ExSILentia is exida's Safety Lifecycle engineering tool. The name is derived from the Latin word for excellence (excellence) the second version includes various plug-ins that are optional additions to the standard Safety Lifecycle tools.
ExSILentia is exida's Safety Lifecycle engineering tool. The name is derived from the Latin word for excellence (excellence) the second version includes various plug-ins that are optional additions to the standard Safety Lifecycle tools.
exida.com LLC 64 North Main Street Sellersville, PA, 18960 +1 215 453 1720 [email protected]
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 2 of 167 Introduction Thank you for purchasing the exida exSILentia Safety Lifecycle engineering tool.
The name exSILentia is derived from the Latin word for excellence. Excellence is exidas first name (excellence in dependable automation). exSILentia allows you direct access to exidas years of experience when performing Safety Lifecycle engineering tasks. The exSILentia team at exida is confident that you will appreciate this tool, the power of our online Safety Lifecycle engineering tools directly accessible from your workstation. The exSILentia tool currently integrates three Safety Lifecycle tools, these are: SILect for SIL selection SIF SRS for SIF Safety Requirements Specification SILver for SIL verification In addition to these standard Safety Lifecycle tools, the second version of exSILentia is designed to enable various plug-ins that are optional additions to the standard Safety Lifecycle tools. These plug-ins include the PHA import plug-in, the System SRS with C&E Matrix plug-in, Proof Test Report Generator, and Lifecycle Cost Estimator plug-in for example.
In Appendix A of this user guide we have provided a Trouble Shooting and Frequently Asked Questions section. If you have any problems we urge you to look in this section first. If this user guide doesnt answer your questions you can contact the exSILentia team via [email protected]. There is also a FAQ section available on the exSILentia website, visit www.exsilentia.com and click on the FAQ link. If you have any suggestions for tool improvements we would be happy to hear from you! Please contact the exSILentia team via [email protected]. Furthermore exida has started an exSILentia home page. We intend to provide tool updates and Safety Equipment Reliability Handbook Database updates from this website. Visit us at www.exsilentia.com.
Appendix C contains a copy of the Software License Agreement that will also be displayed during installation. Installation will only be successful when you accept this software license agreement.
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August 20, 2009 exSILentia User Guide v25 Page 4 of 167 5 SILver SIL Verification ............................................................................................................... 57 5.1 SILver Structure ................................................................................................................................. 57 5.2 Using SILver ...................................................................................................................................... 58 5.2.1 Example SIF ............................................................................................................................. 59 5.2.2 Step 1: Enter general information ............................................................................................. 59 5.2.3 Step 2: Enter Sensor Part Information ...................................................................................... 62 5.2.4 Step 3: Enter Logic Solver Information ..................................................................................... 66 5.2.5 Step 4: Enter Final Element Part Information ........................................................................... 68 5.2.6 Step 5: Review Results ............................................................................................................ 72 5.3 Maintenance Capability ...................................................................................................................... 74 5.4 Proven-In-Use J ustification ................................................................................................................ 76 5.5 Group Reuse ...................................................................................................................................... 79 5.6 The My Own component ................................................................................................................. 82 5.7 Beta Estimator Quick Tool ................................................................................................................. 84 5.8 Proof Test Coverage Calculator ......................................................................................................... 86 5.9 Resetting of Calculation Results / Recalculate SIFs .......................................................................... 87 5.10 Update Parameters ............................................................................................................................ 87 5.11 Unit Mean Time To Fail Spurious (MTTFS) ....................................................................................... 90 5.12 Sensor Configuration Options ............................................................................................................ 91 5.12.1 Low Trip or High Trip (in the Application Software) .................................................................. 91 5.12.2 Alarm Setting (in the Transmitter) ............................................................................................. 91 5.12.3 PLC Detection Configuration .................................................................................................... 92 5.12.4 Failure Rate Classification ........................................................................................................ 93 5.12.5 External Comparison ................................................................................................................ 93 5.12.6 Process Connection ................................................................................................................. 93 5.13 Final Element Options Remote Actuated Valve .............................................................................. 94 5.13.1 Actuator and Valve or Actuator-Valve Combination ................................................................. 94 5.13.2 Open on Trip or Close on Trip .................................................................................................. 94 5.13.3 Tight Shutoff ............................................................................................................................. 95 5.13.4 Severe Service ......................................................................................................................... 95 5.13.5 Partial Stroke Testing ............................................................................................................... 95 5.14 Detailed example for the Sensor part ................................................................................................ 96 5.15 Detailed example for the Final Element part ...................................................................................... 98 5.16 SILver Graphs .................................................................................................................................. 101 6 exSILentia Plug-ins .................................................................................................................... 104 7 PHA Import Plug-in ..................................................................................................................... 105 7.1 exSILentia PHA Import Plug-in Background .................................................................................... 105 7.1.1 References ............................................................................................................................. 105 7.1.2 Support for PHAs and PHA Application Setup ....................................................................... 105 7.1.3 HAZOP Principles ................................................................................................................... 106 7.2 Working with PHA-Pro ..................................................................................................................... 108
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August 20, 2009 exSILentia User Guide v25 Page 5 of 167 7.2.1 Default Worksheets ................................................................................................................ 108 7.2.2 Recommended Worksheets ................................................................................................... 113 7.2.3 Advanced Worksheets ............................................................................................................ 115 7.2.4 Worksheet Export ................................................................................................................... 117 7.3 Working with PHAWorks .................................................................................................................. 120 7.3.1 Default Worksheets ................................................................................................................ 120 7.3.2 Recommended Worksheets ................................................................................................... 122 7.3.3 Advanced Worksheets ............................................................................................................ 122 7.3.4 Worksheet Export ................................................................................................................... 124 7.4 Working with Custom CSV Files ...................................................................................................... 125 7.5 Using the exSILentia PHA Import Plug-in ........................................................................................ 125 7.5.1 exSILentia PHA Import Plug-in GUI ....................................................................................... 125 7.5.2 Data Import ............................................................................................................................. 130 8 System SRS with C&E Matrix Plug-in ........................................................................................ 134 8.1 SRS C&E Components ........................................................................................................................ 134 8.2 Using SRS C&E ................................................................................................................................... 134 8.2.1 System Level SRS .................................................................................................................. 134 8.2.2 Process SRS .......................................................................................................................... 136 8.2.3 Design SRS ............................................................................................................................ 138 8.3 SRS C&E Output ................................................................................................................................. 140 9 Proof Test Generator Plug-in ..................................................................................................... 142 10 Lifecycle Cost Estimator Plug-in ................................................................................................. 144 11 Third Party Tool Interfaces ......................................................................................................... 150 12 Disclaimer, Assumptions, Equipment Data ................................................................................ 151 12.1 Disclaimer ........................................................................................................................................ 151 12.2 Assumptions SILect ......................................................................................................................... 151 12.3 Assumptions SIF SRS ..................................................................................................................... 151 12.4 Assumptions SILver ......................................................................................................................... 151 12.4.1 Demand Modes ...................................................................................................................... 152 12.4.2 De-energize-to-trip Based Safety Equipment Data................................................................. 152 12.4.3 Reliability Modeling Assumptions ........................................................................................... 152 12.4.4 Proof Test Coverage Calculator ............................................................................................. 153 12.5 Safety Equipment data ..................................................................................................................... 153 12.6 Assumptions SRS C&E ....................................................................................................................... 153 13 Terms and Abbreviations ........................................................................................................... 154 14 Status of the document .............................................................................................................. 156 14.1 Releases .......................................................................................................................................... 156 Appendix A Trouble Shooting and FAQ ........................................................................................ 157 A.1 Installation and uninstall ................................................................................................................... 157
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 7 of 167 1 Installation Installing exSILentia is a quick and simple process. This chapter will explain the contents of the installation package, the minimal system requirements, installation instructions, and licensing restrictions. 1.1 Installation Package The exSILentia installation package consists of exSILentia CD exSILentia USB key exSILentia User Guide 1.2 Minimal System Requirements To use exSILentia your system should meet the following minimum requirements Microsoft
Windows 2000, Windows XP (all service packs installed), Windows Vista
Personal Computer with Pentium 700 MHz or higher processor 256 MB of RAM (512 MB recommended) 100 MB of free hard disk space CD-ROM drive Free USB port Microsoft
Internet Explorer 6.0 or later
Minimum screen resolution of 1024 x 768 1.3 Installation Instructions Do not insert the exSILentia USB key into your computers USB port until you have installed the exSILentia software. To install exSILentia on your computer place the exSILentia CD in your CD-ROM drive. exSILentia setup will take you through the installation process. If setup does not start automatically for any reason, follow these steps: 1. Insert the exSILentia CD into your CD-ROM drive. 2. On the Start menu, click Run. Windows Vista users: type Run in the Start Search box of the Start menu 3. Type d:\setup.exe, where d is the letter assigned to your CD-ROM drive. 4. Click OK. Setup starts and guides you through installing exSILentia. The initial exSILentia Setup Wizard screen looks as is shown in Figure 1.
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Figure 1 Initial exSILentia Setup Wizard Screen During the installation process you will be asked if you agree with the exSILentia Software License Agreement, see Figure 2. A copy of the agreement is also available in Appendix C. If you do not agree with the exSILentia Software License Agreement do not install the software on your system.
Figure 2 exSILentia Software License Agreement Clicking I Agree will continue the installation. exSILentia installer will guide you through the remaining steps. During the installation process you will be able to indicate the location where you want the exSILentia software to be installed, see Figure 3.
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Figure 3 Select Installation Folder Next the exSILentia installer will ask if you want a menu item to be created in your programs folder. If you do not want any shortcut to be created check the Do not create shortcuts checkbox. If you want shortcuts to be created you can modify the start menu folder name, see Figure 4. Once you have specified your preferences click Install.
Figure 4 Choose Start Menu Options When the installation is complete the dialog box shown in Figure 5 will appear. Click Finish to conclude the installation. Note that by checking the Show Release Notes checkbox you will be able to review the latest exSILentia release notes.
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Figure 5 exSILentia Setup Wizard Completion In order to use exSILentia you will have to put the exSILentia USB key into a free USB port and double click the exSILentia icon or select exSILentia from your Programs menu. 1.4 Licensing exSILentia uses the Sentinel Protection software to enforce its licensing. You need to install the Sentinel Protection Driver to use the exSILentia USB key. If you do not have Sentinel Protection Driver installed on your machine a message box as shown in Figure 6 will appear when you insert the USB key into your system. To download and install the driver click Yes.
Figure 6 Initial exSILentia Installer Screen In order to use exSILentia you need the exSILentia USB key inserted in a USB port of your system. The exSILentia program will not work without this USB key, an error message as shown in Figure 7 will appear.
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Figure 7 Missing Hardware License Key The USB key allows you to install the exSILentia software on multiple machines, for example your desktop station in the office and a laptop used while traveling, you will however only be able to use the software on the system where the USB key is inserted in.
exSILentia 1.x USB license keys will not work with version 2 of the exSILentia software. Contact the exSILentia team at [email protected] or go to the exSILentia website www.exSILentia.com for upgrade information.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 12 of 167 2 exSILentia This exSILentia user guide chapter will provide an overview of the exSILentia tasks and options. It will explain how users can setup a Project and Safety Instrumented Functions within that project. Furthermore it will be explained how, optional, user access rights can be specified for a project. In addition it will be described how users can store and exchange Projects and Safety Instrumented Functions created by different exSILentia users or even the exSILentia Online and exSILentia Server tools. Finally it will be explained how reports can be generated using exSILentia in the Microsoft Word document format. Specific explanations for the standard Safety Lifecycle tools SILect, SIF SRS, and SILver and explanations of available plug-ins can be found in the subsequent chapters of this user guide. 2.1 exSILentia Structure The structure of the exSILentia tool is very straightforward. A user will define a project and store this in an .exi file. Each Project can consist of any number of Safety Instrumented Functions. For example the first Project consists of SIF 1, SIF 2, ... , SIF n. For each Safety Instrumented Function a SIL selection can be performed, the Safety Requirements can be Specified, or a SIL verification can be performed through the Safety Lifecycle tools: SIL selection - SILect Safety Requirements Specification - SIF SRS SIL verification - SILver The exSILentia structure is also displayed in Figure 8. Note that the position of plug-ins within the exSILentia structure will be described for specific plug-in separately.
Figure 8 exSILentia Structure
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 13 of 167 2.2 Using exSILentia 2.2.1 Projects As can be seen from the structural overview of the exSILentia tool, through the exSILentia tool a user can access a specific Project at a time and through that Project access a specific Safety Instrumented Function with associated SILect, SIF SRS, and SILver records. Double clicking the exSILentia Icon on your desktop or selecting exSILentia from your programs in your start menu will launch the exSILentia tool. This will launch the exSILentia Mainframe, see also Figure 9.
Figure 9 exSILentia Main Frame From the Project menu you can select to open an existing exSILentia project file, either through the Open or Open Recent options, or to create a new project using the New menu option. Section 2.4 will describe the storing and exchanging of project files in more detail. Selecting the Project New menu option will open the Project Information dialog box, see also Figure 10. Here all Project specific information can be entered. The information only needs to be entered once for each project. As part of the project information you can specify the lifecycle tools you want to use in this project. You can for example opt to not perform SIL selection using exSILentia if that lifecycle task has already been performed outside the scope of the current project. In that case you would uncheck the SILect checkbox in the Enable Tools section of the Project Information Dialog Box. Adjusting the Project Information can be done directly in the side bar or by selecting the menu option Project Properties to update this information.
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Figure 10 New Project Dialog Box The Maintenance Capability selections are project level selections that impact the SIL verification of each SIF. This concept is further explained in the SILver section of this user guide. Clicking OK on the Project Information dialog box will bring you to an empty exSILentia tool; see Figure 11, with all Project information displayed on the sidebar on the left of the screen. This is the center page from which all further navigation will occur with relation to Safety Instrumented Functions and SILect, SIF SRS, and SILver tool sessions. This page also provides an overview of the Safety Instrumented Functions defined in a Project in the upper left corner. The Cancel button on the Project Information dialog box is disabled when you are in the process of creating a new project. If you are modifying the information after clicking the Project Properties menu option, clicking the Cancel button will return you to the exSILentia Main Frame while disregarding any changes to the project information that you may have made.
Figure 11 exSILentia Main Frame With Project Information
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 15 of 167 2.2.2 Menu Options Figure 12 displays a composed screenshot showing all available exSILentia Menu Options. The main categories are Project, SIF, PHA (optional), SRS_C&E (optional) SILver, Reports, Spelling, Window, and Help.
Figure 12 exSILentia Menu Options Each of the menu items will be discussed in the remaining sections of this chapter and the subsequent chapters. 2.2.3 Available SIFs In the top left corner of the exSILentia Main Frame an overview of all Safety Instrumented Functions defined for this project is provided in the Available SIFs box, see Figure 13. The SIFs are identified by the SIF Tag. As these tags can sometimes be very cryptic, exSILentia will have the appropriate SIF Name and SIF Description appear when you however over the specific SIF Tag.
Figure 13 Available SIFs Box
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 16 of 167 2.2.4 Safety Instrumented Functions To add a Safety Instrumented Function to the current project you can either right click in the available SIFs box and select New SIF or select New SIF from the SIF Menu option. Selecting New SIF will open a SIF window as shown in Figure 14.
Figure 14 New SIF Window A SIF window for a Project that has all Safety Lifecycle tools enabled will have four (4) tabs. The first tab is the SIF Information tab, the subsequent tabs are the SILect, SIF SRS, and SILver tabs, see Figure 14. The functionality of the latter three tabs will be discussed in the subsequent chapters. If you unchecked a specific lifecycle tools Enable Tool checkbox on the Project Information dialog box, see Figure 10, that tool tab will not appear in the SIF window for this project. Depending on your use of exSILentia plug-ins additional tabs may be available like the PHA tab, the Process SRS and Design SRS tabs, etc. On the SIF Information tab you can specify all SIF specific information like SIF name, SIF Tag, SIF description, SIF reference, and Unit Name. The Unit Name can be specified directly or by selecting a Unit Name from the dropdown box. The dropdown box is populated by Unit Names specified for the other SIFs in this project. Furthermore a Hazard (or Hazardous event) description and Consequence description can be provided. Engineering responsibilities can be documented in the Responsibilities entry boxes including actual Analysis Dates. Finally the various tool statuses can be seen in the lower part of the SIF Information tab. The tool statuses are addressed in section 2.3.2 of this user guide. If you disabled the use of the SILect tool in this project on the Project Information dialog box you will be able to specify the Target SIL for this Safety Instrumented Function, using the entry box that will appear in the lower left-hand corner of the SIF Information tab, see also Figure 15.
