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    Environmental Conditionsfor Process Measurementand Control Systems:

    Mechanical Influences

    Approved 12 January 1995

    ANSI/ISAS71.031995

    A M E R I C A N N A T I O N A L S T A N D A

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    Copyright

    1995 by the Instrument Society of America. All rights reserved. Printed in the UnitedStates of America. No part of this publication may be reproduced, stored in a retrieval system, ortransmitted in any form or by any means (electronic, mechanical, photocopying, recording, orotherwise), without the prior written permission of the publisher.

    ISA67 Alexander DriveP.O. Box 12277Research Triangle Park, North Carolina 27709

    ANSI/ISA-S71.03, Environmental Conditions for Process Measurement and Control Systems:Mechanical Influences

    ISBN: 1-55617-576-0

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    ANSI/ISA-S71.03-1995 3

    Preface

    This preface, as well as all footnotes and annexes, is included for informational purposes onlyand is not part of ANSI/ISA-S71.03.

    This standard has been prepared as part of the service of ISA, the international society formeasurement and control, toward a goal of uniformity in the field of instrumentation. To be of realvalue, this document should not be static but should be subject to periodic review. Toward thisend, the Society welcomes all comments and criticisms and asks that they be addressed to theSecretary, Standards and Practices Board; ISA; 67 Alexander Drive; P. O. Box 12277; ResearchTriangle Park, NC 27709; Telephone (919) 990-9227; Fax (919) 549-8288; e-mail:[email protected].

    The ISA Standards and Practices Department is aware of the growing need for attention to themetric system of units in general, and the International System of Units (SI) in particular, in thepreparation of instrumentation standards, recommended practices, and technical reports. TheDepartment is further aware of the benefits to USA users of ISA standards of incorporating

    suitable references to the SI (and the metric system) in their business and professional dealingswith other countries. Toward this end, this Department will endeavor to introduce SI-acceptablemetric units in all new and revised standards to the greatest extent possible. The Metric PracticeGuide, which has been published by the Institute of Electrical and Electronics Engineers asANSI/IEEE Std. 268-1992, and future revisions, will be the reference guide for definitions,symbols, abbreviations, and conversion factors.

    It is the policy of ISA to encourage and welcome the participation of all concerned individuals andinterests in the development of ISA standards. Participation in the ISA standards-makingprocess by an individual in no way constitutes endorsement by the employer of that individual, ofISA, or of any of the standards, recommended practices, and technical reports that ISA develops.

    This document is one of several standards that address various environmental conditions

    affecting process measurement and control systems. In developing this standard, the committeegoals included the following:

    1) To provide a practical standard that can be applied with a minimum of research andtechnical effort by the user.

    2) To provide a concise method of stating environmental classifications for convenientcommunications between all users of the standard.

    3) To cover real-world ranges of each classified parameter.

    The following people served as members of ISA Committee SP71:

    NAME COMPANY

    K. Gulick, Chairman Digital Equipment Corporation*M. Zielinski, Managing Director FisherRosemountD. Boyle Consultant

    *One vote per company

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    4 ANSI/ISA-S71.03-1995

    NAME COMPANY

    *D. Brown FisherRosemountR. Calcavecchio ConsultantR. Cowles Union Camp CorporationE. Demers Foxboro CompanyL. Falat Westvaco Technical Center

    R. Funwela U.S. SteelM. Hopkins KeyTek Instrument CorporationM. Huza Flanders/FCP MicroenvironmentalE. Lee U.S. Nuclear Regulatory AgencyL. Leonard ConsultantT. Mallory Power Safety InternationalC. Muller Purafil, Inc.A. Perkins Rhorback Cosasco SystemsJ. Saine Weyerhaeuser Company

    *T. Schey Allen-Bradley CompanyT. Shelton Westvaco CorporationK. Stickrod ABB

    *R. Turk Allen-Bradley CompanyJ. Vajda Modicon, Inc.

    *C. Yi FisherRosemount

    This standard was approved for publication by the ISA Standards and Practices Board onJanuary 2, 1995.

