STANDARD

ISA20.00.032001

Specification Forms for

Process Measurement and
Control Instruments
Part 3: Form Requirements
and Development Guidelines

Approved 04 April 2001

TM

ISAThe Instrumentation,
Systems, and
Automation Society
ISA20.00.032001
Specification Forms for Process Measurement and Control Instruments
Part 3: Form Requirements and Development Guidelines

ISBN: 1-55617-755-0

Copyright 2001 by ISAThe Instrumentation, Systems, and Automation Society. All rights reserved. Not
for resale. Printed in the United States of America. No part of this publication may be reproduced, stored in
a retrieval system, or transmitted, in any form or by any means (electronic, mechanical, photocopying,
recording, or otherwise), without the prior written permission of the Publisher.

ISA
67 Alexander Drive
P. O. Box 12277
Research Triangle Park, North Carolina 27709
USA
 3 ISA20.00.032001

Preface

This preface, as well as all footnotes and annexes, is included for information purposes and is not part of
ISA20.00.032001.

The standards referenced within this document may contain provisions that, through reference in this text,
constitute requirements of this document. At the time of publication, the editions indicated were valid. All
standards are subject to revision, and parties to agreements based on this document are encouraged to
investigate the possibility of applying the most recent editions of the standards indicated within this
document. Members of IEC and ISO maintain registers of currently valid International Standards. ANSI
maintain registers of currently valid U.S. National Standards.

This document has been prepared as part of the service of ISAThe Instrumentation, Systems, and
Automation Society, toward a goal of uniformity in the field of instrumentation. To be of real value, this
document should not be static but should be subject to periodic review. Toward this end, the Society
welcomes all comments and criticisms and asks that they be addressed to the Secretary, Standards and
Practices Board; ISA; 67 Alexander Drive; P. O. Box 12277; Research Triangle Park, NC 27709;
Telephone (919) 549-8411; Fax (919) 549-8288; E-mail: [email protected].

The ISA Standards and Practices Department is aware of the growing need for attention to the metric
system of units in general, and the International System of Units (SI) in particular, in the preparation of
instrumentation standards. The Department 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
dealings with other countries. Toward this end, this Department will endeavor to introduce SI-acceptable
metric units in all new and revised standards, recommended practices, and technical reports to the
greatest extent possible. Standard for Use of the International System of Units (SI): The Modern Metric
System, published by the American Society for Testing & Materials as IEEE/ASTM SI 10-97, 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 and interests
in the development of ISA standards, recommended practices, and technical reports. Participation in the
ISA standards-making process by an individual in no way constitutes endorsement by the employer of that
individual, of ISA, or of any of the standards, recommended practices, and technical reports that ISA
develops.

CAUTION ISA ADHERES TO THE POLICY OF THE AMERICAN NATIONAL STANDARDS

INSTITUTE WITH REGARD TO PATENTS. IF ISA IS INFORMED OF AN EXISTING PATENT THAT IS
REQUIRED FOR USE OF THE STANDARD, IT WILL REQUIRE THE OWNER OF THE PATENT TO
EITHER GRANT A ROYALTY-FREE LICENSE FOR USE OF THE PATENT BY USERS COMPLYING
WITH THE STANDARD OR A LICENSE ON REASONABLE TERMS AND CONDITIONS THAT ARE
FREE FROM UNFAIR DISCRIMINATION.

EVEN IF ISA IS UNAWARE OF ANY PATENT COVERING THIS STANDARD, THE USER IS
CAUTIONED THAT IMPLEMENTATION OF THE STANDARD MAY REQUIRE USE OF TECHNIQUES,
PROCESSES, OR MATERIALS COVERED BY PATENT RIGHTS. ISA TAKES NO POSITION ON THE
EXISTENCE OR VALIDITY OF ANY PATENT RIGHTS THAT MAY BE INVOLVED IN IMPLEMENTING
THE STANDARD. ISA IS NOT RESPONSIBLE FOR IDENTIFYING ALL PATENTS THAT MAY
REQUIRE A LICENSE BEFORE IMPLEMENTATION OF THE STANDARD OR FOR INVESTIGATING
THE VALIDITY OR SCOPE OF ANY PATENTS BROUGHT TO ITS ATTENTION. THE USER SHOULD
CAREFULLY INVESTIGATE RELEVANT PATENTS BEFORE USING THE STANDARD FOR THE
USERS INTENDED APPLICATION.
ISA20.00.032001 4

