AMERICAN NATIONAL STANDARD ANSI/ISA-5.-009 Insrumenaion Symbols and Idenificaion Approved 8 Sepember 009
- 7 - ANSI/ISA-5.-009 Conens Purpose...3 Scope...3 3 Definiions...7 4 Idenificaion leers able...5 5 Graphic symbol ables...3 6 Graphic symbol dimension ables...76 Annex A Idenificaion sysem guidelines (informaive annex)...85 Annex B Graphic symbol guidelines (informaive annex)... Table 4. Idenificaion leers...30 Table 5.. Insrumenaion device and funcion symbols...36 Table 5.. Insrumenaion device or funcion symbols, miscellaneous...37 Table 5.. Measuremen symbols: primary elemens and ransmiers...38 Table 5.. Measuremen symbols: measuremen noaions (4)...39 Table 5..3 Measuremen symbols: primary elemens...40 Table 5..4 Measuremen symbols: secondary insrumens...43 Table 5..5 Measuremen symbols: auxiliary and accessory devices...44 Table 5.3. Line symbols: insrumen o process and equipmen connecions...45 Table 5.3. Line symbols: insrumen-o-insrumen connecions...46 Table 5.4. Final conrol elemen symbols...48 Table 5.4. Final conrol elemen acuaor symbols...50 Table 5.4.3 Self-acuaed final conrol elemen symbol...5 Table 5.4.4 Conrol valve failure and de-energized posiion indicaions...55 Table 5.5 Funcional diagramming symbols...56 Table 5.6 Signal processing funcion block symbols...57 Table 5.7 Binary logic symbols...64 Table 5.8 Elecrical schemaic symbols...7 Table 6. Dimensions for Tables 5.. and 5.....78 Table 6. Dimensions for Tables 5.., 5.., 5..3, 5..4, and 5..5...79 Table 6.3 Dimensions for Tables 5.3. and 5.3....80 Table 6.4 Dimensions for Tables 5.4., 5.4., 5.4.3, and 5.4.4...8 Table 6.5 Dimensions for Table 5.5...8 Table 6.6 Dimensions for Table 5.6...8 Table 6.7 Dimensions for Table 5.7...83 Table 6.8 Dimensions for Table 5.8...84 Table A. Typical Loop and Insrumen Idenificaion/Tag Numbers...99
ANSI/ISA-5.-009-8 - Table A. Allowable leer/number combinaions for loop numbering schemes...00 Table A.3. Allowable succeeding leer combinaions for readou/passive funcions () (4b)...03 Table A.4 Loop and Idenificaion Tag Number suffixes () ()...09
- 9 - ANSI/ISA-5.-009 Inroducion (informaive) () This inroducion, as well as any foonoes, endnoes, and informaive annexes, is included for informaion purposes and as background on he evoluion of his sandard and no as a normaive par of ANSI/ISA-5.-009. () The insrumenaion symbolism and idenificaion sysems described in his sandard accommodae advances in echnology and reflec he collecive indusrial experience gained since he original ISA Recommended Pracice RP-5., published in 949, was revised, affirmed, and subsequenly published as ANSI/ISA-5.-984, and hen reaffirmed in 99. (3) This 009 version aemps o srenghen his sandard in is role as a communicaion ool in all indusries ha depend on measuremen and conrol sysems o operae and safeguard heir manufacuring processes, machines, and oher equipmen. Communicaion presupposes and is faciliaed by a common language. This 009 version of he sandard coninues o build on he foundaion for ha common language. (4) When inegraed ino a sysem, he designaions and symbols presened here form a dedicaed language ha communicaes conceps, facs, inen, insrucions, and knowledge abou measuremen and conrol sysems in all indusries. (5) The 949 recommended pracice and he 984 sandard were published as non-mandaory raher han as mandaory consensus documens. As such, hey had many of he srenghs and he weaknesses of such sandards. Their primary srengh was ha hey could be used in widespread, inerdisciplinary ways. Their main weakness was ha hey were no specific enough, in some cases, o saisfy he special requiremens of paricular ineres groups. (6) This revision is published as a consensus sandard and conains boh mandaory and non-mandaory saemens ha have been reviewed and approved by a large group of praciioners in he field of insrumenaion and conrol. This group was well versed in he use of idenificaion and symbol sysems as a means of communicaing he inen of measuremen and conrol sysems o all ha need such informaion. I is hoped ha he consensus reached by his group regarding wha is mandaory and wha is no will enhance he srenghs and lessen he weaknesses of he previous issues. (7) Versions of his sandard have been in use for more han fify years, and mos of he idenificaion leer and symbol meanings or definiions ha were conained in ISA-RP5.-949 and ISA-5.-984 (R 99), have aken on a proprieary naure and have become acceped indusry pracice and assumed o be mandaory. The meanings and definiions of new symbols will be mandaory. This acion is being aken in response o quesions and commens ha occur frequenly because of unclear definiions. (8) Mandaory definiions or meanings for leers used in idenificaion and for symbols used in graphic depicion of measuremen and conrol devices and funcions are given. Mandaory minimum symbol dimensions are given. Informaive idenificaion and graphic symbol guidelines include alernae idenificaion and symbol definiions and usage mehods. Consisency is he one crierion ha should govern he selecion and applicaion of idenificaion and graphic schemes. (9) This sandard has been viewed in he pas as being oriened o he oil and chemical process indusries. This percepion, while no inended, resuled from he fac ha people who wroe he original and previous revisions were mainly working in hose indusries. I is he inen of he ISA5 commiee ha ISA Technical Repors will be used o address his ype of problem. I is hoped ha he echnical repor forma will be specific enough o saisfy he special requiremens of paricular ineres groups by providing examples and guidelines for use of he idenificaion and symbolizaion mehods for specific indusries. These indusries include, bu are no limied o, meal refining, power generaion, pulp and paper, and discree pars manufacuring. The echnical repor forma presens he bes approach for making his sandard applicable o indusries ha may have many usages and acceped pracices ha are no used in