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Figure 15 Target SIL Specification on SIF Information Tab The information you entered on the SIF Information tab will be stored when you switch tabs. By selecting the menu option Project Save the information will be saved to the project .exi file, see also section 2.4. A filled in SIF Information tab could look like is shown in Figure 16.
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Figure 16 Filled in SIF Information Tab Using the SILect, SIF SRS, and SILver tools is now straightforward. Simply click the tab that is associated with the specific safety lifecycle tool. Note that in order to perform a SIL selection, you first need to define the tolerable risk calibration for this Project. This can be done by clicking Set Tolerable Risk on the Project information pane. This will be further explained in the SILect chapter. 2.2.5 SIF Sorting and Filtering The Available SIFs box on the exSILentia Main Frame, see Figure 13, is easy to navigate through but can become overwhelming on larger projects. exSILentia provides both Sorting and Filtering options to provide you with quick ways to get to the SIFs you need. The SIF List View Options dialog box, see Figure 17, can launched by clicking on the filter icon above the Available SIFs box. The following sorting options are available: Unit name Target SIL Achieved SIL SILect Status SILver Status
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Figure 17 Sorting the Available SIFs Box Figure 18 shows an example result of the SIF sorting option for the example fired heater project that can be downloaded from the exSILentia website.
Figure 18 Available SIFs Box Sorting Results The filtering options allow for more advanced selection of the various available SIFs. Figure 19 shows the filtering options on the SIF List View Options dialog box.
Figure 19 Filtering the Available SIFs Box
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 20 of 167 The available SIFs dialog can be filtered based on the following options: Unit Name Specific Target SIL Specific Achieved SIL Target SIL & RRF vs. Achieved SIL & RRF SILect Status SILver Status
Figure 20 shows an example result of the SIF filtering option for the example fired heater project that can be downloaded from the exSILentia website. In this case the SIFs were filtered on the option where all Target SIL & RRF are greater than the Achieved SIL and RRF. The results were then sorted on achieved SIL level. Note the exida logo inside of the Filter icon which indicates that not all available SIFs are shown.
Figure 20 Available SIFs Box Filtering Results 2.3 Audit Trail; Configuring Users, Modifying Tool Status, Session Logs 2.3.1 exSILentia Users exSILentia allows you to define tool users with different levels of access rights. By default no users will be defined for a project, as far as exSILentia is concerned there is only one super user who has all access rights. Defining different users with different capabilities is especially useful in larger projects where different people have different roles. The user rights can be specified on a per tool basis. The rights are defined as: None: User can only view information, he cannot make any changes Edit: User can make changes to all information associated with the specific tool Review: User can review all tool information and approve or disapprove All: User has both edit and review rights
In order to specify different users for a project select the Project User Configuration menu option. This will launch the User Overview dialog box as shown in Figure 21. By default two users will be defined an Administrator and a Guest. The Administrator is the only user who has the ability to create new users and specify access rights. The Guest has no edit or review rights and can only view information. Selecting Cancel or OK will at this point not modify or set any user rights.
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Figure 21 User Overview Dialog Box In order to Add users click the Add User menu option. To delete a user select the user from the list with users and click the Delete User menu option. Clicking the Add User menu option will launch the Administrator Password dialog box shown in Figure 22. Before any new users can be defined the administrator must specify a password to limit access to the exSILentias user definition.
Figure 22 Set Administrator Password Dialog Box Clicking OK after specifying the Administrator password will launch the user specification dialog box shown in Figure 23. On this user specification dialog the administrator is able to specify a user name, e-mail address, and initial password for the new user. In addition the administrator is able to specify the access rights the user has for the various exSILentia tools, like SILect, SIF SRS, and SILver. The administrator can also specify up to what integrity level a user can perform review tasks. This is to satisfy the levels of independence required for the various Safety Integrity Level designs as shown below. SIL 1: Independent Person SIL 2: Independent Department SIL 3: Independent Organization Furthermore the administrator can indicate if a user is allowed to modify project level data and if the user is allowed to generate reports. It is best practice to save and close the exSILentia project after users are defined.
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Figure 23 Specify User Dialog Box Opening a project for which users are defined will launch the User Login dialog box as shown in Figure 24. Before access to the tool is granted the user needs to specify his user name and password.
Figure 24 User Login Dialog Box 2.3.2 Tool Status Each of the exSILentia tools can have a status associated with it. Whenever a status is changed, this change will be documented in the session log. There are currently five (5) different statuses defined: Edit Review Closed Rejected N/A When a tool is in Edit mode a user with Edit rights can make changes to any of the selections, textboxes, etc. within that tool. The user will also be able to change the tool status from Edit mode to Review mode.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 23 of 167 When a tool is in Review mode a user with Review rights can view all selections made and text entered in that tool but will not be able to make any changes to the tool himself. This review user can however change the tool status to Closed or Rejected. Closed indicates that the reviewer approves of the analysis that was performed; Rejected means that the reviewer disapproves of the analysis performed. At this point an user with Edit rights will be able to move the tool back into the Edit mode where he can make modifications to his original design. A user with Edit rights will also be able to change the tool status from Edit to N/A. The N/A, Not Applicable state for a tool indicates that for the specific SIF under consideration that tool does not apply. As an example an initial SIL selection may have been done where for a specific SIF a SIL 1 target Safety Integrity Level was selected where no further analysis needs to be performed. For some other Safety Instrumented Functions additional analysis, for example using the Layer of Protection Analysis method, may be required. In this situation completely disabling the SILect tool on the Project Properties dialog box, shown in Figure 10, would also prevent the additional analyses that are needed. Consequently the user should only disable the SILect tool for this specific SIF. 2.3.3 Session Logs Whenever a user change the tool status a dialog box will appear that allows the user to provide a description with the reason for the tool status change. An example of this dialog box is shown in Figure 25.
Figure 25 Tool Status Change Comments A complete over overview of all tool status change made in a specific project for all SIFs can be review by selecting the Project View Session Log menu option. This will launch the Session Log dialog box as shown in Figure 26.
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Figure 26 Session Log Overview The session log can be exported as a comma separated (CSV) file via the Session Log dialog box file menu. 2.4 Using Project Files exSILentia projects are stored in the proprietary .exi format. This project .exi file can be stored on any file server / hard disk that the tool user has access to via the standard Windows network neighborhood. To open a specific project select the Project Open menu option. A windows file dialog as shown in Figure 27 will appear.
Figure 27 Open Project File Dialog Box If you save a new project by selecting the Project - Save menu option or if you save an already saved project by selecting by selecting Project - Save as menu option the file dialog as shown in Figure 28 will appear.
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Figure 28 Save Project File Dialog Box Once you save the exSILentia Project file you can exchange this file with other exSILentia users if you like. The use of project specified users, as described in section 2.3, is extremely useful in this case. The exSILentia .exi files are interchangeable between all exSILentia platforms, i.e. exSILentia Standalone, exSILentia Online, and exSILentia Server provided the platforms are all using exSILentia 2.x. 2.5 Generating exSILentia Reports exSILentia provides you with the option to generate several types of reports, i.e. SIF List, SILver Summary Report, Analysis Report, Proven In Use Justification, SRS C&E Report, Proof Test Report, and Lifecycle Cost Estimator Report. The reports are available in the English, German, Portuguese, and Spanish languages and are created in the Microsoft Word Format. The exSILentia report wizard is shown in Figure 29.
Figure 29 exSILentia Report Wizard
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 26 of 167 The Safety Instrumented Function List provides an overview of all Safety Instrumented Functions that are associated with the current project. For each Safety Instrumented Function the SIF Tag, SIF Name, SIF description, and SIF reference are displayed. Furthermore the Required Safety Integrity Level, calculated using the SILect tool, and the Achieved Safety Integrity Level, calculated using the SILver tool, are provided for each SIF. It is also indicated for each SIF if the Safety Requirements have been specified. To create a SIF List select the Safety Instrumented Function List option from the Report Type selections and click OK. An example SIF List report is shown in Figure 30.
Figure 30 SIF List Example Report When you select the Safety Instrumented Function List option you will be able to indicate the location where you want the document to be saved. After storing the document it will automatically be opened if the Launch associated viewer checkbox is selected. The SILver Summary Report provides a one page summary of each SIFs SILver records. This report shows the achieved SIL, calculated PFDavg and MTTFS numbers and also shows a graphical representation of the SIF as analyzed. A SILver Summary Report can be created for specific Safety Instrumented Functions, by checking the appropriate SIF checkboxes, or for all Safety Instrumented Functions in a project. In addition you can determine the order in which the SIFs are arranged in the SILver Summary Report, the order is either by order of entry in exSILentia (chronologically), alphabetized by SIF Name, or alphabetized by SIF Tag. To create a SILver Summary Report select the SILver Summary Report option from the Report Type selections, select the appropriate SIFs, specify the order that the SIFs should go in the report, and click OK. An example SILver Summary Report is shown in Figure 31.
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Figure 31 SILver Summary Report Example Where the SIF Lists and SILver Summary Reports provide a quick overview of all Safety Instrumented Functions, the Analysis Report generates all the documentation required for functional safety standard conformance. An Analysis Report can be created for specific Safety Instrumented Functions, by checking the appropriate SIF checkboxes, or for all Safety Instrumented Functions in a project. Furthermore you can specify what safety lifecycle tool output the Analysis Report should contain. It is possible to include / exclude SILect output, SIF SRS, or SILver output in the Analysis Report via the Analysis Report Options. Note that an Analysis Report should always contain at least one of the lifecycle tools. In addition you can specify the order in which the Safety Instrumented Functions should be listed in the Analysis Report. The order is either by order of entry (chronologically), alphabetized by SIF Name or by SIF Tag. To create a SILver Summary Report select the Analysis Report option from the Report Type selections, select the Safety Lifecycle Tools that need to be covered in the report, select the appropriate SIFs, specify the order that the SIFs should go in the report, and click OK. 2.6 Maintaining the Project Since the exSILentia Safety Lifecycle tool can hold several Safety Instrumented Functions per project some project maintenance might be required. Several maintenance options are available primarily through the menu options. Safety Instrumented Functions can be added to a Project. This option will add a new SIF record to the current Project as described in section 2.2.4. A Safety Instrumented Function can also be deleted when it becomes superfluous in a Project. You can delete a SIF by selecting that SIF from the Available SIFs list, right click and select Delete SIF. Alternatively you can select the SIF from the Available SIFs list and select the menu option SIF Delete SIF. In both cases a confirmation dialog box appears where you can indicate if you indeed want to delete the SIF. Note that the action of deleting a SIF is irreversible.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 28 of 167 With regard to Projects you can switch between Projects by selecting the Project Open menu option, this will allow you to open a different project .exi file. If you made any changes to the currently open project exSILentia will ask if you want to save those changes. You can also start a new Project by selecting the menu option Project New. You can close a project by selecting the menu option Project Close. Further you can save all changes to a current project by selection the Project Save menu option and if you want to save the changed project under a different name you can select the Project Save As menu option. If a new Project is almost identical to a previous Project, instead of (re-)defining the entire Project and associated SIFs, we suggest you copy the previous Project .exi file, rename it and then make change to that new file. You can also copy Safety Instrumented Functions within a project. Select the SIF from the Available SIFs list and either select the menu option SIF Copy SIF or right click and select Copy SIF. In addition to this you can also import SIFs for a different project by selecting the menu option SIF Import from Another Project. After you select the appropriate project, the Import SIFs dialog box will appear, see Figure 32. In here you can specify which SIFs you want to import, i.e. all or a select set of SIFs. Since the project properties of the second exSILentia project may not be identical to the properties of the active exSILentia project you should review all entries after importing a set of SIFs.
Figure 32 exSILentia Update Dialog Box 2.7 Updating exSILentia exSILentia is equipped with an automatic update checker. Each time you launch the exSILentia tool it will automatically check if a newer version of the tool is available. If a newer version of the tools is available a dialog box as shown in Figure 33 will appear.
Figure 33 exSILentia Update Dialog Box
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 29 of 167 You have the option to instantly update the tool by clicking Yes in which case the exSILentia updater will download the latest version of the tool and install it on your machine. You can also opt to install the update at a later point in time by clicking No. exSILentia will remind you of the new update each time you launch the tool except when you check the checkbox as shown in Figure 33. At any point during your use of the tool you can check if updates are available using the Help Check For Updates menu options. If no new versions of the tool are available a message box as shown in Figure 34 will appear.
Figure 34 exSILentia Up to Date Message Box When you click the Yes button on the exSILentia Update Dialog Box exSILentia will be closed and the exSILentia updater will be launched. The exSILentia updater will download the latest version of the tool from the exSILentia website and install it on your machine. The updater dialog box as shown in Figure 35 will appear.
Figure 35 exSILenia Updater Clicking Next >> will show the release notes for the exSILentia Update. Clicking Next >> again will start the actual download and installation. During this process a progress bar indicates the progress during the download and installation, see also Figure 36.
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Figure 36 exSILenia Updater Update Progress Once the updating process is finished an Update Complete message will appear on the exSILentia Update Dialog Box. Simply click Finish to finalize the process. exSILentia will now automatically be launched. 2.8 Updating Equipment Reliability Data There are two aspects to the updating of reliability data within exSILentia. The first aspect relates to updates to the Safety Equipment Reliability Handbook database. Updates to the Safety Equipment Reliability Handbook database are released at least once every quarter year. Whenever a new database is available users are encouraged to download this database to their local machine and always use the most up to date data. The second aspect is that on rare occasions information associated with a specific equipment item is updated; this could vary from model designations to the actual reliability data. exSILentia is equipped with an equipment update utility that will update all equipment items selected in any of the exSILentia tools to the latest version. 2.8.1 Updating the Safety Equipment Reliability Handbook Database Similar to the exSILentia program automatic update checker, exSILentia is also equipped with an update checker for the Safety Equipment Reliability Handbook. Whenever a new version of the Safety Equipment Reliability Handbook database is made available, a dialog box as shown in Figure 37 will appear.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 31 of 167 You have the option to instantly update the Safety Equipment Reliability Handbook database by clicking Yes in which case the exSILentia updater will download the latest version of the database and install it on your machine. You can also opt to install the update at a later point in time by clicking No. exSILentia will remind you of the new update each time you launch the tool except when you check the checkbox as shown in Figure 37. At any point during your use of the tool you can check if updates are available using the Help Check For Updates menu options. This function will look for both tool and Safety Equipment Reliability Handbook database updates. If no new versions of the tool are available a message box as shown in Figure 34 will appear. When you click the Yes button on the exSILentia Update Dialog Box exSILentia will download the latest version of the Safety Equipment Reliability Handbook database from the exSILentia website and install it on your machine. A progress bar, as shown in Figure 38, will indicate the progress of the download.
Figure 38 Safety Equipment Reliability Handbook Update Progress Bar Updates to the Safety Equipment Reliability Handbook database are part of a subscription service. With the purchase of a single exSILentia license comes a one year of Safety Equipment Reliability Handbook database updates. At the end of that year you can renew the subscription by purchasing this for a nominal fee through the exida online store. If your subscription to Safety Equipment Reliability Handbook database updates has expired a message box as shown in Figure 39 will appear. Clicking the Yes button will automatically take you to the exida store where you can renew your subscription.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 32 of 167 2.8.2 Updating Equipment Items When a new version of the Safety Equipment Reliability Handbook database is installed on your machine there is the possibility that the information associated with a specific equipment item is updated. Within the Safety Equipment Reliability Handbook database a version is associated with each equipment item. Whenever something changes for that equipment item the latest Safety Equipment Reliability Handbook database version will be associated with it. By selecting the Project Update Project Equipment Data menu option the versions of all equipment items part of the specific project will be compared with the versions of those equipment items in the Safety Equipment Reliability Handbook database. Any equipment item that has a newer version in the updated Safety Equipment Reliability Handbook database will be listed in the Equipment Item Updates dialog box. The dialog box is shown in Figure 40.