HOWEVER, ISA ASKS THAT ANYONE REVIEWING THIS STANDARD WHO IS AWARE OF ANY
PATENTS THAT MAY IMPACT IMPLEMENTATION OF THE STANDARD NOTIFY THE ISA
STANDARDS AND PRACTICES DEPARTMENT OF THE PATENT AND ITS OWNER.

ADDITIONALLY, THE USE OF THIS STANDARD MAY INVOLVE HAZARDOUS MATERIALS,

OPERATIONS OR EQUIPMENT. THE STANDARD CANNOT ANTICIPATE ALL POSSIBLE
APPLICATIONS OR ADDRESS ALL POSSIBLE SAFETY ISSUES ASSOCIATED WITH USE IN
HAZARDOUS CONDITIONS. THE USER OF THIS STANDARD MUST EXERCISE SOUND
PROFESSIONAL JUDGMENT CONCERNING ITS USE AND APPLICABILITY UNDER THE USERS
PARTICULAR CIRCUMSTANCES. THE USER MUST ALSO CONSIDER THE APPLICABILITY OF
ANY GOVERNMENTAL REGULATORY LIMITATIONS AND ESTABLISHED SAFETY AND HEALTH
PRACTICES BEFORE IMPLEMENTING THIS STANDARD.

The following people served as members of ISA Committee SP20:

NAME COMPANY

G. Barta, Chairman Bechtel Corp.

W. Albe Dow Corning Corp.
S. Alvarez Compania Inspeccion Mexicana
T. Baldwin Brown & Root, Inc.
N. Battikha Bergo Tech, Inc.
E. Berger Mitre Corp.
J. Carew Consultant
T. Caston Eastman Chemicals Co.
B. Cleary Rosemount, Inc.
K. Cole Burns & Roe Enterprises
E. Crawford Nova Control Systems, Inc.
T. D. Daniel Consultant
A. Engels Praxair, Inc.
G. Erk Consultant
F. Ford Bayer Corp.
G. Gifford Flowserve
R. Gulley Vara International
R. Hartman Fisher-Rosemount Systems, Inc.
C. Hill Brown & Root, Inc.
H. Hinssen Exxon Chemical Engineering
W. Ingham Stantec Consulting Ltd.
A. Iverson Ivy Optiks
D. Kelly VECO Rocky Mountain, Inc.
H. Koning DSM Services
M. Kulkarni General Instruments Consortium
T. McAvinew Merrick & Co.
A. McCauley Chagrin Valley Controls, Inc.
J. McQuighan Constellation Energy
J. Meppen Y. Meppen Consultants
D. Osborn Greeley & Hansen
C. Phillips Technip USA Corp.
G. Ramachandran Cytec Industries, Inc.
G. Richardson Thermco Instrument Corp.
J. Rourke Jacobs Engineering Group
P. Rowland SOIGNE Associates, Inc.
G. Sanders Penberthy, Inc.
M. Scott Process Measurement Tech. Ltd.
 5 ISA20.00.032001

J. Sen Bechtel Corp.

R. Shah Consultant
J. Soos Huntsman Corp.
M. Spencer Desktop Engineering Ltd.
J. Summerfield Consultant
R. Sundar Foster Wheeler USA Corp.
L. Takeyasu Kenonic Controls, Inc.
D. Taylor Spartan Controls
R. Town Jefferson Services Co, Inc.
I. Verhappen Syncrude Canada Ltd.
E. Welch Duke/Fluor Daniel, Inc.
B. Williams Merck & Co. Inc.

This standard was approved for publication by the ISA Standards and Practices Board on
04 April 2001.