ANSI/ISA-5.-009-0 - he process indusries. (0) The exensive examples in previous versions of his sandard ha illusraed idenificaion and symbolizaion definiions and mehods have been removed and will be moved o echnical repors ha will be prepared afer publicaion of his revised sandard. () The symbols and idenificaion mehods conained in his sandard have evolved by he consensus mehod and are inended for wide applicaion hroughou all indusries. The symbols and designaions are used as concepualizing aids, as design ools, as eaching devices, and as a concise and specific means of communicaion in all ypes and kinds of echnical, engineering, procuremen, consrucion, and mainenance documens, and no jus piping and insrumenaion diagrams (P&IDs). () Previous versions of his sandard have been flexible enough o serve all of he uses jus described, and i mus coninue o do so ino he fuure. To his end, his revision clarifies he definiions of symbols, idenificaion, and definiions for conceps ha were previously described, such as, for example, shared display/conrol, disribued conrol, and programmable conrol. I also adds definiions for new symbols required for funcional diagramming of insrumens and simple elecrical circui diagrams. (3) This revision exensively changes he forma of ANSI/ISA-5.-984 (R 99). Clauses,, and 3 are essenially he same as previously wrien wih some addiions and modificaions. Clauses 4, 5 and 6 and informaive Annexes A and B are new or exensively revised. (4) Clause 4, Idenificaion leer ables, was previously Clause 5, Tables. I is almos he same as he previous version and deals only wih Table 4., Idenificaion leers, which was previously Table, Idenificaion leers. (5) Clause 5, Graphic symbol ables, is a new clause ha conains new symbols and he symbols ha were previously in Clause 6, Drawings, presened in a able forma ha includes ex describing he applicaion of he symbols bu no examples of heir use. (6) Clause 6, Graphic symbol dimension ables, is a new clause ha esablishes minimum mandaory dimensions for he symbols shown in he ables in Clause 5 when used in he preparaion of full-size engineering drawings. (7) Annex A, Idenificaion sysem guidelines (Informaive), was previously Clause 4, Ouline of he Idenificaion Sysem, and presens he mos commonly used insrumenaion and funcion idenificaion mehods. Included are expanded Allowable loop and funcion leer combinaion ables and added Allowable loop leer scheme ables. (8) Annex B, Graphic symbol guidelines (Informaive), is a new informaive clause ha replaces he examples formerly given in Clause 6, Drawings, o provide some limied assisance in he applicaion of he symbols in Clause 5. (9) Definiions for idenificaion leers and symbols are now mandaory o reduce he confusion caused by giving meanings o idenificaion and symbols no inended by his sandard. A he same ime, he number of symbology and agging bubbles required o depic a measuremen or conrol scheme was allowed o range from everyhing mus be shown o he minimum required o convey he insrumenaion and funcionaliy required. Guidelines are inended o aid in he applicaion of idenificaion and symbology and o include some of he known mehods as alernae usages. (0) The meanings of shared display, shared conrol, and programmable logic conrol have been clarified and expanded because of changes in echnology and usage since heir incepion in ISA-5.3-983, Graphic Symbols for Disribued Conrol/Shared Display Insrumenaion, Logic and Compuer Sysems. The commonly assumed meanings of circle-in-square as disribued conrol sysem (DCS) funcions and of diamond-in-square as programmable logic conroller (PLC) funcions are no longer
- - ANSI/ISA-5.-009 accurae because hey no longer reflec he currenly accepable meanings. DCSs and PLCs can boh perform coninuous and binary conrol funcions. The same funcions are performed by personal compuers (PC) and by fieldbus and devicebus devices. Boh circle-in-square and diamond-in-square symbols are classified as shared display, shared conrol. Circle-in-square will depic eiher (a) primary conrol sysem choice or (b) basic process conrol sysem (BPCS). Diamond-in-square will depic eiher (a) alernae conrol sysem choice or (b) safey insrumened sysem (SIS). Users who coninue o use he symbols as in he pas should change o he revised meanings as soon as possible. () This revision uses, wih permission, informaion from he excellen SAMA (Scienific Apparaus Makers Associaion) PMC.-98, Funcional Diagramming of Insrumen and Conrol Sysems, a documen sill used by many conrol sysem engineers and designers. SAMA symbols and descripions for funcional diagramming of Insrumens and conrol loops and for signal processing symbols and funcion blocks were adaped in ANSI/ISA-5.-984 (R 99) for use in loop schemaic diagrams. This revision adds he SAMA symbols and descripions for logic funcion enclosures for use in funcional diagrams, logic diagrams, and applicaion sofware funcions. Guidelines for a limied number of applicaions of he symbols will be found in Annex B, Graphic symbol sysem guidelines (Informaive). () The binary line symbols, which were inroduced in ANSI/ISA-5.-984 (R 99) o aid he bach processing indusries, have been removed because of heir general lack of use and accepance and he many objecions o heir use. If heir use is desired wihin he bach processing indusries, an ISA Technical Repor could be produced o cover his unique need. (3) The many examples conained in Clause 6 of ANSI/ISA-5.-984 (R 99) have been reduced in number and are now locaed in Annex B. I is hoped ha ISA Technical Repors will be prepared based on his sandard o cover he applicaion of idenificaion and symbolizaion mehods and pracices in he deail required by users in hose many indusries beyond he process indusries, who depend on his sandard in heir daily work. (4) The ISA5 commiee and ISA5. subcommiee recognize and deeply appreciae he work of previous ISA5. subcommiees, and have ried o rea heir work wih he grea respec i deserves. (5) ISA5 and ISA5. also acknowledge he work done by he pas ISA5. and ISA5.3 subcommiees in developing ISA-5.-976 (R99), "Binary Logic Diagrams for Process Operaions," and ISA-5.3-983, "Graphic Symbols for Disribued Conrol/Shared Display Insrumenaion, Logic and Compuer Sysems." The key elemens of ISA-5.3-983 were incorporaed in ANSI/ISA-5.-984 (R 99) and have been expanded in his revision. The key elemens of ISA-5.-976 are incorporaed and inegraed wih he logic symbols from SAMA PMC.-98 for symbolizing and describing binary funcions. Guidelines for he applicaion of he binary sysem can be found in Annex B (Informaive), Graphic symbol sysem guidelines.