Figure 40 Equipment Item Updates Dialog Box The Equipment Item Update dialog box shows the specific item, the current database version and the new database version, any notes indicating the reason for change, and the report reference that the information associated with the equipment item is obtained from. By clicking the Update button you will update the equipment item information for all equipment items listed. 2.9 Spell Checking exSILentia is equipped with a spell checking function. The default language that is selected for the spell checking function is English (US). You can change the language library that should be considered during the spell checking by selecting the Spelling Set Language menu option. Selecting this option will launch the Spell Check Language dialog box, see Figure 46.
Figure 41 Spell Check Language Dialog Box
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 33 of 167 The dropdown box on the Spell Check Language dialog box can be expanded to show all available languages, see Figure 42. After you select the appropriate language from the dropdown box, click OK to set the language for the spell checking function. The language that you selected will not become your default language. You can always change this when necessary.
Figure 42 Spell Check Language Dialog Box - Expanded You can also specify specific spell checker options like Ignore All-Capital Words by selecting the Spelling Set Options menu option. This will launch the Spell Checker Options dialog box shown in Figure 43.
Figure 43 Spell Checker Options In order to use the spell checking function select the Spelling Check Spelling in Current Page menu option. If the spell checking function finds a misspelled word the Spell Checker dialog box will appear and suggest an alternate spelling of your word. You have the standard spell checking options like Change, Change All, Ignore, Ignore All, and Add. You can also launch the Spell Checker Options dialog box from the Spell Checker dialog box by selecting the Options button. An example of the spell checking function in action is shown in Figure 44.
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Figure 44 Spell Checker in Action Once the spell checking function has completed its task a completion message will appear, see Figure 45. Note that the spell checking function will be applied to the active window only.
Figure 45 Spell Check Completed 2.10 exSILentia Help Options This exSILentia user guide is your first line of support when using the Safety Lifecycle tools. The user guide gives an overview of all options part of exSILentia and using various examples it explains how to use the tool and the embedded SILect, SIF SRS, and SILver tools. Further assistance can be found in Appendix A of this user guide where a Trouble Shooting and Frequently Asked Questions section is provided. In addition exida has launched the exSILentia website www.exsilentia.com, where we intent to provide both exSILentia updates as well as Safety Equipment Reliability Handbook Database updates. There is also a FAQ section available on the exSILentia website, visit www.exsilentia.com and click on the FAQ link.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 35 of 167 If none of the above options provide answer to your question(s) you can contact the exSILentia team via [email protected]. Please note that we cannot answer any detailed safety lifecycle engineering questions as that would go beyond general tool support.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 36 of 167 3 SILect SIL Selection The use of the exSILentia SILect tool will be described in this chapter. This chapter will provide an overview of the SILect tasks and options. It will explain how you can select between three different SIL selection techniques, i.e. Risk Graph, Hazard Matrix, and Frequency Based Targets. Based on the SIL selection technique applied, this chapter will explain how you can perform Safety Integrity Level selections for Safety Instrumented Functions. The first part of the selection process is to calibrate the tolerable risk to be considered during the SIL selection that fits your plant / company. The second part of the selection process is to specify the severity and likelihood of the hazard that the Safety Instrumented Function is protecting against. The tolerable risk specification and severity and likelihood selections will be described per SIL selection technique. 3.1 SILect Structure In Safety Integrity Level selection there are two key aspects, i.e. inherent risk of the process versus the tolerable risk. The Process inherent risk or unmitigated risk is determined by the Severity (Consequence) and Frequency (Likelihood) of the Hazard that the Safety Instrumented Function will be protecting against. The safety integrity that the SIF should provide is determined by dividing the unmitigated risk by the tolerable risk which yields the required risk reduction. The required risk reduction directly relates to a PFDavg value which in its turn relates to a required or target SIL level for the Safety Instrumented Function. The key parameters in the above description of determining the target Safety Integrity Level are the tolerable risk, the severity, and the frequency. exSILentia incorporates the tolerable risk level on a project level, whereas the severity and frequency are determined on a Safety Instrumented Function level. An overview of the SILect structure is provided in Figure 46.
Figure 46 SILect Structure
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 37 of 167 3.2 Tolerable Risk A fundamental parameter in SIL selection is tolerable risk. You will only be able to determine the required risk reduction given a certain level of process risk after you have specified the tolerable level of risk. If you want to try and calculate a Target SIL level before you have specified the tolerable risk, exSILentia will give you the following warning, see Figure 47.
Figure 47 SILect Tab No Tolerable Risk Specified The SILect safety lifecycle tool will not allow you to determine a Target SIL without the specification of a tolerable risk. Consequently selecting the SILect tab will only yield the above warning. To specify the tolerable risk you will need to click on the Set Tolerable Risk button on the project information sidebar. The tolerable risk information is valid for an entire project, so you will only need to specify it once. Once you select Set Tolerable Risk the following warning message box will appear. This warning especially applies to projects where you are going to change an existing tolerable risk specification. This will warrant a review of all SIL selections that are part of the project. exSILentia will automatically close all SIF windows to ensure that the updated tolerable risk settings are applied to all SIFs.
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Figure 48 Set Tolerable Risk Warning Selecting OK will close all open SIF windows, if any, and the Tolerable Risk Calibration Wizard dialog box that is displayed in Figure 49 will appear. If you would have select Cancel nothing would have happened. This is especially useful in case you have several existing Safety Instrumented Functions where you already performed SIL selections for.
Figure 49 Tolerable Risk Calibration Wizard The Tolerable Risk Calibration Wizard allows you to choose from three different SIL selection methods, where the third method is further divided into three sub methods: Risk Graph VDI/VDE 2180 Risk Graph Hazard Matrix Frequency Based Targets o Health and Safety Executive - HSE UK o IEC 61511 part 3, Annex C o Single tolerable risk quantitative o Tolerable risk categories qualitative o Tolerable risk categories quantitative
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 39 of 167 Each of the methods will be separately described in the subsequent sections. For a specific end-user organization the tolerable risk calibration will most likely be identical for all projects. exSILentia allows you to save and load your tolerable risk data. Once you have specified your tolerable risk simply select the SILect Save Tolerable Risk Data menu option, see Figure 50. This will launch a save as dialog box and save the tolerable risk calibration in a .etr (exSILentia Tolerable Risk) file.
Figure 50 Save and Load Tolerable Risk Data Menu Option If you have a new project where you want to use the previously saved tolerable risk calibration, select the SILect Load Tolerable Risk Data menu option. Your new project will now be populated with the specific tolerable risk calibration. 3.3 Risk Graph If you select Risk Graph in the Tolerable Risk Calibration Wizard dialog box, see Figure 49, and select Next the Tolerable Risk Calibration Wizard will show the Risk Graph tolerable risk calibration page, see Figure 51. The Risk Graph that is part of SILect uses the well know parameters C (Consequence), F (Presence in Danger Zone), P (Probability to avert Hazard), and W (Demand Rate). In addition E, A, and U are used for Environmental Loss, Asset Loss, and User Defined / Custom Loss respectively. You are able to specify which risk receptor category, i.e. Personnel Safety, Environmental Loss, Asset Loss, and/or Custom Loss should be considered during the SIL selection by simply checking or un-checking the appropriate checkbox(es). In addition you are able to completely modify this Risk Graph. You can specify the meaning of each of the Parameters, e.g. change CA =Minor Injury to CA =One Death, by selecting Edit Classifications. Furthermore through the use of dropdown boxes you can change the target Safety Integrity Level that is associated with a certain combination of parameters, e.g. you can change CA W1 to Target SIL 1 if desired.
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Figure 51 Risk Graph Tolerable Risk Specification Selecting Finish will return you to the exSILentia Main Frame. Now you will be able to open any SIF that you defined for this project and perform the Risk Graph SIL selection using SILect. If you selected Risk Graph as the SIL selection method, the SILect tab will look similar to the one shown in Figure 52. You can easily make your category selections to derive your Target SIL. In addition a Comments and Assumptions field is available to document any specific SILect remarks. Enter comments and/or assumptions by double clicking the textbox or by clicking the comments and assumptions button on the right side of the textbox. The Comments, Assumptions and/or Remarks dialog box is shown in Figure 53.
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Figure 52 Risk Graph Personnel Safety SILect Tab
Figure 53 Comments, Assumptions and/or Remarks SILect Tab The appropriate calibrated Risk Graph will be shown in the upper right-hand corner of the SILect tab. Notice how the displayed Risk Graph changes when different risk receptors are addressed. Also note that the Risk Graph picture will depend on your tolerable risk specification. When you perform SIL selection using the Risk Graph you are able to specify Independent Protection Layers. By clicking the Add button in the Independent Layers of Protection area on the SILect tab, an IPL is automatically added to this SIL selection. This action will also launch the Independent Layers of Protection Configuration dialog box shown in Figure 54. Note: an IPL can only be considered an IPL when the following requirements for that IPL are met. An IPL needs to be Specific Independent Auditable
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Figure 54 Independent Layers of Protection Configuration Dialog Box On the Independent Layers of Protection Configuration dialog box you can specify the effectiveness of an IPL per risk receptor category. For example a relief valve may be very useful in protecting personnel and equipment; however it will be less effective for the environment because of the release. IPL effectiveness can be expressed in Risk Reduction Factor (RRF) or Probability of Failure on Demand (PFD). The IPL Reuse functionality is further described in section 3.7. Selecting OK will bring you back to the SILect tab. If you want to edit the details for an IPL you can simply do so by double clicking the IPL in the list, or selecting the IPL and clicking Edit, on the SILect tab. If you want to delete an IPL, select the IPL from the list and click Delete. Once deleted, the IPL cannot be recovered. All information you entered on the SILect tab will be stored when you switch tabs. By selecting the menu option Project Save the information will be saved to the project .exi file, see also section 2.4. 3.4 VDI/VDE 2180 Risk Graph If you select VDI/VDE 2180 Risk Graph in the Tolerable Risk Calibration Wizard dialog box, see Figure 49, and select Next the Tolerable Risk Calibration Wizard will show the VDI/VDE 2180 Risk Graph tolerable risk calibration page, see Figure 55. This Risk Graph is based on the German VDI/VDE 2180 standard and uses the parameters S (Consequence), A (Presence in Danger Zone), G (Probability to avert Hazard), and W (Demand Rate). This standard does not address Environmental, Asset, or any custom risk receptor. Therefore only the Personnel Safety risk receptor is available. No customizations are available for this risk graph
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Figure 55 VDI/VDE 2180 Risk Graph Tolerable Risk Specification Selecting Finish will return you to the exSILentia Main Frame. Now you will be able to open any SIF that you defined for this project and perform the VDI/VDE 2180 Risk Graph SIL selection using SILect. If you selected VDI/VDE 2180 Risk Graph as the SIL selection method, the SILect tab will look similar to the one shown in Figure 56. You can easily make your category selections to derive your Target SIL. In addition a Comments and Assumptions field is available to document any specific SILect remarks. Enter comments and/or assumptions by double clicking the textbox or by clicking the comments and assumptions button on the right side of the textbox. The Comments, Assumptions and/or Remarks dialog box was shown in Figure 53.
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Figure 56 VDI/VDE 2180 Risk Graph SILect Tab When you perform SIL selection using the VDI/VDE 2180 Risk Graph you will not be able to specify Independent Protection Layers as this concept is not defined in the VDI/VDE 2180 standard. 3.5 Hazard Matrix If you select Hazard Matrix in the Tolerable Risk Calibration Wizard dialog box, see Figure 49, and select Next the Tolerable Risk Calibration Wizard will show the Hazard Matrix tolerable risk calibration page, see Figure 57. The Hazard Matrix is set up to be a 7-by-7 matrix. With this format you will be able to implement any m-by-n hazard matrix as long as both m and n are less than or equal to 7.
The 7-by-7 matrix is an extension of the previously available 5-by-5 matrix. Projects with calibrations defined in the 5-by-5 matrix format are automatically upgraded and will show empty D6, D7, C6, and C7 parameters.
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Figure 57 Hazard Matrix Tolerable Risk Specification Like for the Risk Graph option, the Hazard Matrix tolerable risk calibration page allows you to specify which risk receptor category, i.e. Personnel Safety, Environment, Assets, and User Defined / Custom, you want to consider during the SIL selection. You can simply check or un-check the appropriate checkbox(es). In addition you are able to completely modify this Hazard Matrix. You can specify the meaning of each of the Parameters, e.g. change C1 =Slight Injury to C1 =Major Injury, by directly typing in the Consequence Category and Demand Frequencies text boxes. Furthermore through the use of dropdown boxes you can change the target Safety Integrity Level that is associated with a certain combination of parameters, e.g. you can change C1 D1 to Target SIL 1 if desired. If you would like to use a 5-by-5 matrix, for example, the C6, C7, D6, and D7 selections become superfluous. Simply change the descriptions to something like N/A as a reminder for you not to consider these selection options. In addition you could set the associated target Safety Integrity Levels to --". Selecting Finish will return you to the exSILentia Main Frame. Now you can open any SIF that you defined for this project and perform the Hazard Matrix SIL selection using SILect. If you selected Hazard Matrix as the SIL selection method, the SILect tab will look similar to the one shown in Figure 58. You can easily make your category selections using the dropdown boxes to derive your Target SIL. In addition, similar as for the Risk Graph SIL selection, a Comments and Assumptions field is available to document any specific SILect remarks, see also Figure 53.
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Figure 58 Hazard Matrix SILect Tab When you perform SIL selection using the Risk Graph you are able to specify Independent Protection Layers. By clicking the Add button in the Independent Layers of Protection area on the SILect tab, an IPL is automatically added to this SIL selection. This action will also launch the Independent Layers of Protection Configuration dialog box shown in Figure 59. Note: an IPL can only be considered an IPL when the following requirements for that IPL are met. An IPL needs to be Specific Independent Auditable Dependable
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Figure 59 Independent Layers of Protection Configuration Dialog Box On the Independent Layers of Protection Configuration dialog box you can specify the effectiveness of an IPL per risk receptor category. For example a relief valve may be very useful in protecting personnel and equipment; however it will be less effective for the environment because of the release. IPL effectiveness can be expressed in Risk Reduction Factor (RRF) or Probability of Failure on Demand (PFD). The IPL Reuse functionality is further described in section 3.7. Selecting OK will bring you back to the SILect tab. If you want to edit the details for an IPL you can simply do so by double clicking the IPL in the list, or selecting the IPL and clicking Edit, on the SILect tab. If you want to delete an IPL, select the IPL from the list and click Delete. Once deleted, the IPL cannot be recovered. All information you entered on the SILect tab will be stored when you switch tabs. By selecting the menu option Project Save the information will be saved to the project .exi file. 3.6 Frequency Based Targets If you select Frequency Based Targets in the Tolerable Risk Calibration Wizard dialog box, see Figure 49, and select Next the Tolerable Risk Calibration Wizard will show the Frequency Based Targets tolerable risk calibration page. Five types of Frequency Based Targets tolerable risk specifications are available; Health and Safety Executive - HSE UK IEC 61511 part 3, Annex C Single tolerable risk quantitative Tolerable risk categories qualitative Tolerable risk categories quantitative The first three methods specify a single, quantitative tolerable risk level. These three tolerable risk specifications therefore represent a so-called risk neutral approach: there is a linear relation between the severity of the hazard and the tolerable frequency. For the Health and Safety Executive - HSE UK and the IEC 61511 part 3, Annex C tolerable risk specifications, the tolerable frequency of a fatality is automatically specified based on reference documents from HSE and IEC respectively. You will need to specify the tolerable frequency of a fatality in case of the Single tolerable risk, quantitative. For each of these three specifications you can specify if you want to include environmental and equipment damage aspects in the SIL selections and what the tolerable losses per year are for these categories. The Single tolerable risk, quantitative tolerable risk calibration page is shown in Figure 60.