NAME COMPANY

M. Zielinski Fisher-Rosemount Systems, Inc.

D. Bishop Consultant
M. Cohen Consultant
M. Coppler Ametek, Inc.
B. Dumortier Schneider Electric
W. Holland Southern Company
E. Icayan Advanced Control & Engineering Solutions
A. Iverson Ivy Optiks
R. Jones Dow Chemical Co.
V. Maggioli Feltronics Corp.
T. McAvinew Merrick & Co.
A. McCauley, Jr. Chagrin Valley Controls, Inc.
G. McFarland Westinghouse Process Control Inc.
D. Rapley Rapley Consulting Inc.
R. Reimer Rockwell Automation
J. Rennie Factory Mutual Research Corp.
H. Sasajima Yamatake Corp.
I. Verhappen Syncrude Canada Ltd.
R. Webb Power Engineers
W. Weidman Parsons Energy & Chemicals Group
J. Weiss EPRI
M. Widmeyer EG&G Defense Materials
R. Wiegle CANUS Corp.
C. Williams Eastman Kodak Co.
G. Wood Graeme Wood Consulting
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 7 ISA20.00.032001

Contents

1 Scope................................................................................................................................................... 13

2 Normative references........................................................................................................................... 13

3 Definitions ............................................................................................................................................ 13

4 Application ........................................................................................................................................... 13

5 Requirements and optional information ............................................................................................... 14

5.1 Form types, content, and order..................................................................................................... 14

5.2 Form formats ................................................................................................................................ 21

5.3 Form terminology.......................................................................................................................... 22

5.4 Data field content.......................................................................................................................... 22

6 Preparation of new specification forms ................................................................................................ 22

6.1 Reference sources........................................................................................................................ 23

6.2 Review and modification of Operating Parameters forms ............................................................ 23

6.3 Development guidelines for Device Specification forms ............................................................... 23

6.4 Contextual help instructions.......................................................................................................... 24

6.5 Pick list.......................................................................................................................................... 24

6.6 Data dictionary update.................................................................................................................. 25

6.7 Review and approval .................................................................................................................... 25

7 Classification and designation.............................................................................................................. 25

Annex A (informative) References.......................................................................................................... 27

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 9 ISA20.00.032001

Foreword

This standard has been prepared by ISAs SP20 standards committee, Instrument Specification Forms.
The ISASP20 committee welcomes comments and suggestions, and requests that they be addressed to
the Chairperson, ISA-SP20, ISA, 67 Alexander Drive, Research Triangle Park, NC 27709 USA.

This standard modifies the form style of the previous ISA-20-1981 to provide a dedicated page for
operating parameters, and expands the form content beyond the limitations of ISA-20-1981.

This standard applies to all processes of development and use of specification forms for process
measurement and control instruments. Specifically, it provides requirements and guidance for the
development of new or revised forms.

The other parts of this series, Specification Forms for Process Measurement and Control Instruments, are as
follows:

ISATR20.00.012001 Part 1: General Considerations

ISA Draft 20.00.02 Part 2: Instructions for Using Specification Forms

ISA Draft TR20.00.04 Part 4: Data Dictionary

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 11 ISA20.00.032001

Introduction

Specification forms developed by ISAs SP20 committee are designed to facilitate communication between
instrument specifiers and manufacturers in the exchange of data on standard commercially available
instrument devices. They are not intended to be used as a hardware design specification. New devices
and options for existing devices continually enter the market and may justify the creation or modification of
specification forms.

The following are the purposes of these specification form requirements and development guidelines:

a) To minimize the effort and duration required to develop and review new forms for ISA approval

b) To promote uniformity within a form and between forms in content, format, terminology, and maximum
field prompt lengths

c) To promote uniformity between form parts by identifying content criteria for operating parameters and
device properties

d) To assist in the preparation of a complete specification form by identifying device properties that
correlate with the operating parameters

e) To provide guidance to develop instrument specification forms, field prompt contextual help
instructions, and pick lists
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 13 ISA20.00.032001

1 Scope

This standard establishes requirements for instrument specification forms to be published by ISA. Its use is
recommended for organizations that develop their own equivalent specification forms.