- 3 - ANSI/ISA-5.-009 Purpose This sandard esablishes a uniform means of depicing and idenifying insrumens or devices and heir inheren funcions, insrumenaion sysems and funcions, and applicaion sofware funcions used for measuremen, monioring, and conrol, by presening a designaion sysem ha includes idenificaion schemes and graphic symbols. Scope. General.. This sandard is inended o mee he differen procedures of various users who need o idenify and graphically depic measuremen and conrol equipmen and sysems. These differences are recognized when hey are consisen wih he objecives of his sandard, by providing alernaive symbol and idenificaion mehods... A limied number of examples are provided ha illusrae how o: a) Design an idenificaion sysem and consruc an idenificaion number. b) Use graphic symbols o consruc: ) Insrumenaion schemaic diagrams of he insrumens, devices, and funcions required for monioring and conrol loops. ) Funcional diagrams of insrumens, loops, and applicaion sofware funcions. 3) Binary logic diagrams. 4) Ladder diagrams of elecrical circuis. c) Add informaion and simplify diagrams...3 Examples of idenificaion and symbol applicaions are inended o illusrae basic conceps in he consrucion of he idenificaion sysems and diagrams covered by his sandard ha are applicable o all user indusries.. Applicaion o indusries.. This sandard is suiable for use in he chemical, peroleum, power generaion, meal refining, pulp and paper, and numerous oher coninuous, bach, discree-par processing, and maerial-handling indusries. These indusries and ohers require he use of conrol sysem schemaics, funcional diagrams, and elecrical schemaics o describe he relaionship o processing equipmen and he funcionaliy of measuremen and conrol equipmen.
ANSI/ISA-5.-009-4 -.3 Applicaion o work aciviies.3. This sandard is suiable for use whenever reference o measuremen and conrol insrumenaion, conrol devices and funcions, and sofware applicaions and funcions is required for idenificaion and symbolizaion, such as: a) Design skeches. b) Teaching examples. c) Technical papers, lieraure, and discussions. d) Insrumenaion, loop, logic, and funcional diagrams. e) Funcion descripions. f) Concepual drawings including bu no limied o: ) Process Flow Diagrams (PFD) ) Uiliy Flow Diagrams (UFD). g) Consrucion drawings including bu no limied o: ) Engineering Flow Diagrams (EFD). ) Mechanical Flow Diagrams (MFD). 3) Piping and Insrumenaion Diagrams (P&ID). 4) Sysem Flow Diagrams (SFD). h) Specificaions, purchase orders, manifess, and oher liss. i) Idenificaion and ag numbering of insrumens and conrol funcions. j) Insallaion, operaing and mainenance insrucions, drawings, and records..3. This sandard provides sufficien informaion o enable anyone who has a reasonable amoun of process and insrumenaion knowledge, and who is reviewing documens depicing measuremen and conrol, o undersand he means and purpose of he insrumenaion shown..3.3 The deailed knowledge of a specialis in insrumenaion and/or conrol sysems is no a prerequisie o undersanding his sandard..4 Applicaion o classes of insrumenaion and o insrumen funcions.4. The idenificaion and symbolism mehods provided in his sandard are applicable o all classes and ypes of measuremen and conrol insrumens and/or funcions..4. The mehods can be used for, bu are no limied o, describing and idenifying: a) Discree insrumens and heir funcions. //^:^^#^~^^"#@::"~^$:~@""#:$@
- 5 - ANSI/ISA-5.-009 b) Shared display and conrol funcions. c) Disribued conrol funcions. d) Compuer conrol funcions. e) Programmable logic conroller display and conrol funcions. f) Applicaion sofware display and conrol funcions..5 Classificaion of insrumenaion.5. Insrumenaion may be classified as primary, secondary, auxiliary, or accessory for assigning Loop and Funcional Ideniies and symbols as defined in Clause 4 and shown in Annex A..5. Primary insrumenaion consiss of measuring, monioring, conrolling, or calculaing devices and hardware and heir inheren funcions and sofware funcions ha include, bu are no limied o, ransmiers, recorders, conrollers, conrol valves, self-acuaed safey and conrol devices, and applicaion sofware funcions ha require or allow user-assigned idenificaions..5.3 Secondary insrumenaion consiss of measuring, monioring, or conrolling devices and hardware ha include, bu are no limied o, level glasses, pressure gauges, hermomeers, and pressure regulaors..5.4 Auxiliary insrumenaion consiss of devices and hardware ha measure, conrol, or calculae and ha are needed for effecive operaion of primary or secondary insrumenaion; hey include, bu are no limied o, calculaing devices, purge meers, sample handling sysems, and insrumen air ses..5.5 Accessory insrumenaion consiss of devices and hardware ha do no measure or conrol bu are needed for effecive operaion of he measuring, monioring, or conrol sysem; hey include, bu are no limied o, flowmeer ube run, sraighening vanes, and seal pos..6 Exen of loop and funcional idenificaion.6. This sandard provides idenificaion codes and mehods for he alphanumeric idenificaion of monioring and conrolling loops, insrumens and funcions..6. These idenificaion mehods depend on agging according o funcion and no according o consrucion or form. For example, a differenial pressure ransmier is no idenified as a differenial pressure ransmier bu as a: a) Flow ransmier when conneced o an orifice plae when measuring flow. b) Level ransmier when conneced o he side of a vessel when measuring liquid level..6.3 The user is free o apply added idenificaion by serial, equipmen, uni, area, or plan number, or any oher addiional means required for he unique idenificaion of a loop, insrumen or funcion..6.4 A unique funcion idenificaion number shall be assigned o idenify each: a) Loop insrumen or device and is inegral and/or inheren funcions.