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Figure 60 Frequency Based Targets Tolerable Risk Specification On the Frequency Based Targets tolerable risk calibration page, You are also able to specify the Target SIL Threshold Ratio. This parameter determines how the Required Risk Reduction (as determined by the SIL selection process) is related to the Target SIL. By default this Ratio is set to 1, meaning that a Required Risk Reduction between 10 and 100 will results in a Target SIL of SIL 2. With a SIL Threshold Ratio of, for example 3, a SIL 2 target is related to a Required Risk Reduction of 30 and 300. The SIL determination threshold (the boundary between one SIL level and the next one up) is calculated by multiplying the relevant lower limit of the Risk Reduction range times the SIL Threshold Ratio. Though the SIL Threshold Ratio parameter is not specified by any of the functional safety standards it is implemented in the SILect tool per request of several customers. If you have no company policy requiring the need for a SIL Threshold, exida suggest leaving it at the default number of 1. The last two methods specify tolerable risk categories. A tolerable frequency is defined for five (5) different categories, Minor, Serious, Severe, Extensive, and Catastrophic. You have the ability to create a tolerable risk specification that is not risk neutral, i.e. the relation between the severity of the hazard and the tolerable frequency is not linear. The tolerable risk categories qualitative tolerable risk calibration page is shown in Figure 61. The Tolerable risk categories quantitative tolerable risk calibration page is near identical, the consequence dropdown boxes with descriptive text (qualitative) have however been replaced by text boxes where you can enter actual numbers (quantitative).
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Figure 61 Frequency Based Target Categories Qualitative Tolerable Risk Specification If you selected Frequency Based Targets as the SIL selection method, the SILect tab will look similar to the one shown in Figure 62.
Figure 62 Empty Frequency Based Targets SILect Tab
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 50 of 167 On the top part of the Frequency Based Targets SILect tab, you will be able to specify severity levels and/or consequences for the Hazard that the Safety Instrumented Function is protecting against. Based on the risk receptors that are included in the tolerable risk selections you will be able to specify severity levels for personnel safety, environmental impact, and/or equipment damage. You will need to specify the severity levels and/or consequences either using dropdown boxes with descriptive text as shown in the top part of Figure 63, through text fields as shown in the bottom part of Figure 63, or using a combination of dropdown boxes and text fields as shown in Figure 62.
Figure 63 Severity Level Selection Options The middle part of the Frequency Based Targets SILect tab allows for specification of initiating events. SILect allows for specification of more than one Initiating Event per Hazard. Once there is more than one Initiating Event you can simply switch between Initiating Events using the dropdown box or the left and right (<< and >>) browse buttons. In order to change an Initiating Event simply double click the event frequency of that initiating event or click the Edit button in the Initiating Event area when the specific initiating event is selected. This will bring up the Initiating Event dialog box, see Figure 64.
Figure 64 Initiating Event Dialog Box Using the Initiating Event dialog box you can specify the details about the initiating event, sometimes known as the initiating cause, which causes the hazard. You can specify a name for the initiating event and its frequency in number of occurrences per year. Furthermore each Initiating Event can have a single Enabling Condition. If there is an Enabling Condition you can specify a description and assign a probability to the condition. An entry for Enabling Condition is not required; however the default probability of 1 will always be displayed if no Enabling Condition exists.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 51 of 167 An example of an enabling condition is the usage factor of a batch process. Sometimes the usage factor is accounted for as an IPL. Note that the enabling condition applies to all risk receptors. If a usage factor is to be used to account for 8 hour workdays per 24 hours this should be implemented as an IPL since this usage factor has no effect on the environmental and equipment damage risk receptors. When you select OK on the Initiating Event dialog box you will return to the SILect tab. You can add an additional Initiating Event to a Safety Instrumented Functions SIL selection by selecting the Add button in the Initiating Event Area. This will bring up the Initiating Event dialog box where you can specify the relevant information for this additional Initiating Event. If you want to delete an Initiating Event, select the Initiating Event either through use of the dropdown or using the left and right browse buttons and click Del. Note that once deleted the Initiating Event can not be recovered. Per initiating event it is also possible to specify Independent Protection Layers. By clicking the Add button in the Independent Layers of Protection area on the SILect tab, an IPL is automatically added to this Initiating Event. This action will also launch the Independent Layers of Protection Configuration dialog box shown in Figure 65. Note: an IPL can only be considered an IPL when the following requirements for that IPL are met. An IPL needs to be Specific Independent Auditable Dependable
Figure 65 Independent Layers of Protection Configuration Dialog Box On the Independent Layers of Protection Configuration dialog box you can specify the effectiveness of an IPL per risk receptor category. For example a relief valve may be very useful in protecting personnel and equipment; however it will be less effective for the environment because of the release. IPL effectiveness can be expressed in Risk Reduction Factor (RRF) or Probability of Failure on Demand (PFD). The IPL Reuse functionality is further described in section 3.7. Selecting OK will bring you back to the SILect tab. If you want to edit the details for an IPL you can simply do so by double clicking the IPL in the list on the SILect tab. If you want to delete an IPL, select the IPL from the list and click Delete. Once deleted, the IPL can not be recovered.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 52 of 167 Once the severity level selections are made and while the details of the Initiating Event and associated Independent Protection Layers are entered the calculated results, and consequently Target SIL, will be updated on the lower portion of the SILect tab. A filled in Frequency Based Targets SILect tab is shown in Figure 66.
Figure 66 Filled in Frequency Based Targets SILect Tab All information you entered on the SILect tab will be stored when you switch tabs. By selecting the menu option Project Save the information will be saved to the project .exi file. Also note the availability of a Comments and Assumptions field to document any specific SILect remarks, see also Figure 53. 3.7 Independent Protection Layer Reuse In many projects it is highly likely that the same Independent Protection Layer is effective in protecting against various or in some cases to protect against several initiating events that lead to the same hazard. When you specify an IPL you can identify if this IPL is to be reused by checking the Reuse this IPL? checkbox. Once an IPL is marked as a reuse IPL you can select this IPL from the dropdown box on the Independent Layers of Protection Configuration dialog box. Figure 67 highlights the IPL reuse checkbox and the IPL dropdown box from which you can select previously marked reuse IPLs.
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Figure 67 Independent Layers of Protection Reuse Checkbox The key requirement for the reuse of IPLs is that the effectiveness of the IPL is similar. In order to obtain a clear overview of the IPLs that are reused you can select the SILect Reused IPLs menu option. This will launch a dialog box as show in Figure 68. Each reused IPL is shown with the SIF Tags of the Safety Instrumented Functions that it is used in and the initiating event that it applies to. Note that IPLs that are not reused will not be shown in this overview.
Figure 68 Reused IPLs Overview When you are using an IPL in multiple Safety Instrumented Functions / Initiating Events a change to that IPL will affect all those Safety Instrumented Functions / Initiating Events. exSILentia will pop-up the warning message shown in Figure 69. If you click Cancel the changes will not be saved, if you click OK the changes will be applied to all IPLs. The warning message is a good reminder of the impact of your changes, however if you decide that you dont want to see the message anymore you can check the Dont show this warning again checkbox.
Figure 69 Warning: Change to a Reused IPL Impacts other SIFs / Initiating Events
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 54 of 167 If you want to make changes to a Independent Protection Layer that only affects the current Safety Instrumented Function / Initiating Event you can deselect the Reuse this IPL? checkbox (shown in Figure 67) and make the IPL independent. A warning message will appear, see Figure 70. By making an IPL independent none of the changes made to that IPL will affect the other Safety Instrumented Functions / Initiating Events. Similarly none of the changes made to the original reused IPL will affect the independent IPL.
Figure 70 Warning: Making a Reused IPL Independent If you decided that an existing Independent Protection Layer needs to be replaced by a IPL available from the reuse IPL dropdown list you can do so by simply selecting that reuse IPL. A warning message will appear explaining that the current data will be replaced by the reused IPL data, see Figure 71.
Figure 71 Warning: Replacing an existing IPL with a Reused IPL
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 55 of 167 4 SIF SRS SIF Safety Requirements Specification This exSILentia user guide chapter will provide an overview of the SIF SRS tool and how it can be used. The SIF SRS tool is designed to help the user with the Safety Requirements Specification task of the Safety Lifecycle. Users of the System SRS with C&E Matrix plug-in (SRS C&E ) should see chapter 8 for an overview the plug-in functionality. 4.1 SIF SRS Structure The SIF SRS tool provides a template for the collecting of the Safety Requirements for a Safety Instrumented Function. As such its primarily focus is on the collection of information. The SIF SRS tool structure is very straight forward with only one level of user interaction. Figure 72 shows the SIF SRS tab.
Figure 72 SIF SRS Tab On this tab you can enter detailed safety requirements and descriptions of the Sensor, Logic Solver, and Final Element part of the SIF. 4.2 Using SIF SRS In the SRS Details area of the SIF SRS tab the following information can be filled in; Reference, Equipment, Process Safe State, SIF Test Interval, Overall Response Time, Protection Method, Trip Reset, Maximum Spurious Trip Rate, Diagnostics, Manual Shutdown, Regulatory Requirements, and Notes. The target SIL is automatically obtained from the SILect portion of exSILentia or the SIF Information if the SILect tool is disabled for this project.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 56 of 167 The Reference field allows you to specify a reference for the current SIF, such as a P&ID diagram, discussion notes, minutes of meeting, etc. The Equipment field lets you specify the equipment that the SIF is protecting. The Process Safe State field is used to specify the safe state, for example, the safe state represents the situation where flow through the supply line is stopped. The SIF Test Interval indicates the interval at which period proof tests are performed. This is one of the major parameters in the SIL verification. It should be indicated how strict this requirement is, as during SIL verification variations of the proof test interval tend to be used to achieve a certain SIL level. The Overall Response Time field allows you to specify how quickly the Safety Instrumented Function should act. The action should be performed within the Process Safety Time. The Protection Method field should indicate how the SIF should function; mostly this is De-energized to Trip. The Trip Reset field is used to specify if a reset is required and if so how the reset is to be implemented. The Maximum Spurious Trip Rate allows for specifying the Mean Time To Fail Spurious for a SIF. Even though the functional safety standards have no specific requirements regarding this parameter, if a SIF causes a plant trip any other day, it will be by-passed, reducing the safety integrity of the SIF to 0. The Diagnostics field can be used to specify if additional diagnostics are to be implemented for the SIF. The Manual Shutdown field can be used to specify the manual shutdown option if any. The Regulatory Requirements field allows the specification of specific regulations that need to be considered in the SIF conceptual design. Finally the Notes can be used to specify any additional remarks. In the Logic Description area of the SIF SRS tab a brief functional description on the Sensor Part, the Logic Solver Part, and the Final Element Part can be provided. These descriptions should help the engineers developing the Safety Instrumented Function in coming up with the Conceptual Design for the SIF. All information you entered on the SIF SRS tab will be stored when you switch tabs. By selecting the menu option Project Save the information will be saved to the project .exi file.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 57 of 167 5 SILver SIL Verification The use of the exSILentia SILver tool will be described in this chapter. This chapter will provide an overview of the SILver tasks and options. The SIL verification tool can help you in verifying the Safety Integrity Level (SIL) of your Safety Instrumented Functions. SILver is an analysis tool that uses Markov models during all analyses. Besides the more and more favored Markov model calculation technique SILver also features the exida Safety Equipment database. This unique combination allows you to perform a reliability analysis of your favorite equipment without the hassle of filling in all reliability data. SIL verification using exSILentias SILver tool can be performed for all SIL verifications up to SIL 4. For any safety functions achieving SIL 4, independent verification of the results should be performed by the user as required by IEC 61508 / IEC 61511. The user should review all assumptions that are the basis of the SILver tool, see also section 12.4. The user is responsible for reviewing all selections made during the analysis. SILver has been assessed by a third party to ensure the SILver development process meets the IEC 61508 software development process requirements. The assessment report is available trough the Help SILver Assessment Report menu option. This assessment report is all you need to provide for tool use justification. This chapter will explain the structure of the SILver Safety Lifecycle tool and how you can use it. Furthermore the My Own component will be introduced; an option for you to select in case a specific equipment item is not part of the exida Safety Equipment database. In addition specific SILver details will be discussed among which are Sensor Settings and Remote Actuated Valve settings. These details will be further explained using examples for typical Sensor and Final Element part configurations. Note: if you are familiar with the exSILentia Online version of SILver, you will notice that the user interface for the SILver tool part of exSILentia is more compact. The functionality in both versions of SILver is however identical. 5.1 SILver Structure When regarding a Safety Instrumented Function (SIF), three parts can be distinguished (see also the functional safety standards IEC 61508 and IEC 61511). These three parts are the Sensor Part, the Logic Solver Part, and the Final Element Part. These parts are clearly distinguished in the SILver tool. The Sensor Part and the Final Element Part are further divided into groups. Both the Sensor Part and the Final Element Part can consist of up to 4 groups. The voting options for voting between these groups are in words: all groups need to trip for the safety function to trip (XooX, with X is the number of groups) or one group needs to trip for the safety function to trip (1ooX). In addition there is the option for a 2oo3 voting in case 3 groups are used in the conceptual design. The groups within the Sensor and Final Element Parts can consist of several redundant legs. A sensor group can consist of a maximum of 3 legs; a final element group can consist of a maximum of 6 legs. Voting options within these groups correspond to the required number of legs. For sensor groups the voting options available are 1oo1, 1oo1D, 1oo2, 1oo2D, 2oo2, 1oo3, 2oo3, 3oo3, 1oo4, 2oo4, 3oo4, and 4oo4. For final element groups the voting options available are 1oo1, 1oo2, 2oo2, 1oo3, 3oo3, 1oo4, 2oo4, 4oo4, 5oo5, and 6oo6. Figure 73 provides an overview of the structure of the SILver Safety Lifecycle tool.
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Figure 73 SILver Structure 5.2 Using SILver This section is the meat of the exSILentia user guide with regard to SILver. The objective of this section is to explain how you can use the SILver tool. This section will show how to navigate through the SILver tool using a straightforward Safety Instrumented Function as an example. You will notice that the user interface of the SILver tool in exSILentia deviates from the user interface of SILver part of exSILentia Online. All functionality however is identical.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 59 of 167 5.2.1 Example SIF An example Safety Instrumented Function is shown in Figure 74.
Figure 74 Example Safety Instrumented Function The Sensor Part of this example SIF consists of two Sensor Groups. The first sensor group consists of a sensor and an interface module (one leg). Since there is only one leg, the voting within this group is 1oo1. The second sensor group also consists of one leg, but that leg consists of a sensor and two interface modules. Again the voting within the group is 1oo1. The voting between the sensor groups is 1oo2. For both groups, the sensor that is considered is a Generic temperature transmitter using a 3-wire RTD. The interface modules that are considered are Generic intrinsic safety barriers. The second group also has a Generic HART Multiplexer as interface module. The logic solver that constitutes the logic solver part will be the General purpose PLC. The Final Element Part of the example SIF consists of one Final Element Group. This final element group consists of two legs that both consist of a final element interface and an actuator-valve combination. For both legs, the final element interface that is considered is the Generic 3-way solenoid; the actuator-valve combination that is considered is the Generic air operated ball valve, soft seat. The voting within the group is 2oo2 which means that both valves need to act to achieve the safe state. 5.2.2 Step 1: Enter general information In order to perform a SIL verification for a specific Safety Instrumented Function you need to select the SILver tab of that SIF. An empty SILver tab will look like is shown in Figure 75.
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Figure 75 SILver tab Empty On the SILver tab you can specify specific SIL verification information for a Safety Instrumented Function. You can indicate if Architectural Constraints should be considered in the analysis. Architectural constraints place requirements on the Hardware Fault Tolerance in a Safety Instrumented Function. When IEC 61508 Architectural Constraints are selected, the achieved SIL of the Safety Instrumented Function will be limited to the SIL supported by either table 2 or 3 of IEC 61508-2, based on Safe Failure Fraction and Hardware Fault Tolerance. When IEC 61511 Architectural constraints are selected, the achieved SIL of the Safety Instrumented Function will be limited to the SIL supported by table 5 or 6 of IEC 61511-1 based on Hardware Fault Tolerance and Prior-Use considerations. For a detailed explanation on prior-use, a free article is available for download from the exida website (www.exida.com/company/articles.asp). You can also indicate if IEC 61508 SIL Capability should be considered in the analysis. Per IEC 61511 users of existing hardware either need to select hardware that is developed and assessed per IEC 61508 or justify the use of that hardware. When the SIL Capability option is selected SILver will review the IEC 61508 assessment levels and/or the justification levels of the equipment used, i.e. their SIL Capability. In order to achieve a certain SIL level all the equipment used must be assessed up to that SIL level and/or the proven in use justification for the equipment used must be up to that specific SIL level. In the Mission Time field, the time period that the SIF is expected to be operational should be selected. For Low Demand applications the PFDavg parameter, which determines the Safety Integrity Level at which this Safety Instrumented Function can be used, is determined over this mission time. One can choose from a variety of options up to a 30-year period. The mission time could, for example, correspond to the major turnaround period of the unit. The mission time should at least be as long as the largest proof test interval. In the Startup Time field you can list the number of hours it takes to restart the process after a shutdown. This should be an integer number between 4 and 336 hours.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 61 of 167 SILver distinguishes between three application demand modes of operation, i.e. Low Demand High Demand Continuous Demand Clicking on the button next to the Demand Rate will launch the Demand Rate Dialog Box, see Figure 76. Here you can specify what demand mode of operation you want to consider for the Safety Instrumented Function. You have the option to hardcode the demand mode by selecting the appropriate radio button, e.g. in the example in Figure 76 the Low Demand mode has been selected. Alternatively you can specify that SILver should determine the demand mode the SIF is operating in based on the demand rate you specify. SILver will take proof test intervals and automatic diagnostic test intervals into consideration when determining if a SIF is operating in the Low, High, or Continuous demand mode.