The guidelines set forth in this standard will assist in the efficient production of specification forms that
maintain consistency and compatibility with ISA specification forms.

2 Normative references

No normative references are required in using this standard. For a list of informative references, see
annex A.

3 Definitions

For the purposes of this standard, the following definitions apply.

3.1 contextual help:

explanation of the field prompt or desired data entry field response.

3.2 data entry field:

the specification form area into which data are entered.

3.3 field prompt:

the descriptive text on the specification form that identifies the data entry field.

3.4 main device:

the fundamental or most important measurement or control device of a composite assembly that contains
secondary devices or accessories.

3.5 pick list:

a list of example or preferred enumerated choices for a data entry field.

4 Application

Members of standards committees, users or manufacturers, and experts can use their knowledge of
particular instrument hardware and this standard to develop new specification forms, provide contextual
help instructions, and develop pick lists for filling out the forms.

These form requirements and development guidelines may be used for the following:

a) To evaluate the adequacy of an existing Operating Parameters specification form for specifying a new
hardware device (as per ISATR20.00.012001)

b) To develop new instrument Device Specification forms (as per ISATR20.00.012001)

c) To establish review criteria for new or revised forms seeking approval

ISA20.00.032001 14

5 Requirements and optional information

5.1 Form types, content, and order

5.1.1 Three form types

The specification forms are generally comprised of three form types for the following information
organization:

a) Operating Parameters forms are developed to communicate the process variables, operating
conditions, process design conditions, component design criteria, material properties, and operating
environment conditions of a devices application.

b) Device Specification forms are developed to communicate hardware device requirements and
properties for a main device and for attached and directly associated devices.

c) The General or Special Requirements form has been developed to communicate the Table of
Contents for general or special requirements that are applicable to the device, but that need additional
space beyond that available in the other two types of forms.

5.1.2 Content of Operating Parameters forms

Operating Parameters forms are developed to identify the process variables to be measured or controlled,
and the related process and environmental parameters that affect the measurement or control objectives.
A single form is appropriate for all instrument device types that relate to the identified common
measurement variable or final control element.

The following information categories are required for these forms, if appropriate for the device type:

a) Administrative identifications

b) Service identifications

c) Component design criteria

d) Material flow condition variables that are necessary to perform sizing calculations or device type
selection

e) Process design conditions that are necessary for device type selection

f) Material name, composition, and properties required for calculations, device sizing, or suitability
evaluation

g) Environmental operating conditions

h) Physical installation data that are required to evaluate the device application.

Optional parameters that should be evaluated for inclusion on an Operating Parameters form, or on a
supplemental page of the form, include the following:

a) Special requirements for the application or hardware device

b) Preliminary sizing analysis calculation results that are pertinent to sizing or device type selection
 15 ISA20.00.032001

c) Basic engineering design data that identify the environmental and service parameters that the device
must operate within

d) Detailed material composition data

5.1.3 Content of Device Specification forms

Device Specification forms are developed to encompass the information required that defines the physical
instrument device and the requirements for its immediately associated secondary devices. The secondary
device properties may be developed on a supplemental form page.

The specific content of any specification form should primarily be dependent only upon the characteristics
of the device that are necessary for communication between the specifier and the manufacturer. The
intended use of the specification form, such as a document for preliminary inquiry and quotation, a
traditional specification, or a conforming specification, can affect how much of the form content is required
to be used to accomplish the respective objectives.

The general criteria for including a property on a device specification form include the following.

5.1.3.1 Type and style field prompts

Each subsection of the form should start with a type field intended to clarify the major classification of
that device component. A style field is sometimes additionally advantageous to classify component
construction.

5.1.3.2 Compliance verification field prompts

Correlated parameter field prompts are required that provide confirmation that the device properties
comply with the operating parameter limits that are identified in the specification. Typical field prompt
categories that must be considered for inclusion are shown in table 1.