ANSI/ISA-5.-009-6 - b) Loop-configurable funcion, which requires or allows a unique user-assigned microprocessor or compuer address..7 Exen of symbolizaion.7. This sandard provides symbol ses for he graphic depicion of a limied or oal funcionaliy of insrumens and devices, enire monior or conrol loops, or conrol circuis..7. The amoun of deail o be shown by he use of symbols depends on he purpose and audience for which he documen is being prepared..7.3 Sufficien symbols shall be used o show he funcionaliy of he insrumenaion and/or conrol loop being depiced; i is no considered necessary o provide a symbol for each insrumen device and each funcion required by a loop..7.4 Addiional consrucion, fabricaion, insallaion, and operaion deails of an insrumen are beer described in a suiable specificaion, daa shee, loop diagram, insallaion/wiring drawing, or skech, or oher documen inended for hose requiring such deails..8 Inclusion and modificaion of his sandard in User engineering and design documens.8. This sandard may be used and, if used, shall be credied by a User/Owner in he preparaion of engineering, design, or projec sandards, guidelines, and specificaions, eiher wihou excepion or wih excepion per he following: a) Wihou excepion, in which case his sandard in is enirey shall be mandaory wih respec o: ) Leers assigned a specific meaning in Table 4.. ) Symbols and heir assigned meanings in Tables.5. hrough 5.8. 3) Symbol dimensions in Tables 6. hrough 6.8. b) Wih excepions, in which case he pars of his sandard for which excepion is: ) Taken shall be fully described and deailed in he User/Owner sandards, guidelines, or specificaions and in drawing cover shee legends and noes. ) No aken shall be mandaory..8. Symbols differen from hose given in his sandard and User s choice leers when used, shall be fully described and deailed in he User/Owner s sandards, guidelines, or specificaions and in drawing cover shee legends and noes..8.3 A User mus choose a numbering scheme, graphic symbol, and oher choices where required, and documen hose choices..8.4 When a previous issue of his sandard is included by reference wih or wihou excepion in User/Owner s engineering and design sandards, guidelines or specificaions, ha sandard in par or in is enirey shall be mandaory unil such ime as he User/Owner s guidelines or sandards are revised. --`,,```,,,,````
- 7 - ANSI/ISA-5.-009.8.5 Symbols and he meanings of leers and symbols from previous versions of his sandard ha are differen from hose conained in his version may coninue o be used provided hey are clearly referenced in he User s engineering and design sandards, pracices, and/or guidelines. 3 Definiions 3. Definiions For he purposes of his sandard, he following definiions apply. For addiional informaion, see ISA-5.-979 (R 993), Process Insrumenaion Terminology, and ANSI/ISA-75.05.0-000 (R 005), Conrol Valve Terminology. Terms ialicized in a definiion are hemselves defined elsewhere in his clause. 3.. accessible: a feaure of a device or funcion, a feaure of an ineracive shared sysem funcion, or a feaure ha can be used or seen by an operaor for he purpose of performing conrol operaions, such as sepoin changes, auo-manual ransfer, or on-off operaions. 3.. alarm: an indicaing device or funcion ha provides a visible and/or audible indicaion if and when he value of a measured or iniiaing variable is ouside of se limis, has changed from a safe o an unsafe condiion, or has changed from a normal o an abnormal operaing sae or condiion. a) acuaion may be by a binary or analog device or funcion. b) indicaion may be by any or all of he following: annunciaor panels, flashing lighs, priners, buzzers, bells, horns, sirens, or shared graphic display sysems. 3..3 analog: a signal or device ha has no discree posiions or saes and changes value as is inpu changes value and when used in is simples form, as in "analog signal" as opposed o "binary signal ; he erm denoes a coninuously varying quaniy. 3..4 applicaion sofware: sofware specific o a user applicaion ha is configurable and in general conains logic sequences, permissive and limi expressions, conrol algorihms, and oher code required o conrol he appropriae inpu, oupu, calculaions, and decisions; see also sofware 3..5 assignable: a sysem feaure permiing channeling or direcing of a signal from one device o anoher wihou he need for changes in wiring eiher by means of paching, swiching, or via keyboard commands o he sysem. 3..6 auo-manual saion: a manual loading saion or conrol saion ha also provides swiching beween manual and auomaic conrol modes of a conrol loop; see also manual saion.
ANSI/ISA-5.-009-8 - 3..7 balloon: an alernae erm for he circular symbol used o denoe and idenify he purpose of an insrumen or funcion ha may conain a ag number; see preferred erm bubble. 3..8 basic process conrol sysem (BPCS): insrumenaion and sysems ha are insalled o monior and conrol normal producion operaions using, bu no limied o combinaions of single-loop pneumaic and elecronic moniors and conrollers, programmable logic conrollers and disribued conrol sysems. (a) A BPCS is necessary o operae a plan or process. 3..9 behind he panel: a locaion ha in a broad sense means no normally accessible o an operaor, such as he rear of an insrumen or conrol panel, an enclosed insrumen rack or cabine, or an insrumen rack room wihin an area ha conains a panel. 3..0 binary: a signal or device ha has only wo discree posiions or saes, and when used in is simples form, as in "binary signal" as opposed o "analog signal," he erm denoes an "on-off" or "high-low" sae. 3.. board: a freesanding srucure consising of one or more secions, cubicles, or consoles ha has groups of discree insrumens mouned on i, houses he operaor-process inerface, and is chosen o have a unique designaion; see panel. 3.. bubble: he preferred erm for he circle-based symbols used o denoe and idenify he purpose of an insrumen or funcion ha may conain a ag number; see alernae erm balloon. 3..3 communicaion link: a wire, cable, or elecromagneic nework or bus sysem ha connecs dedicaed microprocessor-based and compuer-based sysems so ha hey share a common daabase, and communicaes according o a rigid proocol in a hierarchical and/or peer-o-peer relaionship; see daalink. a) wire or cable neworks may be wised pair, coaxial, elephone, or fiber opic. b) elecromagneic neworks may be radio or microwave. 3..4 compuer conrol sysem: a sysem in which all conrol acion akes place wihin a conrol compuer, such as a mainframe compuer or mini-compuer, which may be single or redundan. 3..5 compuing device: he preferred erm for a device ha performs one or more calculaions or logic operaions, or boh, and ransmis one or more resulan oupu signals; see also compuing relay.