Figure 76 Demand Rate Dialog Box An application is considered to be a Low Demand application if the demand interval is at least 2 times larger than the longest proof test interval; otherwise the application is considered High Demand or Continuous Demand. If the demand interval is at least 10 times larger than the longest diagnostic test interval of the equipment in the Safety Instrumented Function the application is considered a High Demand application. Consequently a Continuous Demand application is an application where the demand interval is smaller than 10 times the worst case diagnostic test interval and where the demand interval is smaller than 2 times the longest proof test interval. For Low demand applications the average Probability of Failure on Demand (PFDavg) is calculated. For High and Continuous demand applications the Probability of a Dangerous Failure per Hour (PFH) is calculated. In High demand applications credit for automatic diagnostics is taken whereas the automatic diagnostics are considered ineffective in Continuous demand applications. Note the definition of the different demand modes of operation deviate from IEC 61508 and IEC 61511 as the minimum length of the demand interval of 1 year is not considered. There is no mathematical basis for this 1 year limit, e.g. an application with a demand interval of 10 months and a longest proof test interval of 1 month should still be considered a low demand application. In the Comments and Assumptions field you can document any specific SILver remarks. Enter comments and/or assumptions by double clicking the textbox or by clicking the comments and assumptions button on the right side of the textbox. The Comments, Assumptions and/or Remarks dialog box is similar to the one shown in Figure 53.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 62 of 167 Changing tabs or selecting one of the other branches in the SILver Safety Instrumented Function tree view will store your entries and selections. By selecting the menu option Project Save the information will be saved to the project .exi file. Selecting the Safety Instrumented Function branch will provide SILver Safety Instrumented Function information as shown in Figure 75. Once all information about the SIF is entered, this branch will show the calculation results for the three parts of the SIF and the overall SIF performance metrics such as Achieved SIL and Risk Reduction Factor. The overall SIL verification results will not be shown until sufficient information about the SIF has been entered; the result fields will thus remain blank. As you will realize by now all navigation within the SILver tab is done through the SILver Safety Instrumented Function tree. The navigation tree shows the three main parts of the Safety Instrumented Function, i.e. Sensor Part, Logic Solver Part, and Final Element part. Additionally the tree shows the detailed groups that build the Sensor and Final Element parts. 5.2.3 Step 2: Enter Sensor Part Information To enter information about the configuration of the sensor part, you must select Sensor Part from the SILver SIF navigation tree. The SILver tab will now show the details on Sensor Part level, see also Figure 77.
Figure 77 Sensor Part Details SILver Tab You can select the number of sensor groups (in this case 2) from the dropdown box at the top of the page. Then select the voting between the groups, in this case 1oo2. Note that the default voting is always the, for functional safety, more conservative XooX voting (with X the number of groups). You can also specify the beta factor to account for common cause between groups. The beta factor must be entered as an integer between 0 and 100%. The default value for the common cause between groups is 0% as different groups are typically used when parts of the SIF are independent. In case there is no complete independence however, i.e. there is common cause susceptibility, a beta factor other than 0% should be used.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 63 of 167 The next step is to enter detailed Sensor Group information. To do this you must select the specific Sensor Group from the SILver SIF navigation tree. In this example description we select the first group. The SILver tab will now show the details on Sensor Group level, see also Figure 78.
Figure 78 Empty Sensor Group Details SILver Tab You can specify a Name and Voting within the group. For the example SIF that we are considering the voting is 1oo1 and the Voting Type is identical. For redundant configurations SILver allows you to specify diverse as voting type, this way you can select a temperature sensor in leg 1 and a level sensor in leg 2, for example. You can also indicate if the hardware that this sensor group represents is part of other Safety Instrumented Functions within this project through the Reuse this Group checkbox. For this example we will leave the box unchecked. For more information on group reuse see section 5.5. For this Sensor Group you can also specify group reliability data. For each Sensor group, the beta factor in percentage (in case of redundant voting configurations), the Mean Time To Repair (MTTR) in hours, the Proof Test Interval in months, and the Proof Test Coverage in percentage must be entered. The beta factor is the common cause factor; this is the percentage of failures that is subject to common cause. The beta factor must thus be entered as an integer between 0 and 100%. For 1oo1 and 1oo1D configurations, no beta factor needs to be entered. See section 5.7 for help on determining an appropriate beta factor. This section explains the beta estimator quick tool. The Mean Time To Repair (MTTR) indicates the expected time to repair the equipment items in the group in case of a detected failure. The MTTR must be an integer between 4 and 336 hours.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 64 of 167 The proof test is the periodic test performed to detect failures in a safety-related system so that, if necessary, the system can be restored to an as new condition or as close as practical to this condition. The Proof Test Interval is the time interval between two proof tests. This must be an integer value between 1 and 360 months. The Proof Test Coverage indicates the effectiveness of these tests. A 100% proof test coverage would mean that 100% of all dangerous failures would be detected in the test. In order to claim 100% proof test coverage the proof test must be extremely comprehensive, which is very unrealistic. The proof test coverage must thus be an integer value between 0 and 100%. In order to complete the selections for this Sensor Group you need to select Temperature from the Measurement Type dropdown box. This gives us all Temperature measurement devices available in the exida Safety Equipment database. We select the Generic temperature transmitter. In the Process Connection section we can specify that the Sensor uses a 2-/3-wire RTD. The Configuration Options that we select are High Trip; Alarm Setting Under Range; PLC Detection Configuration Over / Under Range ON, Alarm Filtering ON; Alarms voted as Trip OFF, we do not select External Comparison (the configuration options are described in detail in section 5.12). For the input interface module of the first group we select Generic Transmitter Supply Isolator. The second interface module is left at the default <None>. Figure 79 shows how the SILver tab looks like after we have filled in the Sensor Group Details as described above.
Figure 79 Filled in Sensor Group Details SILver Tab Changing tabs or selecting one of the other branches in the SILver Safety Instrumented Function tree view will store your entries and selections.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 65 of 167 Two additional options are available on the Sensor Group Details, i.e. Advanced Options and Tags. Selecting Advanced Options will bring up the Sensor Group Properties dialog box as shown in Figure 80. In this case only the failure rate information applicable to the equipment items selected in the active group is shown. If one of the components you selected would be a MyOwn component, see section 5.6, you need to specify its failure rates via this Sensor Group Properties dialog box. The Sensor Group Properties dialog box also identifies the Architecture Type, SIL Capability, and SERH version for the equipment items selected. In addition the Sensor Group Properties dialog box allows you to indicate if you want to claim Proven In Use for a specific equipment item. The Proven In Use Justification is available once you check the Proven In Use checkbox. Section 5.3 provides more background on this topic.
Figure 80 Sensor Group Properties Dialog Box The Sensor Tags dialog box allows you to specify the applicable tags associated with the sensor equipment you selected. The Tag dialog box is shown in Figure 81 and has been filled in with information applicable to this example. Though the tag information is not critical for the actual SIL verification, it will be used in a future restructured Safety Requirements Specification exSILentia lifecycle tool. Furthermore this information is often used by third party tools that interface with the exSILentia tool.
Figure 81 Sensor Tags Dialog Box Next we need to complete the second Sensor Group. Simply select the second group from the SILver SIF navigation tree and enter the group details in a similar way as described for the first Sensor Group. After all details for the Sensor Part have been entered click on Safety Instrumented Function in the SILver SIF navigation tree. You will see that the calculation results for the Sensor Part are now displayed. Clicking on Sensor Part in the SILver SIF navigation tree will transform the SILver tab as shown in Figure 82. For parts with more than 1 group the Part branch displays the contribution of each group to the PFDavg and MTTFS of the entire part.
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Figure 82 Sensor Part Details including Bar Charts SILver Tab Note that for Sensor Groups configured such that all over range and under range failures are detected and where no automatic shutdown is implemented on detection of a failure the spurious trip rate will be equal to 0. The two Sensor Groups that constitute the Sensor Part shown in Figure 82 both have no spurious failures because of the logic solver detection behavior. Consequently there is no Group MTTFS contribution bar graph. 5.2.4 Step 3: Enter Logic Solver Information To enter information about the configuration of the logic solver part, you must select either Logic Solver Part or the Logic Solver Group, initially called Not Configured, from the SILver SIF navigation tree. Since there is only one Logic Solver Group there is no separate Logic Solver Part information page as shown in Figure 82 for the Sensor Part. The SILver tab will now show the details on Logic Solver Part level, see also Figure 83.
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Figure 83 Logic Solver Part Details SILver Tab You can specify a Name for the logic solver, to uniquely identify it. You can also indicate if the main hardware, CPU, Power Supply, Rack, etc., that this logic solver group represents is part of other Safety Instrumented Functions within this project through the Reuse this Logic Solver Group checkbox. For this example we will leave the box unchecked. Next you can select General purpose PLC from the exida Safety Equipment database. Subsequently you will need to enter values for the Mean Time To Repair (MTTR), Proof Test Interval (months) and the Proof Test Coverage (percentage). The beta factor for the logic solver is embedded in the Safety Equipment database since it is specified by the manufacturer and therefore does not need to be entered. For the logic solver the same constraints apply to MTTR, Proof Test Interval, and Proof Test Coverage as for the Sensor Groups, see Step 2: Enter Sensor Part Information in section 5.2.3. Changing tabs or selecting one of the other branches in the SILver Safety Instrumented Function tree view will store your entries and selections. By selecting the menu option Project Save the information will be saved to the project .exi file. When you select Safety Instrumented Function in the SILver SIF navigation tree you will see that calculation results are displayed for the Logic Solver Part. Based on the entries and selections you make for the Sensor part and the Final Element part, SILver automatically determines the number of analog / digital input and output channels in combination with the number of analog / digital input and output modules required for the logic solver configuration. The logic solver calculation is done accordingly. To review the number of I/O channels and modules automatically determined by the SILver tool click on Advanced Options in the upper right hand corner of the Logic Solver Part branch in the SILver SIF navigation tree. This will launch the Logic Solver Properties dialog box.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 68 of 167 The Logic Solver Properties dialog box shows the detailed Logic Solver failure rates as well as manufacturer specified name and common cause factor. On the left side of the failure rate table the dialog box shows the number of I/O channels and modules automatically determined. It is also possible to use a User defined number of I/O channels and modules, select the User radio button and fill in the appropriate number of I/O channels and modules to be used. After specifying only the Sensor part, only the appropriate number of Input modules is determined. Consequently the calculated PFDavg and MTTFS for the logic solver will change when the Final Element part is specified.
Figure 84 Logic Solver Properties Dialog Box Automatic Channel Detection 5.2.5 Step 4: Enter Final Element Part Information To enter information about the configuration of the final element part, you must select Final Element Part from the SILver SIF navigation tree. The SILver tab will now show the details on Final Element Part level, see also Figure 85.
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Figure 85 Final Element Part Details SILver Tab You can select the number of final element groups (in this case 1) from the dropdown box at the top of the page. The voting between the groups is in this case automatically 1oo1. You only need to specify the voting between groups when more than 1 group is considered. Note that the default voting is always the, for functional safety, more conservative XooX voting (with X the number of groups). The next step is to enter detailed Final Element Group information. To do this you must select the specific Final Element Group from the SILver SIF navigation tree. In this example description there is only one group. The SILver tab will now show the details on Final Element Group level, see also Figure 86.
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Figure 86 Final Element Group Details SILver Tab You can specify a Name and Voting within the group. For the example SIF that we are considering the voting is 2oo2 and the Voting Type is identical. For redundant configurations SILver allows you to specify diverse as voting type, this way you can select an air operated valve in leg 1 and a motor starter in leg 2, for example. You can also indicate if the hardware that this final element group represents is part of other Safety Instrumented Functions within this project through the Reuse this Group checkbox. For this example we will leave the box unchecked. For more information on group reuse see section 5.5. For this Final Element Group you can also specify group reliability data. For each Final Element group, the beta factor in percentage (in case of redundant voting configurations), the Mean Time To Repair (MTTR) in hours, the Proof Test Interval in months, and the Proof Test Coverage in percentage must be entered. The beta factor is the common cause factor; this is the percentage of failures that is subject to common cause. The beta factor must thus be entered as an integer between 0 and 100%. For 1oo1 configurations, no beta factor needs to be entered. See section 5.7 for help on determining an appropriate beta factor. This section explains the beta estimator quick tool. The Mean Time To Repair (MTTR) indicates the expected time to repair the equipment items in the group in case of a detected failure. The MTTR must be an integer between 4 and 336 hours. The proof test is the periodic test performed to detect failures in a safety-related system so that, if necessary, the system can be restored to an as new condition or as close as practical to this condition. The Proof Test Interval is the time interval between two proof tests. This must be an integer value between 1 and 360 months. The Proof Test Coverage indicates the effectiveness of these tests. A 100% proof test coverage would mean that 100% of all dangerous failures would be detected in the test. In order to claim 100% proof test coverage the proof test must be extremely comprehensive, which is very unrealistic. The proof test coverage must thus be an integer value between 0 and 100%.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 71 of 167 In order to complete the selections for this Final Element Group you need to select Remote Actuated Valve from the Final Element dropdown box. This will cause additional options to appear on the Final Element Group branch of the SILver tab. For the final element interface, you select Generic 3-way solenoid and for the actuator-valve combination you select Generic air operated ball valve, soft seat from the exida Safety Equipment database. The only Final Element Option that we choose for this example is that the valve Closes on trip. Note that in this case the output interface module is left at the default <None>. Figure 87 shows how the SILver tab looks like after we have filled in the Final Element Group Details as described above.
Figure 87 Filled in Final Element Group Details SILver Tab Changing tabs or selecting one of the other branches in the SILver Safety Instrumented Function tree will store your entries and selections. Two additional options are available on the Final Element Group Details, i.e. Advanced Options and Tags. Selecting Advanced Options will bring up the Final Element Group Properties dialog box as shown in Figure 88. In this case only the failure rate information applicable to the equipment items selected in the active group is shown. If one of the components you selected would be a MyOwn component, see section 5.6, you need to specify its failure rates via this Final Element Group Properties dialog box. The Final Element Group Properties dialog box also identifies the Architecture Type, SIL Capability, and SERH version for the equipment items selected. In addition the Final Element Group Properties dialog box allows you to indicate if you want to claim Proven In Use for a specific equipment item. The Proven In Use Justification is available once you check the Proven In Use checkbox. Section 5.3 provides more background on this topic.
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Figure 88 Final Element Group Properties Dialog Box The Final Element Tags dialog box allows you to specify the applicable tags associated with the final element equipment you selected. The Tag dialog box is shown in Figure 89 and has been filled in with information applicable to this example. Though the tag information is not critical for the actual SIL verification, it will be used in a future restructured Safety Requirements Specification exSILentia lifecycle tool. Furthermore this information is often used by third party tools that interface with the exSILentia tool.
Figure 89 Final Element Tags Dialog Box After all details for the Final Element Part have been entered click on Safety Instrumented Function in the SILver SIF navigation tree. You will see that the calculation results for the Final Element Part are now displayed. Clicking on Final Element Part in the SILver SIF navigation tree will also show the calculated SILver results for the Final Element Part. Note that in this case no bar charts, representing the contribution of each group to the PFDavg and the MTTFS of the entire part, are displayed as the Final Element Part only consists of 1 group. 5.2.6 Step 5: Review Results Once all the parts of the Safety Instrumented Function have been specified, the Safety Instrumented Function branch of the SILver SIF navigation tree will display the overall SIF Performance Metrics. You can now review the results and see if the SIF meets the desired Safety Integrity Level. For the example SIF the SILver tab will look as is shown in Figure 90.