Table 1 Correlated parameters

Operating Parameters form field category Device Specification form field category

Component design criteria Performance characteristics

Process design conditions Design ratings

Measured variable range Measurement range limits

Calculated operating variables Working limits

Piping termination properties Termination properties

Piping materials Materials of construction

5.1.3.3 Model designation field prompts

Device manufacturers literature generally states their required data for ordering. Field prompts are
required to cover those properties by explicitly identifying each of the device attributes that are so identified
or used to generate the model number. These field prompts will generally include the following types of
properties:

a) Model series that identifies the device type or style

ISA20.00.032001 16

b) Nominal size

c) Process connection nominal size, category, type, and rating

d) Measurement span and range limits

e) Calibration or adjustment values

f) Control action

g) Signal power source

h) Output signal type and range limits

i) Standard design optional features

j) Material of construction for pressure boundary components

k) Major material of construction for internal wetted components

l) Mounting type or configuration

m) Enclosure classification

n) Standard optional accessories

o) Safety certifications, listings, or approvals

5.1.3.4 User-definable fields

Blank field prompts shall be provided in each form subsection to accommodate specifying of the less
common device properties.

5.1.3.5 Optional performance characteristics field prompts

Design and device selection reviews often require some device performance characteristics to be provided
by the manufacturer in addition to those covered in table 1.

5.1.3.6 Optional construction design alternatives field prompts

Manufacturers are often given responsibility to select device construction alternatives that should ultimately
be reviewed for acceptability by the specifier. Those properties that are generally desirable to solicit and
document within the specification form include the following:

a) Enclosure ratings

b) Standard material of construction for pressure boundary components not covered in the basic model
number

c) Standard material of construction for wetted components not covered in the basic model number

d) Standard accessories recommended for the service application

e) Optional construction styles or features recommended for the service application

 17 ISA20.00.032001

5.1.3.7 Optional special requirements field prompts

Properties for frequently specified special requirements are desirable, such as the following:

a) Tag or nameplates

b) Preparations

c) Construction code or standard

d) Calibration or inspection reports

5.1.3.8 Optional physical data field prompts

Design and device selection reviews often require some basic device physical data that are advantageous
to incorporate in the specification form data, such as the following:

a) Estimated weight

b) Major dimensions

c) Manufacturers' dimensional reference drawing

5.1.3.9 Optional calibrations and tests data field prompts

Documentation of device properties that are used during a maintenance check or replacement is desirable,
such as the following:

a) Bench set limits

b) Rated travel

c) Test conditions

5.1.4 Subsection order of Device Specification forms

The properties of instrument devices, and their associated secondary devices, have been data modeled to
facilitate consistency of presentation between the properties of devices and between specification forms.
The specification form should select the appropriate generic property groupings, and arrange the
respective specific subsections in the following recommended order:

a) Pressure-containing shell properties

b) Pressure-containing shell extension component properties

c) Internal subcomponent properties

d) Signal input/output extension component properties

e) Integral input/output component properties

f) Auxiliary devices properties

g) Performance characteristic properties

ISA20.00.032001 18

h) Accessories properties

i) Special requirements

j) Physical data properties

k) Calibrations and tests properties

l) Component identifications

5.1.5 Subsection content order of Device Specification forms

The following field prompt order shall be used (as applicable) within any subsection.

