ISA18 WG6 Batch and Discrete Alarms

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ISA18 WG6Batch and Discrete Alarms
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Members

• Members
• Good representation from S88, ISPE, WBF

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Wording Change on Charter?

• Existing
• Working group 6 (WG6) is charged with the
  development of Technical Reports and Recommended
  Practices providing guidance on the application
  of ISA-18.2 for the alarm design of batch and
  discrete processes, expanding on multiple clauses
  of ISA-18.2.
• Proposed
• Working group 6 (WG6) is charged with the
  development of Technical Reports and Recommended
  Practices providing guidance on the application
  of ISA-18.2 for alarm lifecycle activities of
  batch and discrete processes, expanding on
  multiple clauses of ISA-18.2.

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General Comments

• WG6 is up and running and eager to write.
• Some great items up under WG Resources.
• Alan Phipps and Doug Rothenberg had developed a
  matrix for the differences between continuous,
  batch and discrete alarms. The WG6 team picked
  that as a starting point for discussion and
  development.
• We have decided to organize the TR via ISA/ANSI
  18.02 Life Cycle Activities utilizing.
• Plan to match the clause numbers in the TR to the
  major technical clauses in ISA/ANSI 18.02.
• We have mapped our matrix to the life cycle
  activities.

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Simplified TOC

• 1.0 Scope
• 2.0 Description of Batch and Discrete Processes
• 3.0 References
• 4.0 Definition of Terms and Acronyms
• 5.0 Alarm Management Lifecycle
• 6.0 16.0 Major Technical Content Clauses
• The 6.0-16.0 are currently arranged with key
  concepts to cover in the text, which we can scan
  through.

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Concepts in the Matrix

• Tech Services Role and Responsibility
• Situation Awareness
• Providing Alarms that Track Operational State
• Rate of Alarm Activations
• Product and production impact
• Contemporaneous alarm configuration and/or
  operational changes
• Use of Lot Numbers
• Time reference (Relative time vs. Calendar time)?
• Time Synchrony
• Nature of PV

• Alarm Activation Situation
• Impact of Unsuccessful Operator Ability to Remedy
  the Abnormal Situation
• Alarm Configuration Parameters
• Alarm Responses
• Current Alarm Challenges
• How Alarm System Notifies the Operator
• Identifying Plant State
• Nuisance Alarms
• Operating Regime
• Operator Location 
• Operator Relationship with Alarm System
• Operator Responsibilities 

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Philosophy

• This section had no real content in our matrix.
• Likely to just note no major clarification
  required.

8
Alarm System Requirements Spec

• Major Sections
• Current Alarm Challenges
• Operator Relationship with Alarm System
• Use of Lot Numbers (/or other alarm record tag
  fields)?
• Time Reference (Relative vs. Calendar)?

9
Identification

• Major Sections
• Providing Alarms that Track Operational State
• Rate of Alarm Activations
• Product and Production Impact

10
Rationalization

• Major Sections
• Alarm Activation Situation
• Alarm Configuration Parameters
• Alarm Responses
• Current Alarm Challenges
• Identifying Plant State
• Operating Regime
• Tech Services Roles and Responsibilities
• Providing Alarms that Track Operational State
• Rate of Alarm Activations
• Product and Production Impact
• Contemporaneous Alarm Configuration /or
  Operational Changes
• Nuisance Alarms

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Basic Alarm Design

• Major Sections
• Design of Batch/Discrete specific functionality
  (e.g., as in the ASRS)?
• Alarm Activation Situation
• Alarm Configuration Parameters
• Current Alarm Challenges
• Operator Relationship with Alarm System
• Operator Responsibilities
• Product and Production Impact
• Contemporaneous Alarm Configuration /or
  Operational Changes
• Use of Lot Numbers (/or other alarm record tag
  fields)?
• Time Reference (Relative vs. Calendar)?
• Time Stamp Synchronization
• Nuisance Alarms
• Providing Alarms that Track Operational State
• Nature of PV

12
HMI Design

• Major Sections
• How Alarm System Notifies the Operator
• Operator Location
• Operator Relationship with Alarm System
• Operator Responsibilities
• Situation Awareness
• Time Reference (Relative vs. Calendar)?
• Nature of PV

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Enhanced Advanced Alarming

• Major Sections
• Design of Batch/Discrete specific functionality
  (e.g., as identified in the ASRS)?
• Alarm Activation Situation
• Alarm Configuration Parameters
• Current Alarm Challenges
• Identifying Plant State
• Operating Regime
• Product and Production Impact
• Contemporaneous Alarm Configuration /or
  Operational Changes
• Use of Lot Numbers (/or other alarm record tag
  fields)?
• Time Reference (Relative vs. Calendar)?

14
Implementation

• Major Sections
• Testing of Batch/Discrete specific functionality,
  (e.g., as identified in the ASRS)?
• Training on Batch/Discrete specific functionality
• Documentation on Batch/Discrete specific
  functionality

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Operations

• Major Sections
• Alarm Activation Situation
• Impact of unsuccessful operator ability to remedy
  the abnormal situation
• Alarm Responses
• Current Alarm Challenges
• How Alarm System Notifies the Operator
• Identifying Plant State
• Operating Regime, Operator Location
• Operator Relationship with Alarm System
• Operator Responsibilities
• Tech Service Roles and Responsibilities
• Rate of Alarm Activations
• Product and Production Impact
• Use of Lot Numbers (/or other alarm record tag
  fields)?
• Time Reference (Relative vs. Calendar)?
• Nature of PV

16
Maintenance

• Major Sections
• Operating Regime
• Tech Service Roles and Responsibilities

17
Monitoring Assessment

• Major Sections
• Nuisance Alarms
• Operator Responsibilities
• Rate of Alarm Activations

18
Audit

• This section had no real content in our matrix.
• Likely to just note no major clarification
  required.

19
MOC

• This section had no real content in our matrix.
• Likely to just note no major clarification
  required.

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Technical Issues

• The Process Condition Model and the Alarm
  Timeline in section 5 of the standard (figure 4
  and 6) seem to not completely represent batch and
  discrete world.
• The Alarm State Transition Diagram in section 5
  (figure 5) may be different depending on the mode
  of operation. Considering including the notions
  of Hold for batch and Pause or Machine
  Fault in a discrete mode.
• Working on clear definitions for continuous,
  batch and discrete and hybrid versions of all.

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Other Issues Boundaries

• TR organization/style guidance (e.g. Do we repeat
  definitions in the TR that are already included
  in ISA/ANSI 18.2?).
• Better definition of the dividing line between
  advanced/enhanced alarming (WG4) and
  batch/discrete (WG6).