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Figure 90 Completed SIL verification SILver tab Not only are the overall SIF performance metrics shown on the SILver tab. In the lower left hand corner of the screen pie charts are shown. The pie charts indicate the contribution of each part to the overall SIF performance metrics for PFDavg and MTTFS respectively, see Figure 91. If the results do not meet the required SIL or if you want to try different selections, you can easily edit the configuration by clicking on the specific group you want to change in the SILver SIF navigation tree. Note that all SILver input and calculated results will be part of the exSILentia report for functional safety standard compliance.
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Figure 91 Part Contribution to PFDavg and MTTFS SILver tab 5.3 Maintenance Capability The Maintenance Capability is a new feature introduced in exSILentia 2.5. It allows users to take into consideration the effectiveness of the repair processes in place at a specific site. exSILentia 2.4 and older assumed that when repair is performed it is always performed perfectly, many interviews with maintenance personnel revealed that this assumption is in the majority of cases very optimistic. The Maintenance Capability is a parameter that should be taken into consideration in addition to the Proof Test Coverage. A total of 5 levels have been identified for the Maintenance Capability called the Maintenance Capability Index (MCI), these are shown in the table below.
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0% No repair Repair actions are not performed MCI 1
60% Medium repair Repair actions are performed when maintenance crew is available roughly once every two occasions, frequently tool calibration is expired, frequently maintenance crew does not completely fix original problem MCI 2 90% Good repair Repair actions are always performed, tool calibration is not always up to date, maintenance crew does not always completely fix original problem. MCI 3
99% Almost perfect repair Repair actions are always performed, tool calibration is always up to date, a minor maintenance mistake is hardly ever made. MCI 4 100% Perfect repair Repair actions are always performed, tool calibration is always up to date, maintenance errors are never made
The Maintenance Capability Index is a parameter that should be specific on project level and can be specified for field equipment and logic solvers separately. Figure 92 shows the project properties dialog box where the Maintenance Capability Index can be specified.
Figure 92 Project Properties Dialog Box For projects that were performed with exSILentia 2.4 or before the Maintenance Capability Index will default to MCI 4 which assumed 100% correctness of all maintenance activities.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 76 of 167 5.4 Proven-In-Use Justification As described in sections 5.2.3 and 5.2.5 Sensor Group Properties dialog box and Final Element Group Properties dialog box shown in Figure 80 and Figure 88 respectively, allow you to identify if a specific equipment items is considered Proven In Use. The Proven In Use concept allows a user to justify the use of a specific component that has not been assessed per IEC 61508. The justification that the user is to provide along with the Proven In Use claim is intended to demonstrate that the product in that specific use does not have any systematic failures. With the Proven In Use justification the end-user takes away the burden for the manufacturer to demonstrate that he followed good engineering practices while developing the product. This is a significant responsibility the end-user takes upon himself so exida urges you to be conservative in the use of the Proven In Use checkbox on these property dialog boxes. Claiming Proven In Use will impact the SIL verification results in two ways. First of all, IEC 61511 architectural constraints allows reduction of the minimum Hardware Fault Tolerance by 1 (one) if a device is proven in use (note that other requirements apply as well though compliance with these requirements is trivial). Secondly, if you claim proven in use for a device you are able to specify its SIL capability, i.e. the SIL level up to which you claim that the systematic integrity of the proven in use device is identical to that of a IEC 61508 developed product. When you check the Proven In Use checkbox for an equipment item you will be asked if you want to perform the Proven In Use J ustification for that device. The message box that appears is shown in Figure 93.
Figure 93 Proven In Use Justification Message Box By selecting Yes the Proven In Use Justification dialog box as shown in Figure 94 will appear.
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Figure 94 Proven In Use Justification Dialog Box The Proven In Use Justification dialog box allows you to specify the specific use / application that the proven in use justification applies to. It also allows you to specific the specific revision of the product. The specific use / application is important to ensure that the proven in use justification actually applies to the proposed use of the equipment in the Safety Instrumented Function, e.g. proven experience in control (dynamic) environment may not suit safety (static) application use. The revision is especially import with regard to the software version of the product as this is usually the place with the majority of systematic failures. exida specified a set of Proven In Use J ustification criteria based on the IEC 61508 and IEC 61511 functional safety standards. The intent of the justification is to provide a rationale and reference to reference documents why a criterion is met for the specific equipment item. You can use the Yes & No buttons in combination with the Arguments scale to track your progress of addressing each of the issues. Furthermore you can specify up to which SIL level the device can be used through the SIL Capability dropdown box. This is important when you are considering the SIL Capability in your project. Additionally the you can identify who is responsible for the proven in use justification, who the project manager is and (if applicably) why a device can be considered proven in use when not all criteria are met. A completely filled out Proven In Use J ustification dialog box is shown in Figure 95.
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Figure 95 Completed Proven In Use Justification Dialog Box Once you complete a Proven In Use J ustification it will be stored as part of the exSILentia project. If you want to claim proven in use on a the same equipment item in a second Safety Instrumented Function, the Proven In Use J ustification functionality allows you to associate this second proven in use claim to a previously made claim. The dialog box shown in Figure 96 will appear.
Figure 96 Associate Proven In Use Claim with existing Justification
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 79 of 167 The overview shown in Figure 96 is specific to the equipment item that the proven in use is claimed on. Per item you can have multiple application / usage description or revisions. As the example shows, there is a proven in use claim both on revision 1.0 and revision 1.1 of the alarm bell. A complete overview of proven in use justifications is available through the SILver Proven In Use J ustification menu option. Selecting this option will launch the Proven In Use Justification Overview dialog box, see Figure 97. Here you can revisit a specific Proven In Use J ustification or even delete the justification if it is no longer applicable.
Figure 97 Proven In Use Justification Overview 5.5 Group Reuse In large projects it is highly likely that specific equipment is used in more than one Safety Instrumented Function. A typical example is a Master Fuel Valve. It is expected that the majority of Safety Instrumented Functions will lead to a Master Fuel Valve Trip. For a single SIF the Master Fuel Valve is likely to be part of a single group. Similarly it is likely that you will use the same PLC logic solver in each SIF. SILver allows you to specify that sensor, logic solver, and/or final element groups are reused by simply checking the Reuse this Group checkbox, see Figure 98 for an example of the Sensor Group Reuse checkbox. This way you can simply select the same group in the subsequent Safety Instrumented Functions. If you need to change something to the specific group the changes will automatically be made to all Safety Instrumented Functions that this group is used in. Next to the Reuse this Group checkbox there will be an indication on how often the group is reused.
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Figure 98 Sensor Group Reuse Checkbox The key requirement for the reuse of groups is that the hardware is identical. If you have two Fuel Valves, each part of different Safety Instrumented Functions, you will need to model these valves using two separate groups (each of which can be reused). The reusing of groups will drastically speed up your engineering time. Third party tools that import exSILentia export files, for example to program a Safety PLC, will recognize the reused groups and link the identical hardware in their programming tool. In order to obtain a clear overview of the sensor and final element groups that are reused you can select the SILver Group Reuse menu option. This will launch a dialog box as show in Figure 99. Each reuse group is shown with the SIF Tags of the Safety Instrumented Functions that it is used in. Note that sensor and final element groups that are not reused will not be shown in this overview.
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Figure 99 Reused Groups Overview When you are using a group in multiple Safety Instrumented Functions a change to that group will affect all those Safety Instrumented Functions. exSILentia will pop-up the warning message shown in Figure 100. If you click Cancel the changes will not be saved, if you click OK the changes will be applied to all groups. The warning message is a good reminder of the impact of your changes, however if you decide that you dont want to see the message anymore you can check the Dont show this warning again checkbox.
Figure 100 Warning: Change to a Reused Group Impacts other SIFs If you want to make changes to a group that only affects the current Safety Instrumented Function you can deselect the Reuse this Group checkbox (shown in Figure 98) and make the group independent. A warning message will appear, see Figure 101. By making a group independent none of the changes made to that group will affect the other Safety Instrumented Functions. Similarly none of the changes made to the original reused group will affect the independent group.
Figure 101 Warning: Making a Reused Group Independent
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 82 of 167 If you decided that an existing group needs to be replaced by a group available from the reuse group dropdown list you can do so by simply selecting that reuse group. A warning message will appear explaining that the current data will be replaced by the reused group data, see Figure 102.
Figure 102 Warning: Replacing an existing Group with a Reused Group 5.6 The My Own component This section describes what you can do when you want to use equipment items in a SIF that are not part of the exida Safety Equipment database. For each of the three parts of a SIF, equipment items can be entered that are not in the exida Safety Equipment database. Instead of selecting a component from the exida Safety Equipment database, you have to select My Own from the bottom of the list. This selection is available at each point where you have to select an equipment item. When you have selected a My Own equipment item in any Part, you can enter data for this item by selecting Advanced Options when the respective Group branch is selected. Figure 103 shows the Sensor Group Properties dialog box for a Sensor Group where one sensor is specified as a My Own sensor.
Figure 103 Sensor Group Properties Dialog Box My Own Sensor For the My Own equipment item you can specify the Name for the item, failure rates, and any other information that is needed for that component, such as e.g. architecture type or Voting (if you selected a My Own PLC, see Figure 104).
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Figure 104 Logic Solver Group Properties Dialog Box My Own Logic Solver Simple The My Own Logic Solver option shown in Figure 104 allows you to enter just the Main Processor failure rates. If you click on the Advanced >> button you will be able to specify failure rates for all currently possible PLC modules and channels. Keep in mind the module failure rates represent the common part of the I/O module, the channel part represents the part of a module that is unique to each channel. The advanced My Own Logic Solver dialog is shown in Figure 105.
Figure 105 Logic Solver Group Properties Dialog Box My Own Logic Solver Advanced
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 84 of 167 The failure rates for the equipment item must be entered as number of failures per hour. The Fail Low and Fail High categories are only applicable for analog devices. These represent failures were the output goes either below scale or above scale. To determine the Safety Integrity Level including IEC 61508 architectural constraints, the Architectural Constraint Type (A or B) according to IEC 61508 must be entered. You are also able to indicate for sensors and final elements, if the field device can be considered proven-in-use by checking the Proven In Use checkbox. Once you check the Proven In Use checkbox the Proven In Use Justification is available, see section 5.3 for more background on this topic. For sensors and final elements also the number of Analog and/or Digital input / output channels required for a My Own component needs to be indicated. For sensors, you can specify if the data includes the Process Connection. If this box is checked the Process Connection selection made on the Sensor Component page will be ignored in the calculation. For equipment items selected from the exida Safety Equipment database, the Group Properties dialog boxes accessed by clicking the Advanced Options buttons will show the reliability data that is stored in the database. For My Own components the fields will be blank and you can enter the data manually. Once the data is entered and stored, you can always review and edit the data by returning to the specific Group Properties dialog box. While the My Own component allows you to specify an equipment item that is not part of the exida Safety Equipment database it requires that you know the failure rate and failure mode distribution of the specific equipment item. In addition it would be more convenient to be able to select the component directly from the equipment item selection box rather than having to specify its failure rates manually. Feel free to discuss adding equipment items to the exida Safety Equipment database with your suppliers. 5.7 Beta Estimator Quick Tool Apart from the equipment selected for redundant configurations, the beta factor is the most dominant parameter when it comes to the behavior of the redundant configuration. This common cause factor ranges from 0 to 100%. Making the (unrealistic) claim that beta is equal to 0% would indicate a true redundant behavior where no two failures can occur at the same time. The other extreme claim would be a beta factor of 100%. This would indicate that the redundant units of the configuration always fail at the same time, i.e. the configuration would behave as a single, non-redundant, configuration. If you are uncertain as to what beta-factor to select you can use the Beta Estimator Quick Tool, see Figure 106. This Quick Tool is launched by simply clicking on the Beta box on either the Sensor Group or Final Element Group screens. The Beta Estimator Quick Tool is also available on the Sensor Part and Final Element part screens in case you want to account for common cause between groups.
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Figure 106 SILver Beta Estimator Quick Tool The beta estimator quick tool evaluates the beta factor to be used for common cause modeling based on the method presented in IEC 61508-6 for sensors and final elements. The tool presents statements about measures that influence the occurrence of common cause failures and thus the value of the beta factor for sensors and final elements. To estimate the beta factor one must ascertain which statements apply to the system in question and check the relevant checkbox. An example of the statements and checkboxes is shown in Figure 107.
Figure 107 SILver Beta Estimator Quick Tool Separation Statements The scoring has been designed to allow for items that are not mutually exclusive. For example, a system with logic subsystem channels in separate racks is entitled to score for Are the logic subsystem channels in separate cabinets? and that for Are the logic subsystem channels on separate printed-circuit boards?. A number of items relate to the operation of the system, which may be difficult to predict at the design time. In these cases, the designers should make reasonable assumptions and subsequently ensure that the eventual user of the system is made aware of these assumptions. You can either manually enter the resulting beta factor on the Sensor Part / Group or Final Element Part / Group screens or have the beta estimator quick tool automatically copy the calculated beta factor.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 86 of 167 5.8 Proof Test Coverage Calculator When performing your reliability calculations you will notice that the proof test coverage factor in combination with the mission time can have a drastic effect on the achieved PFDavg. The higher the proof test coverage the lower the calculated PFDavg and the lower the proof test coverage the higher the calculated PFDavg for constant mission time intervals. When determining the proof test coverage you need to realize what this parameter refers to, it is an indication of the amount of failures that are undetected / not revealed during normal operation / by automatic diagnostics and that need to be determined during a proof test. The proof test coverage factor ranges from 0 to 100%. Making the (unrealistic) claim that the proof test coverage is equal to 100% would indicate that all failures unrevealed during normal operation are detected during the proof test. The other extreme claim would be a proof test coverage factor of 0%. This would indicate that the proof test does not detect any unrevealed failures or that the proof test is simply not performed. In order to assist their customers many manufacturers have published suggested proof tests with associated proof test coverage factors. If you licensed the Proof Test Generator plug-in, see section 9, you will be using many of these suggested proof tests. SILver has been equipped with a proof test coverage calculator. SILver will determine the proof test coverage for your sensor, logic solver, and/or final element group based on the equipment that you selected and the corresponding coverage factors associated with the proof tests linked to each equipment item. To use the proof test coverage calculator simply click the Proof Test Coverage [%] link on the selected groups overview, this link is highlighted in Figure 108.
Figure 108 SILver Proof Test Coverage Calculator
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 87 of 167 After clicking the Proof Test Coverage [%] link the Suggested PTC dialog box will appear as shown in Figure 109. In this particular example a Proof Test Coverage factor of 94% is suggested. By clicking Yes you will copy this suggested value in the Proof Tests Coverage text box on the selected groups overview. If you click No no action will be taken and the dialog box will simply close.
Figure 109 Suggested PTC Dialog Box 5.9 Resetting of Calculation Results / Recalculate SIFs The Safety Instrumented Function performance metrics such as achieved Safety Integrity Level and Risk Reduction factor are automatically calculated after the performance metrics for the three parts (sensor, logic solver, and final element) have been calculated. The performance metrics for each part, i.e. average probability of failure on demand, and Mean Time to Fail Spurious, are automatically calculated when enough information has been entered for that specific part. However if you change input information after the calculation has been performed, the results are set to zero. This is done to prevent the use of stale data in the calculation. An example of this situation could be that you have changed the calculation period. Changing tabs or selecting one of the other branches in the SILver Safety Instrumented Function tree will store your entries and selections and will automatically trigger the SILver calculation engine. The results will now be recalculated using the new input data. Though the switching between tabs or the clicking on other branches in the SILver Safety Instrumented Function tree will trigger that your input data is stored and the SILver calculation engine is run, you can also force exSILentia to recalculate all Safety Instrumented Functions within the current project by selecting the SILver Recalculate SIFs menu option. The Recalculate SIFs option will also ensure that results for SIFs that consist of reused groups are reevaluated. Note that exSILentia will automatically execute this function whenever you generate a report to avoid stale data in the report. 5.10 Update Parameters There is a significant amount of parameters that needs to be specified for each Safety Instrumented Function when doing a SIL verification assessment using SILver. Some of these parameters will be identical for the various SIFs. A change to such a parameter would require the user to update each separate SIF. In order to make this process more efficient exSILentia provides the Parameter Update utility. The various parameters can be updated for all Safety Instrumented Functions available in the project or for a select set of those SIFs. The following parameters can be updated: Architectural Constraints Consider IEC 61508 SIL Capability Mission Time (years) Startup Time (hours) Sensor Groups: Mean Time to Repair (MTTR)
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 88 of 167 Logic Solver Groups: Mean Time to Repair (MTTR) Final Element Groups: Mean Time to Repair (MTTR) Sensor Groups: Proof Test Interval (PTI) Logic Solver Groups: Proof Test Interval (PTI) Final Element Groups: Proof Test Interval (PTI) To update one (or more) of these parameters select the SILver Update Parameters menu option. This will launch the SIF Parameter Update dialog box, see also Figure 110.