5.1.5.1 Assembly or component

a) Type

b) Style

c) Nominal size

5.1.5.2 Process or end connections

a) Nominal size

b) Nominal rating

c) Termination category and type

d) Finish

e) Length and wall thickness

f) Location

g) Taps

5.1.5.3 Part

a) Type

b) Style

c) Quantity

d) Dimensions

5.1.5.4 Materials of construction

a) Primary material

b) Secondary materials
 19 ISA20.00.032001

c) Bolting materials

d) External treatment material

e) End termination material

f) Gasket, packing, and seal materials

g) Accessories material

5.1.5.5 Performance characteristics

a) Design ratings

b) Working limits

c) Accuracy ratings

d) Measuring range limits

e) Performance factors

f) Rated coefficients

g) Performance ratings

h) Environmental limits

i) Supply limits and consumption

j) Signal and communication limits

5.1.5.6 Accessory hardware

a) Style

b) Nominal size

c) Standard options

d) Material of construction

e) Model number

5.1.5.7 Special requirements

a) Custom tag or nameplate

b) Referenced specification identification

c) Special preparation

d) Design compliance standard

ISA20.00.032001 20

e) Construction code identification

f) Calculation requirement

g) Calibration report

h) Software configuration

i) Certification or approvals documentation

j) Special inspection

5.1.5.8 Physical data

a) Weight

b) Dimensions

c) Signal connection

d) Manufacturer's dimensional reference drawing

5.1.5.9 Calibrations and tests

a) Measurement range values

b) Control action

c) Signal range limits

d) Setpoint values

e) Test values

5.1.5.10 Component identifications

a) Component tag number

b) Component type

c) Style

d) Manufacturer

e) Composite model number

5.1.6 Content of General or Special Requirements form

The General or Special Requirements form, which is optional, has been developed to provide a form for
attached requirements that cannot be adequately described in the Operating Parameters or Device
Specification forms. The first sheet of this form shall contain a note referencing the requirements as part of
the specification, and a Table of Contents of the general or special requirements. The same specification
form identification header, revision chronicle, and remarks footer subsections used on the Operating
 21 ISA20.00.032001

Parameters or Device Specification forms shall be included. Subsequent pages may use the same or a
different format as appropriate for the attached references.

5.2 Form formats

5.2.1 Two form formats

ISA specification forms are provided in one of two format types: single main device format or multiple
similar main devices formats. The quantity of the required operating parameters information will generally
determine the format type that is appropriate for a specific device specification.

5.2.1.1 Single main device format

There shall be only one main device per specification form. The form may include attached and directly
associated secondary devices.

5.2.1.2 Multiple similar main device format

Similar main devices can share a common hardware specification form and utilize a separate tabulation
sheet to identify the variable data and unique tags.

5.2.2 Printing format

The page format has been established to readily accommodate typical printer capabilities and minimize
the pages required to accommodate the identified required content. The printing style shown on the ISA
example specification forms has been chosen for convenience of determining the maximum available
prompt and data field lengths. Alternate printing styles may be used if they produce the same results as
the following listed page format.

5.2.2.1 Page size

The page size shall be 8 inches by 11 inches, or A4 size.

5.2.2.2 Columnar presentation

The form shall use multiple parallel columns of field prompts and data entry fields, with the following field
or text area sizes (identified in characters), and the desired text alignments within the fields:

Size Text Area Description Text Alignment

3 Column for line number Right

2 Column for revision identification field Left

25 Column for field prompt area Left

25 (maximum)* Data entry field(s) Left

1 Space between a data entry field and its unit symbol field

1 (minimum) Space between a data entry field and a subsequent field

prompt

* The data entry fields are generally limited to 25 total characters, but selected exceptions have been made for special conditions
that require more characters.
ISA20.00.032001 22

5.2.2.3 Data grouping

Related data shall be grouped as defined in this standard, and a text line shall contain the title for the
group.

5.2.2.4 Top margin and print

The top margin shall be a minimum of one line or the printers minimum capability. The maximum required
lines of printing shall be 84.

5.2.2.5 Left margin

The left margin shall be a minimum of 0.6 inch to allow for hole punches.

5.2.3 Numbering system format

5.2.3.1 Page size

There shall be unique line numbers for each form part. These unique numbers serve as references to
specific field prompts and data entry fields.

5.2.3.2 Consecutive line numbers within a part

The line numbers that correspond to the field prompts within a subgroup shall be consecutive.

5.3 Form terminology

The same field prompt terminology shall be used throughout all forms, sections, or subsections of a form
to designate a given property. Use of an alternate term (synonym) for a concept already defined shall be
avoided.

Field prompts from the ISA Draft TR20.00.04 (see annex A) master list shall be used whenever possible.