- 9 - ANSI/ISA-5.-009 3..6 compuing relay: an alernae erm for a device ha performs one or more calculaions or logic operaions, or boh, and ransmis one or more resulan oupu signals; see also compuing device. 3..7 compuing funcion: a hardware or sofware funcion ha performs one or more calculaions or logic operaions, or boh, and ransmis one or more resulan oupu signals. 3..8 configurable: a erm for devices or sysems whose funcional and/or communicaion characerisics can be seleced or rearranged hrough seing of program swiches, applicaion sofware, fill-in-he-blank forms, pull-down menus, enered values or ex, and/or oher mehods, oher han rewiring as a means of alering he configuraion. 3..9 conroller: a device having an oupu ha varies o regulae a conrolled variable in a specified manner ha may be a self-conained analog or digial insrumen, or may be he equivalen of such an insrumen in a sharedconrol sysem. a) an auomaic conroller varies is oupu auomaically in response o a direc or indirec inpu of a measured process variable. b) a manual conroller, or manual loading saion, varies is oupu in response o a manual adjusmen; i is no dependen on a measured process variable. c) a conroller may be an inegral elemen of oher funcional elemens of a conrol loop. 3..0 conrol saion: a manual loading saion ha also provides swiching beween manual and auomaic conrol modes of a conrol loop; see also auo-manual saion. a). he operaor inerface of a disribued conrol sysem may be referred o as a conrol saion. 3.. conrol valve: a device, oher han a common, hand-acuaed process block valve or self-acuaed check valve, ha direcly manipulaes he flow of one or more fluid process sreams. a) he designaion "hand conrol valve" shall be limied o hand-acuaed valves ha when used for process hroling require idenificaion as an insrumen or conrol device. 3.. converer: a device ha receives informaion as one form of an insrumen signal and ransmis an oupu signal as anoher form, such as a curren-o-pneumaic signal converer. a). an insrumen ha changes a sensor s oupu o a sandard signal, is properly designaed as a ransmier, no a converer; ypically, a emperaure elemen [TE] connecs o a ransmier [TT], no o a converer [TY].
ANSI/ISA-5.-009-0 - b) a converer is someimes referred o as a ransducer, a compleely general erm no recommended for signal conversion. 3..3 daalink: a wire, cable, or elecromagneic nework or bus sysem ha connecs field-locaed devices wih dedicaed microprocessors so ha hey share a common daabase and communicae according o a rigid proocol in a hierarchical and/or peer-o-peer relaionship o oher such devices and/or compaible microprocessor-based sysems; see also communicaion link. a) wire or cable neworks may be wised pair, coaxial, elephone, or fiber opic. b) elecromagneic neworks may be radio or microwave. 3..4 deecor: a device ha is used o deec he presence of somehing, such as flammable or oxic gases or discree pars; see also primary elemen and sensor. 3..5 device: a piece of insrumen hardware ha is designed o perform a specific acion or funcion, such as a conroller, indicaor, ransmier, annunciaor, or conrol valve. 3..6 digial: a signal or device ha generaes or uses binary digi signals o represen coninuous values or discree saes. 3..7 discree insrumen a device or hardware ha has a separae eniy, such as a single-case conroller or recorder. 3..8 discree signals: signals ha have any number of non-coninuous disinc or defined saes or posiions. a) Binary signals are a subse. 3..9 disribued conrol sysem (DCS): insrumenaion, inpu/oupu devices, conrol devices and operaor inerface devices, which in addiion o execuing saed conrol and indicaion funcions, also permi ransmission of conrol, measuremen, and operaing informaion o and from single or muliple-user specifiable locaions, conneced by single or muliple communicaion links. 3..30 field insrumen: an insrumen ha is no mouned on a panel or console or in a conrol room bu commonly in he viciniy of is primary elemen or final conrol elemen; see local insrumen. 3..3 final conrol elemen: a device, such as a conrol valve, ha direcly conrols he value of he manipulaed variable of a conrol loop.
- - ANSI/ISA-5.-009 3..3 funcion: he purpose of, or he acion performed by, a device or applicaion sofware. 3..33 hardware: physical equipmen direcly involved in performing measuring, monioring, and conrolling funcions. 3..34 high level conrol sysem (HLCS): A sysem ha provides sophisicaion above ha of he BPCS; wih funcions ypically based in process compuer or higher level hardware ha ineracs wih he process by manipulaing sepoins in he BPCS. (a) Conrol funcions in he HLCS include, bu are no limied o, saisical process conrol and model predicive conrol. (b) An HLCS is no necessary o operae a plan or process. 3..35 idenificaion: he sequence of leers or numerals, or boh, used o designae an individual insrumen, funcion, or loop. 3..36 insrumen: a device used for direc or indirec measuremen, monioring, and/or conrol of a variable, including primary elemens, indicaors, conrollers, final conrol elemens, compuing devices, and elecrical devices such as annunciaors, swiches, and pushbuons. a) he erm does no apply o a devices inernal componens or pars, such as receiver bellows or resisors. 3..37 insrumenaion: a collecion of insrumens, devices, hardware, or funcions or heir applicaion for he purpose of measuring, monioring, or conrolling an indusrial process or machine, or any combinaion of hese. 3..38 local insrumen: an insrumen ha is no mouned on a panel or console or in a conrol room, bu commonly in he viciniy of is primary elemen or final conrol elemen; see field insrumen. 3..39 local panel: a panel ha is no a cenral or main panel and is commonly locaed in he viciniy of plan subsysems or sub-areas. a) he erm "local panel insrumen" should no be confused wih "local insrumen. 3..40 loop: insrumenaion arranged as a combinaion of wo or more insrumens or funcions arranged so ha signals pass from one o anoher for he purpose of measuremen and indicaion or conrol of a process variable. a) a self-conained device ha measures and conrols a process variable.
ANSI/ISA-5.-009 - - 3..4 manual loading saion: a device or funcion ha has a manually adjusable oupu, and may also have indicaors, lighs, and/or oher funcions, ha is used o acuae and/or modulae one or more devices, bu does no provide swiching beween auo-manual modes of a conrol loop. 3..4 measuremen: he deerminaion of he exisence and/or magniude of a process variable. 3..43 monior: a general erm for an insrumen or insrumen sysem used o measure or sense he saus or magniude of one or more variables for he purpose of deriving useful informaion, and ha someimes means analyzer, indicaor, or alarm. 3..44 monior ligh: a ligh ha indicaes which of a number of normal, bu no abnormal, condiions of a sysem or device exiss; see also pilo ligh. 3..45 panel: a freesanding or buil-in srucure consising of one or more secions, cubicles, consoles, or desks ha has groups of insrumen hardware mouned on i, houses he operaor-process inerface, and is given a unique designaion. 3..46 panel-mouned: an insrumen or oher device ha is mouned on a panel or console and is accessible for an operaor's normal use. a) a funcion ha is normally accessible o an operaor in a shared-display sysem is he equivalen of a discree panel-mouned device. 3..47 pilo ligh: a ligh ha indicaes which of a number of normal condiions of a sysem or device exiss; i is no an alarm ligh, which indicaes an abnormal condiion. See also monior ligh. 3..48 primary elemen: an exernal or inernal insrumen or sysem elemen ha quaniaively convers he measured variable ino a form suiable for measuremen; see also deecor and sensor: a) an orifice plae is an exernal primary elemen b) he sensor of a ransmier is an inernal primary elemen. 3..49 process: any operaion or sequence of operaions involving a change of energy, sae, composiion, dimension, or oher properies ha may be defined wih respec o zero or some oher defined iniial value.