    NAME COMPANY

    M. Widmeyer, Vice President Washington Public Power Supply System

    H. Baumann H. D. Baumann, Inc.D. Bishop Chevron USA Production CompanyP. Brett Honeywell, Inc.W. Calder III Calder EnterprisesH. Dammeyer Phoenix Industries, Inc.R. Dieck Pratt & WhitneyH. Hopkins Utility Products of ArizonaA. Iverson Lyondell Petrochemical CompanyK. Lindner Endress + Hauser GmbH + CompanyT. McAvinew Metro Wastewater Reclamation DistrictA. McCauley, Jr. Chagrin Valley Controls, Inc.G. McFarland Honeywell Industrial Automation & Control

    J. Mock ConsultantE. Montgomery Fluor Daniel, Inc.D. Rapley Rapley Engineering ServicesR. Reimer Allen-Bradley CompanyR. Webb Pacific Gas & Electric CompanyW. Weidman ConsultantJ. Weiss Electric Power Research Institute

    *One vote per company

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    ANSI/ISA-S71.03-1995 5

    NAME COMPANY

    J. Whetstone National Institute of Standards & TechnologyC. Williams Eastman Kodak CompanyG. Wood Graeme Wood ConsultingM. Zielinski FisherRosemount

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    ANSI/ISA-S71.03-1995 7

    Contents

    1 Purpose ................................................................................................................................... 9

    2 Scope ...................................................................................................................................... 9

    3 Introduction ............................................................................................................................ 9

    4 Definitions ............................................................................................................................ 10

    5 Location classification ........................................................................................................ 10

    5.1 Explanation of instrument locations and mechanical influence classes ..................... 105.2 Instrument locations ................................................................................................... 115.3 Class of mechanical influence .................................................................................... 11

    6 Example of intended usage ................................................................................................ 13

    Annex

    A Vibration test program........................................................................................................ 15

    Tables

    1 Vibration ............................................................................................................................. 122 Shock ................................................................................................................................. 12

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    ANSI/ISA-S71.03-1995 9

    1 Purpose

    The purpose of this standard is to classify mechanical influences that may affect processmeasurement and control instruments, in order to provide users and manufacturers of the

    instruments with a means of specifying the class of mechanical influences to which a specifiedinstrument may be exposed.

    This document is one of a series of standards on environmental conditions for processmeasurement and control systems.

    2 Scope

    2.1 This standard encompasses mechanical influences, specifically shock and vibration, forindustrial process measurement and control systems. Specifications for other environmental con-ditions, including seismic and transportation, are beyond the scope of this standard.

    2.2 This standard establishes mechanical influence classes for non-mobile installations, andincludes storage.

    2.3 The classes of environmental conditions that are specified in this standard are suitable forprocess instrumentation. The classes, which include design, manufacturing, sales, installation,test, use, and maintenance, serve as a guide to establish requirements for environmental controlof buildings or other protective housings for industrial process measurements and control systems.

    2.4 These classifications pertain only to the environment external to the instrument that may affectthe instrument externally or internally.

    2.5 The effects of environmental conditions on the safety, comfort, and performance of operatingand maintenance personnel are not considered in this standard.

    This standard is limited to vibration and shock only, covering mechanical influences that affectindustrial measurement and control systems.

    3 Introduction

    3.1 Normal operating conditions for vibration have been established according to the type oflocation. Within each classification, severity levels have been established. Parameter limit valuesare tabulated for each classification and severity level of the location. These values are shown inTable 1of this standard. The classification consists of a class location letter, followed by a severityidentification numeral.

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    Example:

    Normal operating conditions, vibration classification A2, would represent a class A location and level 2

    severity.

    3.2 Normal operating conditions for shock have been established according to the type of equip-ment location. Within each classification, severity levels have been established based on equip-ment weight. Parameter limit values are tabulated for each classification and severity level of the

    location. These values are shown in Table 2of this standard. The classification consists of a classlocation letter, followed by a severity identification numeral.