If new field prompt terms are necessary, they shall be listed and submitted for approval by ISA for
inclusion in the ISA Draft TR20.00.04 master listing.

5.4 Data field content

Field prompts should be constructed to require only a single parameter for the data entry field response.
Compound parameter responses would generally require complex help instructions, and a large pick list to
cover all possible combinations of the individual properties.

Unit symbols relating to numeric data should be placed in separate fields to facilitate enumerated value
pick list and data conversion to alternate units.

6 Preparation of new specification forms

The specification forms are developed to reflect the data required for the selection and definition of
standard, commercially available instrument devices. The methodology for developing the forms
encompasses the application of this standards requirements while examining reference sources and the
guidelines presented in this section.
 23 ISA20.00.032001

6.1 Reference sources

6.1.1 Specification forms

The collection, whenever they are available, of similar specification forms from the following sources will
facilitate the development of new forms:

a) ISA forms for similar instruments developed in accord with this standard

b) ISA forms from ISA-20-1981 or other ISA standards

c) Standards organizations such as the International Electrotechnical Commission, Fluid Controls

Institute, American Petroleum Institute, American Society of Mechanical Engineers, and Institute of
Electrical and Electronics Engineers

d) Instrument manufacturers and vendors

e) Other form users such as those from engineering and construction firms or end-user engineering
departments

6.1.2 Reference documents

The gathering, whenever they are available, of the following types of applicable terminology-related
reference documents may facilitate the development of specification forms:

a) ISA device-associated standards, recommended practices, and technical reports; and the ISA
Dictionary of Measurement and Control

b) Related standards from organizations such as the International Electrotechnical Commission, Fluid
Controls Institute, American Petroleum Institute, American Society of Mechanical Engineers, and
Institute of Electrical and Electronics Engineers

c) Manufacturers device specifications and associated technical literature

d) Technical publications that contain sizing calculation methods or selection criteria

6.2 Review and modification of Operating Parameters forms

The appropriate measured variable or final device Operating Parameters form will generally be adequate
for new or revised devices, but must be checked against the requirements in 5.1.2. Identify and
incorporate any necessary revisions that must be made to the existing Operating Parameters form.

6.3 Development guidelines for Device Specification forms

6.3.1 Specification identification header and footer

The Operating Parameters and Device Specification forms have been developed with fixed specification
identification headers and footers. These shall be duplicated for new forms.

6.3.2 Component identification subsection

Device Specification forms have been developed with fixed component identifications subsections. This
shall be duplicated for new forms.
ISA20.00.032001 24

6.3.3 Main device subsections

The main measurement or control device attributes generally can be subdivided into subsections.
Determine if such subsection groupings exist for the device under consideration and establish the
corresponding device-specific titles for those subsections.

6.3.4 Main device subsection development and review

The forms format can be most easily implemented by editing an existing form for a similar instrument.

Examine numerous manufacturers products literature and identify their required device property data for
specifying the device or component, while encompassing the following:

a) This standards content requirements identified in 5.1.3

b) The field prompt order identified in 5.1.5

c) The terminology from ISA Draft TR20.00.04 (see annex A) for terms not present on the example form
being edited

There will generally be more field prompt candidates, based on the above criteria, than can be
accommodated on the form. The criteria may need to be prioritized and compromised to fit page
limitations. The user-definable field prompts required in each subsection and the notes subsections will
generally provide the flexibility to accommodate most applications.

6.3.5 Secondary device inclusion

The decision of when to include in the form the specification of an attached or directly associated device
should consider the following:

a) Forms should provide for attached equipment that is commonly used and available as a standard
option by most manufacturers

b) A supplemental page can be developed to provide for less commonly used attached or directly
associated devices, such as has been provided for the control valves specification form

c) If it is desirable to have a second supplier provide the directly associated device, a separate form for
the device should be produced

6.4 Contextual help instructions

The contextual help instructions should clarify the field prompts context or definition and, preferably, be
applicable to all devices using that field prompt. Therefore, the only new contextual help instructions that
should need development will occur when new field prompts are added to ISA Draft TR20.00.04 (see
annex A).