- 3 - ANSI/ISA-5.-009 3..50 process variable: any measurable propery of a process; used in his sandard o apply o all variables oher han insrumen signals beween devices in a loop. 3..5 program: a repeaable sequence of acions ha defines he sae of oupus as a fixed relaionship o he sae of inpus. 3..5 programmable logic conroller: a conroller, usually wih muliple inpus and oupus, ha conains an alerable program ha is ypically used o conrol binary and/or discree logic or sequencing funcions, and may also be used o provide coninuous conrol funcions. 3..53 relay: a device, whose funcion is o pass on informaion in an unchanged form or in some modified form, ofen used o mean he preferred erm compuing device. a) relay is a erm applied specifically o an elecric, pneumaic, or hydraulic swiching device ha is acuaed by a signal, and o funcions performed by a relay. 3..54 safey insrumened sysem: a sysem composed of sensors, logic solvers, and final conrol elemens for he purpose of aking he process o a safe sae when pre-deermined condiions are violaed. 3..55 scan: o sample, in a predeermined manner, each of a number of variables periodically or inermienly. a) a scanning device is ofen used o ascerain he sae or value of a group of variables, and may be associaed wih oher funcions such as recording and alarming. 3..56 sensor: a separae or inegral par or funcion of a loop or an insrumen ha firs senses he value of a process variable, ha assumes a corresponding predeermined and inelligible sae, and/or generaes an oupu signal indicaive of or proporional o he process variable; see also deecor and primary elemen. 3..57 sepoin: an inpu variable ha ses he desired value of he conrolled variable manually, auomaically, or by means of a program in he same unis as he conrolled variable. 3..58 shared conrol: a feaure of a conrol device or funcion ha conains a number of pre-programmed algorihms, which are user rerievable, configurable, and connecable, and allows user-defined conrol sraegies or funcions o be implemened, a) ofen used o describe he conrol feaures of a disribued conrol sysem, programmable logic conroller, or oher microprocessor or mainframe compuer based sysem.
ANSI/ISA-5.-009-4 - b) conrol of muliple process variables can be implemened by sharing he capabiliies of a single device of his kind. 3..59 shared display: he operaor inerface device, a video, ligh-emiing diode, liquid crysal, or oher display uni, used o display process conrol informaion from a number of sources a he command of he operaor, ofen used o describe he visual feaures of a disribued conrol sysem, programmable logic conroller, or oher microprocessor or mainframe compuer based sysem. 3..60 sofware: he programs, codes, procedures, algorihms, paerns, rules, and associaed documenaion required for he operaion or mainenance of microprocessor or compuer sysems; see also applicaion sofware. 3..6 sofware link: he inerconnecion of sysem componens via communicaion neworks or funcions via sofware or keyboard insrucion. 3..6 supervisory sepoin conrol sysem: he generaion of sepoin and/or oher conrol informaion by a compuer conrol sysem for use by shared conrol, shared display or oher regulaory conrol devices. 3..63 swich: a device ha connecs, disconnecs, selecs, or ransfers one or more circuis and is no designaed as a conroller, a relay, or a conrol valve; he erm is also applied o he funcions performed by swiches. 3..64 es poin: a process connecion o which no insrumen is permanenly conneced, bu which is inended for he emporary or inermien connecion of an insrumen. 3..65 ransducer: a general erm for a device, which can be a primary elemen, ransmier, relay, converer or oher device, ha receives informaion in he form of one or more physical quaniies, modifies he informaion or is form, or boh if required, and produces a resulan oupu signal. 3..66 ransmier: a device ha senses a process variable hrough he medium of a sensor or measuring elemen and has an oupu whose seady-sae value varies only as a predeermined funcion of he process variable. a) he sensor can be an inegral par, as in a direc-conneced pressure ransmier, or a separae par, as in a hermocouple.
- 5 - ANSI/ISA-5.-009 4 Idenificaion leers able 4. Idenificaion leers able 4.. This clause provides in abular form he alphabeic building blocks of he Insrumen and Funcion Idenificaion Sysem in a concise, easily referenced manner. 4.. Table 4., ogeher wih Clause 4., defines and explains he meanings of he individual leers when used o idenify loop and device funcions. 4..3 The leers in Table 4. shall have he mandaory meanings assigned excep he user shall assign: a) Variables o he User s Choice leers in column and funcions o he User s Choice leers in columns 3, 4 and 5 when such leers are used. b) Meanings o he blanks in columns, 3, 4, and 5 when addiional funcions or modifiers are assigned. c) When such assignmens are made hey shall be documened in he User s engineering and design sandards or guidelines and on drawing legend shees. 4. Table 4. Idenificaion leers explanaory noes The following noes, indicaed in Table 4. by parenheses, are o be used as an aid in undersanding he meanings of he leers when hey are used in cerain posiions in Loop Idenificaion Leer(s) or Funcional Idenificaions. () Firs Leers are a Measured/Iniiaing Variable and, if required, a combinaion of a Measured/Iniiaing Variable and a Variable Modifier ha shall be referred o by he combined meaning. () The specific meanings given for Measured/Iniiaing Variables [A], [B], [E], [F], [H], [I], [J], [K] [L], [P], [Q], [R], [S], [T], [U], [V], [W], [Y], and [Z] shall no be modified. (3) Measured/Iniiaing Variable analysis [A] shall be used for all ypes of process sream composiion and physical propery analysis. The ype of analyzer, and for sream componen analyzers he componens of ineres, shall be defined ouside he agging bubble. (a) User s Choice Measured/Iniiaing Variables [C], [D], and [M] are assigned o idenify conduciviy, densiy, and moisure analysis, respecively, when i is he user s common pracice. (4) Measured/Iniiaing Variable analysis [A] shall no be used o idenify vibraion or oher ypes of mechanical or machinery analysis, which shall be idenified by Measured/Iniiaing Variable vibraion or mechanical analysis [V]. (5) User s Choice leers [C], [D], [M], [N], and [O] ha cover unlised repeiive meanings ha may have one meaning as a Measured or Iniiaing Variable and anoher as a Succeeding-Leer shall be defined only once. For example, [N] may be defined as modulus of elasiciy as a Measured/Iniiaing Variable and oscilloscope as a Readou/Passive Funcion. (6) Measured/Iniiaing Variable mulivariable [U] idenifies an insrumen or loop ha requires muliple poins of measuremen or oher inpus o generae single or muliple oupus, such as a PLC ha uses muliple pressure and emperaure measuremens o regulae he swiching of muliple on-off valves.