Figure 110 Parameter Update Dialog Box If you want to verify what the current parameter values are for the Safety Instrumented Functions in this project you can click on the View Existing Data button. This will launch the View Project Data dialog box as shown in Figure 111.
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Figure 111 View Project Data Dialog Box To update a specific parameter value simply select the parameter you want to update from the Parameter dropdown box, for example Mission Time. Next specify the value you want to set this parameter to, lets use 20 years in this example, and click Add. The parameter update is now scheduled. The Parameter Update Dialog Box will now look as shown in Figure 112.
Figure 112 Parameter Update Dialog Box with Scheduled Update Once you have specified all parameter updates that you want to run, you can select the Safety Instrumented Functions that the update should apply to by ensuring the appropriate checkbox is checked. Clicking OK will execute all parameter updates and consequently recalculate all the SIL verification results of all affected SIFs. In the event that you decide not to run the parameter update simply hit Cancel. If you want to adjust or complete delete a scheduled update simply select the specific update and click Remove.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 90 of 167 5.11 Unit Mean Time To Fail Spurious (MTTFS) As described in section 5.2, exSILentia SILver will calculate the MTTFS of each Safety Instrumented Function. Though this is an important parameter, especially in cases where spurious trips result in hazardous situations, many users are also interested in how often the complete unit will trip. exSILentia SILver calculates therefore the Unit MTTFS. The Unit MTTFS is determined for all Units identified on the SIF Information tab. exSILentia determines what SIFs are part of a specific unit by performing a string comparison of the unit names that you specify. You should therefore make sure that you use consistent spelling when defining the unit name or use the dropdown box to select a name that was specified earlier. Selecting the SILver Unit MTTFS option will launch the Unit MTTFS dialog box. This dialog box shows the spurious trips that are associated with the various units specified. An example Unit MTTFS dialog box is shown in Figure 113.
Figure 113 Unit MTTFS Dialog Box
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 91 of 167 5.12 Sensor Configuration Options For equipment items in Sensor Groups additional Configuration Options need to be specified, see Figure 114 as reference.
Figure 114 Configuration Options Sensor Group SILver Tab 5.12.1 Low Trip or High Trip (in the Application Software) For input devices you need to specify if that device is configured with a low or a high trip. This is especially important for 4-20 mA operating devices. For such devices a failure resulting in an output below 4 mA is considered a Low Failure and a failure resulting in an output above 20 mA is considered a High Failure. Depending on the low or high trip setting and the Alarm Setting and PLC Detection Configuration, see subsequent sections, a Low Failure will either be classified safe or dangerous, detected or undetected. 5.12.2 Alarm Setting (in the Transmitter) The Alarm Setting option is applicable for analog input devices only. It allows you to indicate if upon detection of an internal failure, a Failed Detected fault, the analog output is driven over range or under range by the transmitter. This is typically specified trough a jumper / switch on the transmitter itself. The Alarm Setting option prescribes how Fail Detected faults are classified. They will be classified as either Fail High or Fail Low failures which will lead to the subsequent classification into safe or dangerous, detected or undetected.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 92 of 167 5.12.3 PLC Detection Configuration The PLC Detection Configuration options, previously called Diagnostic Filtering option, are also only applicable for analog devices. These options allows you to indicate the type of input signal diagnostics that are implemented in the logic solver connected to the equipment items selected in the current Sensor group. exSILentia SILver offers the selection of the following PLC Detection Configuration options: Over / Under Range ON / OFF Alarm Filter ON / OFF Alarms Voted as Trip Yes / NO If the logic solver connected to the equipment items selected can detect over range or under range signals (>20mA and <4mA) and you programmed the logic solver to use this functionality, there is input signal range checking. This would mean that you need to select the Over / Under Range ON option. At this point the Alarm Filter option will be enabled. If the logic solver connected to the equipment items selected does not detect over range or under range signals (>20mA and <4mA) or you do not program the logic solver to use the functionality, there is no input signal range checking. This would mean that you need to select the Over / Under Range OFF option. This will disable the Alarm Filter option. If the logic solver performs a type of sampling, e.g. the value communicated from the input card to the CPU is averaged or a median value is used, the option Alarm Filter is considered ON. The effect here is that if there is an internal fault in, for example, a transmitter which drives the output over range (Fail High) and you would have a high trip this will not immediately lead to a trip on application level as sudden input signal transitions are filtered. A next sampling of the input signal is very likely to show an over range signal rather than a signal in active scale above the trip point as internal failure transitions are typically very fast. Consequently if this type of sampling is done you need to select the Alarm Filter ON option. If this sampling is not done you need to select the Alarm Filter OFF option. The final option in the PLC Detection Configuration refers to how the PLC interprets diagnostic alarms for a transmitter. In some cases end-users do not want to cause any transmitter malfunction to result in a shutdown of a unit but simply have an alarm and perform maintenance on the specific unit that failed. Other end-users do not want to operate in such a degraded mode were, arguably, the SIF protection is lost. Based on your operating philosophy you can indicate if transmitter alarms should result in a vote for trip through the Alarms Voted as Trip option.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 93 of 167 5.12.4 Failure Rate Classification Based on the Sensor Configuration Option selections made, and described in sections 5.12.1, 5.12.2, and 5.12.3, the failure rates for analog devices will be classified into safe or dangerous, detected or undetected. Table 2 provides a complete overview as to how Fail Low, Fail High, and Fail Detected failures are classified based on the options selected. Table 2 Fail Low, Fail High, and Fail Detected classification PLC DETECTION CONFIGURATION APPLICATION FAIL LOW FAIL HIGH FAIL DETECTED OVER / UNDER RANGE ALARM FILTERING TRIP POINT ALARM POINT ON ON HIGH OVER RANGE DD DD DD ON ON HIGH UNDER RANGE DD DD DD ON OFF HIGH OVER RANGE DD SD SD ON OFF HIGH UNDER RANGE DD SD DD OFF ALWAYS OFF HIGH OVER RANGE DU SU SU OFF ALWAYS OFF HIGH UNDER RANGE DU SU DU ON ON LOW OVER RANGE DD DD DD ON ON LOW UNDER RANGE DD DD DD ON OFF LOW OVER RANGE SD DD DD ON OFF LOW UNDER RANGE SD DD SD OFF ALWAYS OFF LOW OVER RANGE SU DU DU OFF ALWAYS OFF LOW UNDER RANGE SU DU SU 5.12.5 External Comparison You also need to indicate if external comparison is performed on the equipment items signal. By checking the External Comparison checkbox you can indicates that the device signal is compared with a similar second signal. This external comparison is highly effective for analog signals since one can monitor differences in the dynamic signals and see if something is wrong with one of the analog devices, it is very ineffective for digital signals since digital devices have a static output. IEC 61508 allows claims of up to 99% diagnostic coverage on external signal comparison. In the SILver calculation engine, a more conservative external signal comparison diagnostic coverage of 95% is used for analog signals and an external signal comparison diagnostic coverage of 0% is used for digital signals. In order to claim external comparison the actual comparison needs to be done in the Safety Logic Solver as the outcome of the comparison would be rated as safety-related. Note that a BPCS signal can be used in the comparison, however the signal needs to be provided to the SIS before it is handled (i.e., interpreted and / or modified) by the BPCS. 5.12.6 Process Connection A Process Connection selection is available for all sensor types. For Temperature and Pressure Sensors, the Process Connection must be specified. For Pressure Sensors the options are a.o. Clean Service, Remote Seal, or Impulse Line; the impulse line selection is further divided into High, Medium and Low likelihood of plugging. For Temperature Sensors, the options consist of a.o. 2-/3-wire RTD, 4-wire RTD, or Thermocouple. The failure behavior of the selected Process Connection is reflected in the calculation.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 94 of 167 5.13 Final Element Options Remote Actuated Valve For equipment items in Final Element Groups where Remote Actuated Valves are considered additional Final Element Options need to be specified, see Figure 115 as reference.
Figure 115 Configuration Options Final Element Group SILver Tab 5.13.1 Actuator and Valve or Actuator-Valve Combination Once you have selected a Remote Actuated Valve as the Final Element you can specify if you want to consider a separate Actuator and Valve or if you want to consider an Actuator-Valve Combination. Simply select the appropriate radio button. The distinction is made as different manufacturers provide either a single component or a combined package. 5.13.2 Open on Trip or Close on Trip You will need to indicate if the valve or actuator-valve combination that is part of the Remote Actuated Valve opens or closes to achieve the safe state of the Safety Instrumented Function. When different reliability data is available for open-to-trip versus close-to-trip of the valve or actuator-valve combination this will be accounted for in the SILver calculations. When a My Own selection is made for a valve or an actuator-valve combination the user is responsible for entering data that is representative for the open or close to trip situation. Not all valves and/or actuator-valve combinations listed in the exida Safety Equipment database may have data specified for Open on Trip and Close on Trip. Either the valve or actuator-valve combination cannot be used in one of these selections or additional study of the performance of the valve / actuator-valve combination still needs to be performed. If you select Open on Trip in combination with a valve or actuator-valve combination for which Open on Trip data is not currently available, an error message will be displayed. If this happens, please select a different valve or actuator-valve combination, or enter a My Own component.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 95 of 167 5.13.3 Tight Shutoff Leakage requirements for valves are specified in IEC 60534-4. Different classes of leakage exist with six classes shown in Table 2 of that standard. Class VI is the most stringent with leakage given in terms of the number of bubbles per minute allowed during a leakage test. Class IV is a less stringent class with leakage given as 0.01% of rated flow capacity. In many safety instrumented functions, the hazard will be prevented even if the valve leaks a small amount (Class IV for example). If this level of leakage would not be acceptable, then the valve needs tight shut-off characteristics. Valves that require tight shut-off will have higher failure rates because certain stress events that damage the seat or the ball, for example, will be classified as failure. Such events would not be classified as failure if a small amount of leakage is allowed. For typical industrial valves tight shutoff has no visible leakage and full stroke achieves a leakage less than IEC 60534-4 Class IV. In the event of valves with lesser design sealing criteria, only full stroke is valid. The Tight Shutoff Required option allows you to select if Tight Shutoff is required for the valve or actuator-valve combination to achieve the safe state of the Safety Instrumented Function. Based on the selection appropriate failure rates from the exida Safety Equipment database will be selected. Not all valves and actuator-valve combinations listed in the exida Safety Equipment database may have data specified for Tight Shutoff. Either the valve or actuator-valve combination cannot be used to achieve Tight Shutoff or additional study of the performance of the valve / actuator-valve combination still needs to be performed. If a valve or actuator-valve combination was selected for which Tight Shutoff data is not currently available, an error message will be displayed. If this happens, please select a different valve or actuator-valve combination, or enter a My Own component. 5.13.4 Severe Service The Severe Service option allows you to indicate if a valve or actuator-valve combination will likely be used in severe service conditions. Severe Service is defined as the condition that exists when material through the valve has abrasive particles, as opposed to Clean Service where these particles are absent. When the Severe Service checkbox is checked and a valve or actuator-valve combination was selected from the exida Safety Equipment database, failure rates will be selected that are appropriate for this kind of service. If a My Own component is selected, the failure rates that will be entered should reflect the Severe Service conditions. Not all valves and actuator-valve combinations listed in the exida Safety Equipment database may have data specified for Severe Service. Either the valve or actuator-valve combination cannot be used in Severe Service, or additional study of the performance of the valve / actuator-valve combination in severe service conditions still needs to be performed. If a valve or actuator-valve combination was selected for which Severe Service data is not currently available, an error message will be displayed. If this happens, please select a different valve or actuator-valve combination, or enter a My Own component. 5.13.5 Partial Stroke Testing SILver allows you to specify if Partial Valve Stroke Testing is performed on the Final Element. The Partial Stroke Testing checkbox and the Use Equipment Data checkbox or Partial Stroke Test Coverage field [%], allow the user to take credit for performing partial stroke tests on otherwise static valves. Through these kinds of tests, Final Element failures that would otherwise go unnoticed, like stuck stem, will be detected. This can be a relatively effective test if the valve is only required to deliver a Full Stroke. In the situation where Tight Shutoff is required, Partial Stroke Testing will not detect seal leakage failures of course.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 96 of 167 You can specify the percentage of Partial Stroke Test Coverage expected from the Partial Stroke Test or opt to use specific data from the exida Safety Equipment database. Published Partial Stroke Test Coverage numbers for valves that do not have to achieve a tight shutoff are in the 40-80% range. exida urges you to be conservative when it comes to the Partial Stroke Test Coverage claimed. The SILver tool assumes that the Partial Stroke Test is performed at least an order of magnitude more frequent than the proof test, i.e. if a proof test is performed once a year, the partial stroke test should be performed once a month. Because of this assumption the diagnostic test interval does not need to be considered in the calculation directly and the test can be assumed an automatic diagnostic. Because of the automatic diagnostic assumption the Partial Stroke Test will also have an impact on the Safe Failure Fraction. If the Partial Stroke Test is not performed at least an order of magnitude more frequent than the proof test, the Partial Stroke Test should be considered a proof test and the Partial Stroke Test interval and test coverage should be entered in the Proof Test Interval and Proof Test Coverage fields. 5.14 Detailed example for the Sensor part This section discusses the sensor configuration of a typical process measurement as a detailed example for the sensor part of a Safety Instrumented Function. The example configuration consists of two groups, a pressure measurement group and a temperature measurement group. The voting between these groups is 1oo2 for safety reasons. The pressure measurement group consists of redundant pressure switches with 2oo2 voting. The temperature measurement group consists of three redundant temperature transmitters on which a 2oo3 voting is applied. As you can see, within these groups, voting is chosen to achieve increased availability. A graphical representation of this sensor part is depicted in Figure 116.
Figure 116 Sensor Part Example To analyze this configuration using SILver two sensor groups need to be defined. One group contains the pressure measurement; the second group contains the temperature measurement. Select Sensor Part from the SILver SIF navigation tree and select 2 for the Number of Groups. The SILver SIF navigation tree will now show two groups as branches of the Sensor Part. Since only one of the two groups must indicate a trip for the safety function to trip, the voting between the two groups is set to 1oo2. Use the radio button to select 1oo2 as the voting between Sensor Groups just underneath the Number of Groups dropdown box. Since the two groups are independent common cause is not considered between groups. Either leave the beta field empty or enter 0 for the common cause factor. The filled in SILver tab with the Sensor Part branch is shown in Figure 117.
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Figure 117 Sensor Part Details for Example SILver Tab The next step is to enter the information for each group. Click on the specific group in the SILver navigation tree to enter group details. The first group contains the pressure switches. The Voting for this group is 2oo2. Since both pressure switches are identical, select Identical for the Voting Type. We select Reuse this group such that we can simple link to this group in a subsequent SIF where the identical hardware is addressed. Next you can select the Sensor Type, i.e. Pressure and subsequently the specific pressure switch. You will also need to specify the Process Connection, assume Clean Service, and set the Configuration Options to High Trip. The Alarm Setting and Diagnostic Filtering options are both disabled as the pressure switches are digital devices. Finally select the appropriate Interface Module, only one is needed for the example so leave the second Interface Module at <None>. The second group contains the temperature transmitters. Two out of three temperature transmitters must indicate a trip for the group to trip; the Voting within this group is 2oo3. All temperature transmitters are identical and thus you need to select Identical for Voting Type. We select Reuse this group such that we can simple link to this group in a subsequent SIF where the identical hardware is addressed. Next you can select the Sensor Type, i.e. Temperature and subsequently the specific temperature transmitter. You will also need to specify the Process Connection, in this case a 4-wire RTD, and set the Configuration Options to High Trip, Under Range for Alarm Setting, ON for the Over / Under Range detection, ON for the Alarm Filter option, and No for the Alarms voted as Trip option. In addition select the appropriate Interface Module (intrinsic safety barrier); again only one is needed for the example so leave the second Interface Module at <None>. Furthermore for both sensor groups the group reliability data must be entered, i.e. Beta factor, Mean Time To Repair (MTTR), Proof Test Interval, and Proof Test Coverage. Figure 118 shows a combined overview of the two completely filled in sensor groups.
