! Electrical standards set decades ago ensure that won't happen. And standards today allow you to get your film developed anywhere in the world, or make a phone call from here to China. An ounce in North Carolina is the same as an ounce in Nebraska, and you can hook up almost any kind of stereo component from any electronics store. All of these conveniences are the result of a standard, a set of characteristics or quantities that describes features of a product, process, service, interface or material. Standards don't just make life easier, they make it safer…and they enhance companies' profitability. For instance, builders save money because construction materials are available in standard sizes. At the same time, electrical codes that builders must follow save lives. Some standards evolve through marketplace competition, the dominance of the IBM-based personal computer being a classic example. And the U.S. government has, for decades, viewed standards development as its role. Another 40,000 standards are the result of voluntary efforts by industry groups to develop consensus standards that benefit vendors, suppliers and customers.

Standards Have Many Benefits Direct return on investment enabling design with less "custom" effort lowering installation and startup costs reducing need to maintain large inventories enabling interchangeability of components increasing safety increasing security Realize a direct return on investment by lowering installation and startup costs reducing need to maintain large inventories enabling interchangeability of components. improving design with less "custom" effort increasing safety

Benefits of Standards (cont.) Use of standards in industry improves communication provides practical application of expert knowledge harnesses years of experience and avoids the necessity of starting each project from the ground up Use of standards in industry improves communication provides practical application of expert knowledge represents years of experience and avoids necessity of starting each project from ground up.

Benefits of Standards (cont.) Standards help achieve operational excellence by improving performance lowering maintenance costs reducing downtime enhancing operability saving money Standards help you achieve operational excellence by improving performance lowering maintenance Costs reducing downtime enhancing operability saving money.

Benefits of Standards (cont.) Standards development enhances the work and careers of those who directly participate by expanding their knowledge base identifying potential resources enhancing leadership skills developing professional networking Standards help you achieve operational excellence by improving performance lowering maintenance Costs reducing downtime enhancing operability saving money.

ISA Standards ISA is accredited by the American National Standards Institute (ANSI) to develop industry standards following approved processes. ANSI accreditation does not prevent participation in ISA Standards by those outside the US. 100 committees and subgroups > 2000 participating organizations > 3500 participating individuals from over 40 countries Extensive use of teleconferences and web meetings The current ISA standards portfolio: >150 published standards, recommended practices and technical reports.

Key ISA Standards committees include: Process Instrumentation Symbols & Diagrams (ISA5) Management of Alarms (ISA18) Instrument Specification Forms (ISA20) Fossil & Nuclear Power Plants (ISA77 and ISA67) Functional Safety for the Process Industries (ISA84) Batch Process Control (ISA88) Enterprise-Control System Integration (ISA95) Industrial Automation & Control Systems Security (ISA99) Wireless Systems for Automation (ISA100) Human-Machine Interface (ISA101) Commissioning, Loop Checks, & Factory/Site Acceptance (ISA105) Procedure Automation for Continuous Process Operations (ISA106) Intelligent Device Management (ISA108) ISA has published over 150 standards, recommended practices, and technical reports covering automation systems, measurement and control technologies ISA standards cover a broad range of topics applicable to all industries 8

ISA Standards: Global Impact Several original ISA Standards are the basis of major International Electrotechnical Commission (IEC) standards, including: IEC 62682: Management of Alarms (ISA18) IEC 61511: Functional Safety (ISA84) IEC 61512: Batch Control (ISA88) IEC 62264: Enterprise Control-System Integration (ISA95) IEC 62443: Industrial Automation & Control Systems Security (ISA99) ISA manages two international secretariats for IEC TC65, Industrial Process Measurement and Control; and hosted the IEC TC65 International Plenary in 2012.

ISA Standards Program ISA develops consensus standards in accordance with its ANSI-accredited procedures. Those accredited procedures define balance and other due process requirements to ensure that the standards developed represent consensus across broad categories of end users, suppliers, government, and others. ISA has had a standards program for over 50 years ISA develops consensus standards, in accordance with American National Standards Institute (ANSI) procedures ISA is a member of ANSI ANSI and ISA procedures define consensus, balance, and other due process requirements to assure that the standards developed are truly representative of working agreements across suppliers, users and others involved in each subject area

New Standards Projects A proposal for a new standard or committee may be submitted to the ISA Standards & Practices Board. The Board assesses the proposal and may vote to form a new ISA standards committee, including its scope and purpose. The Board assigns one of its members as managing director to oversee a newly approved committee. The managing director assigns a chair of the committee, who then begins recruiting committee members. Idea for an ISA Standard? Send it to idea@isa.org 11

Standards Committees ISA’s accredited procedures define Main (oversight) Committees to develop ISA Standards in their topic areas. A Main Committee may form working groups or other subgroups of experts to develop specific standards for approval by the Main Committee. Main Committees include Voting and Information (non-voting) members. Voting Members must be balanced across interest categories including users, suppliers, government, and others. 12

Standards Committee Members Voting members must meet participation requirements to maintain that status. Non-voting members are observers who may submit review comments on documents and participate in committee communications. They may apply for voting status if they can commit to a required level of participation. Committees may hold periodic face-face meetings, sometimes in conjunction with ISA leaders meetings or symposia -- but rely greatly on web meetings and electronic communications to accommodate worldwide participation. 13

For more information Visit Contact: Charley Robinson ISA Standards www.isa.org/standards Contact: Charley Robinson ISA Standards crobinson@isa.org 1.919.990.9213 Idea for a new standard, topic, or training that ISA should develop? Email your idea to: idea@isa.org 14