ANSI/ISA-5.-009-6 - (7) Measured/Iniiaing Variable vibraion or mechanical analysis [V] is inended o perform he funcion in machinery monioring ha Measured/Iniiaing Variable analysis [A] performs in process monioring and excep for vibraion, i is expeced ha he variable of ineres will be defined ouside he agging bubble. (8) Firs-Leer or Succeeding-Leer for unclassified devices or funcions [X] for non-repeiive meanings ha are used only once or o a limied exen may have any number of meanings ha shall be defined ouside he agging bubble or by a noe in he documen. For example, [XR-] may be a sress recorder and [XX-4] may be a sress oscilloscope. (9) Measured/Iniiaing Variable even, sae, or presence [Y] is inended for use when conrol or monioring responses are no driven by ime or ime schedule--bu driven by evens, presence, or sae. (0) Measured/Iniiaing Variable and Variable Modifier combinaions shall be seleced according o how he propery being measured is modified or changed. () Direc measured variables ha shall be considered as Measured/Iniiaing Variables for Loop Numbering shall include bu are no limied o: (a) Differenial [D] pressure [PD] or emperaure [TD]. (b) Toal [Q] flow oalizer [FQ], when direcly measured, such as by a posiive displacemen flowmeer. (c) X-axis, y-axis, or z-axis [X], [Y], or [Z] vibraion [VX], [VY], and [VZ], force [WX], [WY], or [WZ] or posiion [ZX], [ZY], or [ZZ]. () Derived or calculaed from oher direc measured variables ha should no be considered as Measured/Iniiaing Variables for Loop Numbering shall include bu are no limied o: (a) (b) (c) Difference [D] emperaure [TD] or weigh [WD]. Raio [F] Flow [FF], pressure [PF], or emperaure [TF]. Time rae of change [K] pressure [PK], emperaure [TK], or weigh [WK]. (3) Variable Modifier ime or ime schedule [K] in combinaion wih a Measured/Iniiaing Variable signifies a ime rae of change of he measured or iniiaing variable; [WK], represens a rae-of-weighloss loop. (4) Variable Modifier safey [S] is echnically no a direc-measured variable bu is used o idenify self-acuaed emergency proecive primary and final conrol elemens only when used in conjuncion wih Measured/Iniiaing Variables flow [F], pressure [P] or emperaure [T]. And because of he criical naure of such devices, [FS, PS, and TS] shall be considered as Measured/ Iniiaing Variables in all Loop Idenificaion Number consrucion schemes: (a) Flow safey valve [FSV] applies o valves inended o proec agains an emergency excess flow or loss of flow condiion. Pressure safey valve [PSV] and emperaure safey valve [TSV] apply o valves inended o proec agains emergency pressure and emperaure condiions. This applies regardless of wheher he valve consrucion or mode of operaion places i in he caegory of safey valve, relief valve, or safey relief valve. (b) A self-acuaed pressure valve ha prevens operaion of a fluid sysem a a higher-handesired pressure by bleeding fluid from he sysem is a backpressure conrol valve [PCV], even if he valve is no inended o be used normally. However, his valve is designaed a pressure
- 7 - ANSI/ISA-5.-009 safey valve [PSV] if i proecs agains emergency condiions hazardous o personnel and/or equipmen ha are no expeced o arise normally. (c) Pressure rupure disc [PSE] and fusible link [TSE] apply o all sensors or primary elemens inended o proec agains emergency pressure or emperaure condiions. (d) [S] shall no be used o idenify Safey Insrumened Sysems and componens, see (30). (5) The grammaical form of Succeeding Leer meanings shall be modified as required; for example, indicae [I] may be read as indicaor or indicaing, and ransmi [T] may be read as ransmier or ransmiing. (6) Readou/Passive Funcion glass, gauge, or viewing device [G] should be used insead of Readou/Passive Funcion indicae [I] for insrumens or devices ha provide a secondary view, such as level glasses, pressure gauges, hermomeers, and flow sigh glasses. (a) Also used o idenify devices ha provide an uncalibraed view of plan operaions, such as elevision moniors. (7) Readou/Passive Funcion indicae [I] applies o he analog or digial readou of an acual measuremen or inpu signal o a discree insrumen or a disribued conrol sysem's video display uni. (a) In he case of a manual loader, i should be used for he dial or seing indicaion of he oupu signal being generaed, [HIC] or [HIK]. (8) Readou/Passive Funcion scan [J] when used shall indicae a non-coninuous periodic reading of wo or more Measured/Iniiaing Variables of he same or differen kinds, such as mulipoin emperaure and pressure recorders. (9) Readou/Passive Funcion ligh [L] idenifies devices or funcions ha are inended o indicae normal operaing saus, such as moor on-off or acuaor posiion, and is no inended for alarm indicaion. (0) Readou/Passive Funcion record [R] applies o any permanen or semi-permanen elecronic or paper media sorage of informaion or daa in an easily rerievable form. () Readou/Passive and Oupu/Acive Funcion mulifuncion [U] is used o: (a) (b) (c) Idenify conrol loops ha have more han he usual indicae/record and conrol funcions. Save space on drawings by no showing angen bubbles for each funcion. A noe describing he muliple funcions should be on he drawing if needed for clariy. () Readou/Passive Funcion accessory [X] is inended o idenify hardware and devices ha do no measure or conrol bu are required for he proper operaion of insrumenaion. (3) There are differences in meaning o be considered when selecing beween Oupu/Acive Funcions for conrol [C], swich [S], valve, damper, or louver [V], and auxiliary device [Y]: (a) Conrol [C] means an auomaic device or funcion ha receives an inpu signal generaed by a Measured/Iniiaing Variable and generaes a variable oupu signal ha is used o modulae or swich a valve [V] or auxiliary device [Y] a a predeermined sepoin for ordinary process conrol.
