Instrument Specification Forms: An ISA20 Industry ...

1 StandardsCertificationEducation & TrainingPublishingConferences & ExhibitsInstrument Specification Forms: An ISA20 Industry Implementation-Developed for Use in Pharmaceutical and Similar Industry Applications-CD-ROM2 Presenter: Bret Fisk, , Eli Lilly and CompanyBret A. Fisk, (Automation/Control Engineering) has been a significant contributor to Lilly s automation strategic initiatives since joining the company as a Electrical Engineering graduate of the University of Michigan in 1981. He continues to provide worldwide design consulting for Lilly s large capital projects.

2 He is an active member of JETT, ISPE, and : Instrument Specification Forms: An ISA20 Industry Implementation1. History of Spec form Development 2. How Publication was Developed3. Features4. Advantages5. Discussion4 Specification Development History80 s Manually filling out ISA20 Spec forms Covered general categories (Flow, Temp, Valves, ) Labor intensive Excessive data fields on forms Many applications without formsMid 80 s 1990 s Free- form specs using remark fields in a database (VAX) Multi-Item Specificatons (one spec for a list of instruments )Late 90 s -- Present EPC ACCESS Implementation of ISA20 like specifications Multi-Item Specificatons (one spec for a list of instruments )

3 Field pick-lists for data integrity5 Publication Features Implementation of ISA20 tailored for the pharma Industry (& useful for other industries) Single or Multi-Item Specificatons (1 spec for a list of instruments ) Additional pick-lists for efficient data entry & data integrity 73 Forms in Excel, but could be implemented in other databases (eg. ACCESS or SmartPlant Instrumentation) Blank fields in each section for the flexibility Footer for revision & project management data6 How Publication was DevelopedSeveral Months of Weekly Webex working sessions with: Eli Lilly & Company Bret A.

4 Fisk, Vince P. Salupo, Wm. Glenn Blackwelder, Intergraph Corporation Alex Koifman Ron Williams Jacobs Engineering Brett Boyd Michael A. Gordon, Craig Linhardt, Process Automation Sourcing Solutions, Indianapolis, IN Fluor Corporation, SC, Control Systems Department7 form Index:SPEC_FORM_NUMBERSPEC_FORM_NAME1101 Orifice Plate1102 Annubar1103 Rotameter1104 Venturi Tube1201 Temp. TW/TE/TT2201DP Transmitter2202 Pressure Transmitter2401DP Instrument Level2402 Displacer Level Transmitter2405 Level Instrument Capacitance2406 Nuclear Instrument2407 Ultrasonic/Radar Transmitter2501 Coriolis Mass Flowmeter2502 Magnetic Flowmeter2503 Thermal Mass Flowmeter2504 Turbine Flowmeter2505DP Transmitter (flow)

5 2506 Positive Displacement Flowmeter2507 Vortex Flowmeter2508 Ultrasonic Flowmeter2509 Thermal Mass Flow controller2601PH Transmitter2603 Conductivity/Resistivity Trans2605 Analyzer - Gas Concentration2607 LEL Analyzer2608 Humidity Analyzer2609 Optical Density Analyzer2610 TOC Analyzer2611 Turbidity Analyzer2614 Dissolved CO2 Analyzer2615 Dissolved O2 Analyzer2620 Analytical Measurement - MiscSPEC_FORM_NUMBERSPEC_FORM_NAME (continued)2701 Weigh Systems, Load Cell2702 Weigh Bench/Floor Scales2703 Weigh Precision Scales4101 Temperature Switch4102 Pressure Switch4104 Flow Switch4105 Proximity for Bubble Trap4107 Level Switch4111 Level Switch Float Type4112 General Limit Switch5101Bi-metallic Temp.

6 Indicator5201 Pressure Gauge5701 Level Gauge5702 Sight Glass7101 Temperature Regulator7102 Pressure/Flow Regulator7103 Blanketing Regulator7201 Ball Valve72024 Way Valve72033 Way Valve7204 Diaphragm Valve7205 Butterfly Valve (On/Off)72063 Way Diverter Valve7207 Sanitary Multiport Valve7301 Globe Valve7302 Sanitary Control Valve7303 Butterfly Control Valve7304V-Ball Valve7401 Rupture Disk7402 Conservation Vent7403 Pressure Safety Valve7404 Flame Arrestor8 form Index: (continued)SPEC_FORM_NUMBERSPEC_FORM_NAM E (continued)7601 Solenoid Valve7602 Solenoid Valve (in-line)9101 Signal Page9302 Receiver/Controller/Recorder9303 Electronic Indicator9304 Test Support Equipment9305 Speed Transmitter9306 Power Supply9 Publication AdvantagesAs with ISA-20, use of these forms by users and manufacturers offers the following advantages.

7 Assists in preparation of complete specifications by listing andproviding space for all principal descriptive options Promotes uniform terminology across the pharmaceutical Industry and similar applications, streamlining:- interdepartmental and cross-functional communications- communications between companies Promotes uniform application development of Instrument design tools. Facilitates quoting, purchasing, receiving, accounting and ordering procedures by uniform display of information Provides a useful permanent record and means for checking the installation Improves efficiency from the initial concept to the final installation10 Design InputsSpec DevQuoteTechReviewPurchaseReceiptVerific ationKey:EPCUserVendorPre-QuoteTechnical Review(Risk Based)Detailed TechnicalReviewInstrument Delivery Process11 Discussion: Instrument Specification Forms.

8 An ISA20 Industry Implementation-Developed for Use in Pharmaceutical and Similar Industry Applications- CD-ROMShow sample form in publicatio