    Example:

    Normal operating conditions, shock classification B1, would represent a class B location and level 1severity.

    3.3 Storage and handling conditions are specified with the equipment not powered, but storedand handled outside of its normal operating environment. Vibration and shock can be specifiedby using the classifications as described.

    Example:Storage and handling conditions, vibration class C3, would represent a class C location and a level 3severity; shock class C1 would represent a class C location and a level 1 severity.

    4 Definitions

    4.1 operating conditions, normal:The range of operating conditions within which an instrument

    is designed to operate and for which operating influences are stated.

    4.2 storage conditions: The conditions to which an instrument may be subjected prior toinstallation. Also included are the conditions that may exist during shutdown. No permanentphysical damage or impairment of operating characteristics shall take place under these conditions.

    5 Location classification

    5.1 Explanation of instrument locations and mechanical influence classes

    A broad distribution of shock and vibration levels exists within industries that use processmeasurement and control equipment. Each of these levels may produce an effect that rangesbetween insignificant and catastrophic. The effects of shock and vibration depend on the type ofequipment, method of application, and frequency of occurrence. They are also influencedby external factors such as temperature and corrosion. See ANSI/ISA-S71.01 andANSI/ISA-S71.04 standards for Environmental Conditions for Process Measurement andControl Systems.

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    ANSI/ISA-S71.03-1995 11

    Table 1is set up in such a way as to classify exposures by environment type and frequency-acceleration response, as described in Annex A.

    5.2 Instrument locations

    5.2.1 Environment "A" locations, defined as controlled mechanical influence environments, are

    those areas usually provided for sensitive process measurement and control systems that requirea controlled environment.

    5.2.2 Environment "B" locations, defined as uncontrolled mechanical influence environments, areprocess measurement and control system areas outside the controlled environment but not affecteddirectly by the process.

    5.2.3 Environment "C" locations, defined as uncontrolled mechanical influence environments, areprocess measurement and control system areas outside of the controlled area that are directlyaffected by the process.

    5.3 Class of mechanical influence

    5.3.1 Class 1, low severity

    This designation applies to an environment that is within the 90th percentile of the data recorded,as described inAnnex A.

    5.3.2 Class 2, moderate severity

    This designation applies to an environment that is within the 95th percentile of the data recorded,as described inAnnex A.

    5.3.3 Class 3, harsh severity

    This designation applies to an environment that is within the 99th percentile of the data recorded,as described in Annex A.

    5.3.4 Class X, severe

    This designation applies to an environment in which the mechanical influence causes total andunrecoverable loss of the use of an essential function. In this environment, the limit exceeds the99th percentile of the data recorded and described in AnnexAor is subject to negotiationbetween user and supplier.

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    Table 1 Vibration

    1Refer to Annex A.2See 5.2 for definition of operating environment.3See 5.3 for definition of mechanical influence.4See 5.3 for percentile occurrence classification.5Constant acceleration measured in meters m/sec2. Divide by 9.81 to get acceleration in g's (based on value of g

    at sea level: g=9.81 m/sec2.)6Peak displacement measured in millimeters (mm).7Use peak displacement (s) below 8 Hz to 9 Hz. Use constant acceleration (a) above 8 Hz to 9 Hz.8TBS = To Be Specified.

    Table 2 Shock

    1TBS = To Be Specified2Not to exceed values listed

    Operation vibration classes, percentiles, and environment(1, 3, 7)

    Environment2Class3/Percentile4

    1/90th 2/95th 3/99th X/Special

    Constant acceleration5/Peak displacement6

    VA 1.0/0.35 2.0/0.75 5.0/1.6 TBS8

    VB 2.0/0.75 5.0/1.6 10.0/3.5 TBS

    VC 10.0/3.5 20.0/7.5 50.0/16.0 TBS

    Weight (kg) Environment ClassFree fallHeight(cm)

    1/2 sineacceleration2

    (m/sec2)

    < 100 SA1

    x

    60

    TBS1

    250

    TBS

    100 - 200 SB1

    x

    45

    TBS

    70

    TBS

    > 200 SC1

    x

    30

    TBS

    20

    TBS

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    6 Example of intended usage

    6.1 The manufacturer and/or user should specify the system performance in a stated environ-mental class. The following example shows how a manufacturer or user might specify several sets

    of environmental classes for operating or maintaining the same system.