ANSI/ISA-5.-009-8 - (b) Swich [S] means a device or funcion ha connecs, disconnecs, or ransfers one or more air, elecronic, elecric, or hydraulic signals, or circuis ha may be manually acuaed or auomaically acuaed direcly by a Measured or Iniiaing Variable, or indirecly by a Measured or Iniiaing Variable ransmier. (c) Valve, damper, or louver [V] means a device ha modulaes, swiches, or urns on/off a process fluid sream afer receiving an oupu signal generaed by a conroller [C], swich [S], or auxiliary device [Y]. (d) Auxiliary device [Y] means an auomaic device or funcion acuaed by a conroller [C], ransmier [T], or swich [S] signal ha connecs, disconnecs, ransfers, compues, and/or convers air, elecronic, elecric, or hydraulic signals or circuis. (e) The succeeding leers CV shall no be used for anyhing oher han a self-acuaed conrol valve. (4) Oupu/Acive Funcion conrol saion [K] shall be used for: (a) Designaing an operaor accessible conrol saion used wih an auomaic conroller ha does no have an inegral operaor accessible auo-manual and/or conrol mode swich. (b) Spli archiecure or fieldbus conrol devices where he conroller funcions are locaed remoely from he operaor saion. (5) Oupu/Acive Funcion auxiliary devices and funcions [Y] include, bu are no limied o, solenoid valves, relays, and compuing and convering devices and funcions (6) Oupu/Acive Funcion auxiliary devices [Y] for signal compuing and convering when shown in a diagram or drawing shall be defined ouside heir bubbles wih an appropriae symbol from Table 5.6 Mahemaical Funcion Blocks and when wrien in ex shall include a descripion of he mahemaical funcion from Table 5 6. (7) Funcion Modifiers high [H], low [L], and middle or inermediae [M] when applied o posiions of valves and oher open-close devices, are defined as follows: (a) High [H], he valve is in or approaching he fully open posiion, open [O] may be used as an alernaive. (b) Low [L] he valve is in or approaching he fully closed posiion; closed [C] may be used as an alernaive. (c) Middle or inermediae [M] he valve is raveling or locaed in beween he fully open or closed posiion. (8) Funcion Modifier deviaion [D] when combined wih Readou/Passive Funcion [A] (alarm) or Oupu/Acive Funcion S (swich) indicaes a measured variable has deviaed from a conroller or oher sepoin more han a predeermined amoun. (a) Funcion Modifiers high [H] or low [L] shall be added if only a posiive or negaive deviaion, respecively, is of imporance. (9) Funcion Modifiers high [H], low [L], and middle or inermediae [M] when applied o alarms correspond o values of he measured variable, no o values of he alarm-acuaing signal, unless oherwise noed:
- 9 - ANSI/ISA-5.-009 (a) A high-level alarm derived from a reverse-acing level ransmier signal is an LAH, even hough he alarm is acuaed when he signal falls o a low value. (b) The erms shall be used in combinaion as appropriae o indicae muliple levels of acuaion from he same measuremen, for example high [H] and high-high [HH], low [L] and lowlow [LL], or high-low [HL]. (30) Variable Modifier [Z] is echnically no a direc-measured variable bu is used o idenify he componens of Safey Insrumened Sysems. (a) [Z] shall no be used o idenify he safey devices noed in (4).
ANSI/ISA-5.-009-30 - Table 4. Idenificaion leers Noe: Numbers in parenheses refer o he preceding explanaory noes in Clause 4.. Firs leers () Succeeding leers (5) Column Column Column 3 Column 4 Column 5 Measured/Iniiaing Variable Variable Modifier (0) Readou/Passive Funcion Oupu/Acive Funcion Funcion Modifier A Analysis ()(3)(4) Alarm B Burner, Combusion () User s Choice (5) User s Choice (5) User s Choice (5) C User s Choice (3a)(5) Conrol (3a)(3e) Close (7b) D User s Choice (3a)(5) Difference, Differenial, (a)(a) E Volage () Sensor, Primary Elemen Deviaion (8) F Flow, Flow Rae () Raio (b) G User s Choice Glass, Gauge, Viewing Device (6) H Hand () High (7a)( 8a)(9) I Curren () Indicae (7) J Power () Scan (8) K Time, Schedule () Time Rae of Change (c)(3) Conrol Saion (4) L Level () Ligh (9) Low (7b)( 8)(9) M User s Choice (3a)(5) Middle, Inermediae (7c)(8) (9) N User s Choice (5) User s Choice (5) User s Choice (5) User s Choice (5) O User s Choice (5) Orifice, Resricion Open (7a) P Pressure () Poin (Tes Connecion) Q Quaniy () Inegrae, Toalize (b) Inegrae, Toalize R Radiaion () Record (0) Run S Speed, Frequency () Safey(4) Swich (3b) Sop T Temperaure () Transmi U Mulivariable ()(6) Mulifuncion () Mulifuncion () V Vibraion, Mechanical Analysis ()(4)(7) W Weigh, Force () X Unclassified (8) X-axis (c) Y Even, Sae, Presence ()(9) Y-axis (c) Well, Probe Accessory Devices (), Unclassified (8) Valve, Damper, Louver (3c)(3e) Unclassified (8) Unclassified (8) Auxiliary Devices (3d)( 5)( 6) Z Posiion, Dimension () Z-axis (c), Safey Insrumened Sysem (30) Driver, Acuaor, Unclassified final conrol elemen