6.5 Pick list

Review of manufacturers literature and ISA Draft TR20.00.04 (see annex A) should be made to determine
the adequacy of the existing list to cover the new device. Unit symbols should be provided in both US
Customary and SI systems, and equivalent dimensions provided when available. New prompts should be
based on terminology from reference documents such as those identified in 6.1.2.
 25 ISA20.00.032001

6.6 Data dictionary update

If ISA Draft TR20.0.04 (see annex A) does not contain adequate terms for the device specification under
development, any proposed new data dictionary terms shall be submitted for approval along with the new
or revised form.

6.7 Review and approval

After completing the form development with this standards requirements and guidelines, circulate the
preliminary form for review by peers and manufacturers. Consolidate the comments and send the
proposed form to the Chairperson of ISA-SP20 as a request for interpretation of standards, for the
proposed new or revised form, as an addendum or future revision to ISATR20.00.012001.

7 Classification and designation

Hardware device forms are grouped and numbered based upon the devices measurement principles or
control functions. Consult ISATR20.00.012001, table A.1 or table A.2, when tentatively assigning new
device categories, form numbers, and titles.
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 27 ISA20.00.032001

Annex A (informative) References

This annex is included for informational purposes and is not part of this standard. At the time of
publication, the editions or drafts indicated below were valid. All standards, recommended practices, and
technical reports are subject to revision, and parties to agreements based on this standard are
encouraged to investigate the possibility of applying the most recent editions or drafts of the documents
indicated below.

ISA

ISATR20.00.012001 Specification Forms for Process Measurement and Control Instruments

Part 1: General Considerations

ISA Draft 20.00.02 Specification Forms for Process Measurement and Control Instruments
Part 2: Instructions for Using Specification Forms

ISA Draft TR20.00.04 Specification Forms for Process Measurement and Control Instruments
Part 4: Data Dictionary

Available from: ISAThe Instrumentation, Systems, and Automation Society

67 Alexander Drive
PO Box 12277
Research Triangle Park, NC 27709
USA
Tel: (919) 990-9200
www.isa.org

ANSI

ANSI X3.50-1986 (R1997) Representations for U.S. Customary, SI, and Other Units to Be Used in
Systems with Limited Character Sets

Available from: American National Standards Institute

nd
11 West 42 Street
New York, NY 10036
USA
Tel: (212) 642-4900
www.ansi.org
ISA20.00.032001 28

ASME

ASME Y1.1-1989 Abbreviations for Use on Drawings and in Text

Available from: ASME

3 Park Avenue
New York, NY 10016-5990
USA
Tel: (973) 882-1167
www.asme.org

International Electrotechnical Commission (IEC)

IEC 60050-351 International Electrotechnical Vocabulary - Part 351: Automatic Control

(1998-09)

Available from: IEC

3, rue de Varembe
PO Box 131
1211 Geneva 20
Switzerland
Tel: 41 22 734 0150
www.iec.ch

International Organization for Standardization (ISO)

ISO/CD 10303-221 Library of Classes for Process Plant Application Protocols

Available from: ISO

1, rue de Varembe
PO Box 56
1211 Geneva 20
Switzerland
Tel: 41 22 749 0111
www.iso.ch
Developing and promulgating sound consensus standards, recommended practices, and technical reports
is one of ISAs primary goals. To achieve this goal the Standards and Practices Department relies on the
technical expertise and efforts of volunteer committee members, chairmen and reviewers.

ISA is an American National Standards Institute (ANSI) accredited organization. ISA administers United
States Technical Advisory Groups (USTAGs) and provides secretariat support for International
Electrotechnical Commission (IEC) and International Organization for Standardization (ISO) committees
that develop process measurement and control standards. To obtain additional information on the
Societys standards program, please write:

ISA
Attn: Standards Department
67 Alexander Drive
P.O. Box 12277
Research Triangle Park, NC 27709

ISBN: 1-55617-754-2