    Example 1

    Conditions Shock and vibration classNormal operating conditions, vibrations VA2Normal operating conditions, shock SB1Storage and handling VC3

    SC1

    This example might be used by an instrument manufacturer to indicate the following:

    a) The system is designed to operate within a control room type of environment with a

    maximum indicated vibration mechanical influence class 2.b) The system is designed to operate at shock levels normally experienced by equipment

    located on the shop floor with a maximum indicated limit mechanical influence class 1.

    c) The system can be stored and handled with a vibration maximum indicated limit listedas class 3 and a shock maximum indicated limit listed as class 1.

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    Annex A Vibration test program

    A.1 Introduction

    In the preparation of this series of standards that deal with environmental conditions for processmeasurement and control systems, it was determined that insufficient data were available todescribe the vibration levels of operating instrumentation. Therefore, in conjunction with thepreparation of this standard, a study was conducted to gather vibration information through theprocess industry in the United States and Canada. The data gathered were used to establish thevibration tables of this standard.

    NOTE All raw test data used in the preparation of this standard are the property of ISA.

    The vibration analyzer that was purchased for this study is normally used on rotating machinery.After each series of tests, the analyzer was recalibrated to assure repeatability.

    A.2 Testing procedure

    A.2.1 Test equipment

    The accelerometer of the vibration analyzer was mounted to a magnet and was sensitive in thedirection perpendicular to the force of the magnet. Measurements were taken on three planes foreach location where equipment would normally be mounted. Peak acceleration was recorded forfrequency ranges of 0-100 Hz and 0-2000 Hz.

    The field data were then processed to generate frequency-acceleration graphs and show the99th, 95th, and 90th percentiles for all the data collected in this program.

    A.2.2 Surfaces to be tested

    A device measurement requires that the vibration levels be recorded in three different directions.

    The accelerometer was mounted:

    a) perpendicular to the mounting surface;

    b) parallel to the mounting surface; and

    c) perpendicular to the first two positions.

    A.2.3 Testing procedure

    After mounting the accelerometer, the test chart was placed in the platen, the battery level waschecked, the range switch was set to 2000 Hz, and the test was started. The test was completedin about one minute. If any information existed in the 0-200 Hz range, the pen color waschanged, the range switched to 200 Hz, and the test run again.

    The test was repeated with the accelerometer placed in each of the positions listed in 2.2 above.

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    A.2.4 Documentation of data

    In addition to specific test technician, date, and other relevant information, the following datawere collected for each test.

    A.2.4.1 Process description: Identify industry and process as petroleum, pulp and paper, steel,mining, etc.

    A.2.4.2 Type: Identify application and instrument as temperature, pressure, flow, level, computer,etc.

    A.2.4.3 Type of mounting: State type and description such as pipe, floor, panel, rack, etc.

    A.2.4.4 Location Environmental: Specify exposed, sheltered, control room.

    A.2.4.5 Remarks:Describe anything that may have significantly influenced the test or the analysisof its results (e.g., truck passing during test).

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    Developing and promulgating technically sound consensus standards,

    recommended practices, and technical reports is one of ISA's primarygoals. To achieve this goal the Standards and Practices Departmentrelies on the technical expertise and efforts of volunteer committeemembers, chairmen, and reviewers.

    ISA is an American National Standards Institute (ANSI) accreditedorganization. ISA administers United States Technical AdvisoryGroups (USTAGs) and provides secretariat support for InternationalElectrotechnical Commission (IEC) and International Organization forStandardization (ISO) committees that develop process measurementand control standards. To obtain additional information on theSociety's standards program, please write:

    ISAAttn: Standards Department67 Alexander DriveP.O. Box 12277Research Triangle Park, NC 27709

    ISBN: 1-55617-576-0