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Figure 118 Two Sensor Group Details for Example SILver Tab Note that despite the redundant voting you only need to specify a single leg of the redundant group. This is caused by the Voting Type selection of Identical. If you would use three different temperature transmitters in one group, for example, you should have selected Diverse as the Voting Type. This would have allowed you to enter three different Temperature Transmitters as part of the single group. 5.15 Detailed example for the Final Element part As a detailed example for the final element part, this section discusses the final element part of a burner management system (BMS). This example shows how to enter the Final Element Information for a typical burner configuration. This configuration has a main fuel valve, and in addition each individual burner has its own fuel shutoff valve. For a shutdown action to be effective either the main fuel valve or all of the individual burner valves must close. In this example there are six individual burners. All burner valves and solenoids are identical. Figure 119 shows a graphical representation of this configuration.
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Figure 119 Final Element Part Example To analyze this configuration using SILver two final element groups need to be defined. One group contains the main fuel valve, its actuator, and the solenoid that operates it; the second group contains the burner valves (and actuators) and their solenoids. Select Final Element Part from the SILver SIF navigation tree and select 2 for the Number of Groups. The SILver SIF navigation tree will now show two groups as branches of the Final Element Part. Since either the main fuel valve or all the burner valves must close for a shutdown, the voting between the two groups is 1oo2. Use the radio button to select 1oo2 as the voting between Final Element Groups just underneath the Number of Groups dropdown box. We will assume that the main fuel valve and the burner valves are independent enough such that common cause is not to be considered between groups. Either leave the beta field empty or enter 0 for the common cause factor. The next step is to enter the information for each group. Click on the specific Final Element Group in the SILver navigation tree to enter group details. The first group contains the main fuel valve. The Voting for this group is 1oo1 and the Voting Type is automatically Identical (Diverse is not an option for single configurations). We select Reuse this group such that we can simple link to this group in a subsequent SIF where the identical hardware is addressed. Next you can select Remote Actuated Valve as the Final Element. The Interface Module can be left at the default <None>. Select a solenoid as the Final Element Interface, make sure the Separate radio button in the Actuator and Valve area is checked, and select an Actuator and a Valve. In addition you can specify that the valve needs to Close on Trip. The second group contains the burner valves. Since all six burner valves must close for a shutdown to be effective, the Voting within this group is 6oo6. All solenoids and burner valves are identical and thus you need to select Identical for Voting Type. Assuming that we will not consider the hardware of this SIF in any of the other SIFs in this project we leave the Reuse this group checkbox unchecked. Next you can select Remote Actuated Valve as the Final Element. Again the Interface Module can be left at the default <None>. Select a solenoid as the Final Element Interface, check the Separate radio button in the Actuator and Valve area, and select an Actuator and a Valve. In addition you can specify that the valve needs to Close on Trip.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 100 of 167 Furthermore for both final element groups the group reliability data must be entered, i.e. Beta factor, Mean Time To Repair (MTTR), Proof Test Interval, and Proof Test Coverage. Figure 118 shows a combined overview of the two completely filled in final element groups.
Figure 120 Two Final Element Group Details for Example SILver Tab If we return to the Final Element Part branch of the SILver SIF navigation tree we can determine the contribution to the overall Final Element Part of both the average Probability of Failure on Demand and the Mean Time To Fail Spurious of the two Final Element Groups. This is shown in Figure 121.
Figure 121 Final Element Part Details for Example SILver Tab
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 101 of 167 5.16 SILver Graphs Numerous graphs are available throughout the SILver Safety Lifecycle tool. There are pie charts to show the part contribution to PFDavg and MTTFS, see Figure 91. Furthermore bar charts are used on the sensor part and final element part screens to indicate the group contribution, for example see Figure 121. In addition the SILver Summary Report shows a graphical representation of the Safety Instrumented Function that was modeled in the SILver tool. An example SIF overview picture is shown in Figure 122.
Figure 122 SIF Overview In addition to the graphs mentioned above, SILver also creates detailed PFD graphs, for an example PFD graph see Figure 123. The PFD graphs show the PFD as a function of mission time in combination with the PFDavg over the entire mission time. They clearly indicate the effects of the proof test interval / proof test coverage combination. For Safety Instrumented Functions where the various parts of the SIF use different proof test intervals the PFD graphs provide an indication of each parts proof test.
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Figure 123 Example PFD graph In order to view these PFD graphs you can select the SILver PFD Charts menu option. Three sub menu options are available, i.e. Parts, Sensor Groups, and Final Element Groups. When selecting the SIF PFD Charts Parts option the graph overview box will appear, see Figure 124. The Parts option shows PFD graphs for the Safety Instrumented Function and each of the three SIF parts, Sensor Part, Logic Solver Part, and Final Element Part. The Sensor Groups option and Final Element Groups option show PFD graphs for each of the sensor groups and each of the final element groups respectively. Note that the PFD Charts menu option is only available once you have opened a Safety Instrumented Function in the exSILentia Main Frame.
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Figure 124 Part Charts Overview
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 104 of 167 6 exSILentia Plug-ins exSILentia plug-ins are optional and can be licensed in combination with the exSILentia software license. The following plug-ins are currently offered: 1. PHA Import Import PHA data from software packages such as PHA-Pro and PHAWorks directly into exSILentia 2. Customer Proprietary Equipment Database (available for exSILentia Server only) Use a proprietary equipment reliability database in addition to the exida Safety Equipment Reliability Handbook (SERH) database. 3. System SRS with C&E Matrix Create a detailed Safety Requirements Specification which includes Cause and Effect matrixes for each Safety Instrumented Function 4. Proof Test Generator Based on the equipment item selections automatically generate a proof test procedure report, identifying the tasks that need to be done and their frequency. In addition make use of the proof test coverage estimator. 5. Lifecycle Cost Estimator Based on the results out of the SILver tool, i.e. spurious trip rates, proof test frequencies, and engineering time & rates specified calculate the lifecycle cost for each SIF or a complete project. Cost is rated to current net present value.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 105 of 167 7 PHA Import Plug-in The PHA Import Plug-in will drastically improve the accuracy of your data transfer of your PHA documents to your Safety Lifecycle engineering tool while minimizing the required time to do so. The exSILentia team at exida is confident that this optional exSILentia tool will be of high value to you in performing your Safety Lifecycle activities. 7.1 exSILentia PHA Import Plug-in Background This exSILentia User Guide - PHA Import Plug-in section provides information on how to use the exSILentia PHA Import Plug-in. The exSILentia PHA Import Plug-in is an optional module for users of the exida exSILentia Safety Lifecycle engineering tool. This chapter of the exSILentia User Guide will provide guidance on how to import PHA (HAZOP) worksheet information into exSILentia for evaluation of the required risk reduction or SIL selection using SILect, for specification of safety requirements via SIF SRS, and/or the evaluation of conceptual designs or SIL verification using SILver. The objective of the exSILentia PHA Import Plug-in is to provide users with a tool that will enable them to seamlessly extract relevant hazard and risk reduction information from their PHA study files. The remainder of this chapter will provide some useful references, support information for the initial setup of your PHA software, and a general introduction to HAZOP principles. The latter will define terms and concepts that are used in the exSILentia PHA Import Plug-in and this user guide. 7.1.1 References Additional guidance on PHA principles and the relationship between PHA and SIL Selection is given in the publications listed underneath. Safety Integrity Level Selection - Systematic Methods Including Layer of Protection Analysis, ISBN 1- 55617-777-1, by Ed Marszal and Eric Scharpf, 2002, ISA; Particularly section 4.2 (pp 52) Layer of Protection Analysis: Simplified Process Risk Assessment, 2001, AIChE - Center for Chemical Process Safety (CCPS); New York, NY, USA; Particularly sections 7.2 (pp 119) and 11.3 (pp 184) for multiple scenarios. Guidance on the application of Hazard and Operability studies is given in the following International Standard; IEC 61882, Hazard and operability studies (HAZOP studies) - Application guide, 2001, International Electrotechnical Commission, Geneva, Switzerland 7.1.2 Support for PHAs and PHA Application Setup As described in this user guides introduction, for technical support and feedback on the exSILentia tool and its optional plug-ins like this PHA Import Plug-in please contact the exSILentia team via [email protected]. exida offers supporting services for Process Hazard Analysis and assistance to help you setup your PHA application for easy integration with the exSILentia PHA Import Plug-in. exida PHA specialists have many decades of experience in HAZOP and other Functional and Process Safety reviews. As well as leading and recording these studies, we also offer a customization service for PHA-Pro and PHAWorksto enable you to get the most efficient and effective use from your PHA applications. These services include, but are not limited to: Development of company or site record and reporting templates
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 106 of 167 Assistance to establish tolerable risk criteria Preparation of corporate engineering and management procedures for PHA studies Objective, independent evaluation of the risk reduction required (SIL selection) and the reduction that can be achieved (SIL verification) If you require any assistance from the exida PHA specialist please contact exida at [email protected] or directly contact our main offices or any of our service centers. For most up to date contact information please go to www.exida.com. 7.1.3 HAZOP Principles The most common form of Process Hazard Analysis (PHA) is the Hazard and Operability (HAZOP) study. Alternative PHA methods such as WHAT-IF and FMEA are used and these are addressed later in this document. The key elements of the PHA worksheet relevant to the Safety Instrumented Function (SIF) evaluation process are; Node - What is being protected Deviation - What is it protected against Cause - What can go wrong Consequences - How bad can it be Associated with these are the following protective measures; Safeguards - What is available to protect against the deviations or hazards Recommendations - What additional protection is required to protect against the deviations or hazards The definition of a Safety Function (per IEC 61511-1, clause 3.2.6.8) is Function to be implemented by an SIS, other technology safety related system or external risk, reduction facilities, which is intended to achieve or maintain a safe state for the process, with respect to a specific hazardous event The definition of a Safety Instrumented Function (per IEC 61511-1, clause 3.2.71) is Safety function with a specified safety integrity level which is necessary to achieve functional safety and which can be either a safety instrumented protection function or a safety instrumented control function Therefore a SIF must relate to a specific hazardous event which is obtained from the PHA worksheet as a Cause+Consequence pairing and the challenge therefore is to extract relevant hazardous events that either have a SIF as protection or may require additional protection from a new SIF. The conventional representation of a HAZOP worksheet as provided in IEC 61511-3 is shown in Figure 125.
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Figure 125 IEC-61511-3 HAZOP Worksheet Example An alternative representation is provided by the long-established (but rarely quoted) IEC-61882-1, and shown in Figure 126.
Figure 126 IEC-61882-1 HAZOP Worksheet Example This is the more familiar representation that is offered by PHA-Pro and PHAWorks, however these formats do not specifically identify where Safety Instrumented Functions are claimed as Safeguards or are proposed as Recommendations. Since PHA (HAZOP) analyses have been performed using this latter format since the mid 1970s and have been recorded using PHA applications since the late 80s or early 90s, there are therefore a significant amount of existing worksheets that do not clearly indicate the presence or need for Safety Instrumented Functions. After all IEC 61508 wasnt completely published until 2000 and IEC 61511 wasnt published until 2003. The proposed methods of interfacing to PHA applications are given in the subsequent sections of this user guide.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 108 of 167 7.2 Working with PHA-Pro The Dyadem PHA-Pro7 application is one of the worlds leading applications for PHA studies. This section will provide an overview of the various PHA-Pro worksheets and how they need to be setup to ensure an efficient importing of the PHA information into the exSILentia Safety Lifecycle engineering tool. 7.2.1 Default Worksheets If you select a default PHA-Pro PHA study (using File | New with a HAZOP Template), then it will have the following attributes; Headers The following relevant information will appear in the default PHA-Pro worksheet header; Node Deviation Drawings Equipment ID Other (less relevant) information is also provided but is excluded from this section for simplicity. Columns The following relevant columns will appear in the default PHA-Pro worksheet; Causes Consequences Safeguards Recommendations The following useful (but less relevant) columns will appear in the default PHA-Pro worksheet; Risk Matrix o Severity (S) o Likelihood (L) o Risk Ranking (RR) Responsibility Status Hierarchy The default hierarchy for PHA-Pro worksheets is shown in Figure 127.
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Figure 127 PHA-Pro Default Hierarchy This relationship is simplified as Node Deviation Cause Consequence Safeguard Recommendation Consequently Safeguards and Recommendations are not directly related to a unique Cause+Consequence pair, they are only children of the Cause. This presents a challenge when exporting to a CSV file as not all the Consequence fields are populated as show in the following example. The original PHA-Pro worksheet may look like as shown underneath.
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Figure 128 PHA-Pro Default Worksheet Example This will produce a CSV export file that looks like shown in Figure 129.
Figure 129 PHA-Pro Default Worksheet CSV Export File Example In the Default Worksheet example, the Safeguards are linked to the Cause so every Safeguard in excess of the number of Consequences will create a blank field in the Consequence column. If a SIF should be created from, for example, Safeguard 1.3 or Recommendation 1.4 then these can not be immediately referenced to a Cause+Consequence pair (hazardous event) since there are no Consequences identified to partner with Cause 1. In simple terms, the PHA-Pro export will result in blank cells in the; Consequence column if there are more Safeguards than Consequences. Safeguards column if there are more Consequences than Safeguards. These blank cells are as a result of a non-ideal worksheet hierarchy.
WARNING - Altering the hierarchy within the Settings tab of the PHA-Pro file can rectify this, but this has a serious impact on any established relationships!
This is better explained with reference to the default worksheet format given in Figure 128. This example has 2 Causes, each of which have 2 Consequences which themselves do not have their own Safeguards since these are related to the Causes and similarly the Recommendations are related to the Causes and not to the Consequences. If the hierarchy is changed such that the Safeguards are children of the Consequences, then the worksheet will look like shown in Figure 130.
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Figure 130 PHA-Pro Modified Safeguard Hierarchy Worksheet Example The resulting CSV export file will look as shown underneath.
Figure 131 PHA-Pro Modified Safeguard Hierarchy CSV Export File Example In this modified safeguard hierarchy the number of Safeguards is doubled. These can however be deleted, but require some work (particularly for larger studies) as well as a close attention to detail to ensure that required data is not lost. If the hierarchy is further changed so that the Recommendations are also children of the Consequences, then the worksheet will resemble the one shown in Figure 132.
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Figure 132 PHA-Pro Modified Safeguard & Recommendation Hierarchy Worksheet Example The resulting CSV export file will look as shown in Figure 133.
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Figure 133 PHA-Pro Modified Safeguard & Recommendation Hierarchy CSV File Example In this case the number of Recommendations is as per the original file, however the user is unable to add any new Recommendations to, for example, Safeguards 1.2, 1.3 or, 1.4 or even to Consequences 1.2. You are able to add additional Recommendations to Consequence 1.1 or 2.1 since they already have Recommendations. This is a feature of PHA-Pro7 and therefore has the potential to change, invalidating existing PHA worksheets. Some exida customers have modified the hierarchy (and occasionally the column headings). These customers must consider this before the import is performed so they are fully briefed on the expected output from the import activity. Note that section 7.5.2.1 of this manual addresses PHA-Pro aspects of the exSILentia PHA Import Plug-in including incomplete PHA-Pro imports. Also remember that the Cause-Consequence-Safeguards relationships in the worksheet are visual and not real, i.e. just because the cells line-up in the spreadsheet does not mean that the contents are related. The only way to confirm the relationship between columns in the worksheet is via the Hierarchy. 7.2.2 Recommended Worksheets In order to maximize the benefits of seamlessly transferring Hazard and Existing or Proposed SIF data between PHA-Pro and exSILentia, the following worksheet relationship is recommended.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 114 of 167 Node Deviation Cause Consequence Safeguard Recommendation With this relationship, the Safeguards and Recommendations are related to a unique Cause+Consequence pair which defines the Hazardous event that the existing (Safeguard) or proposed (Recommendation) Safety Instrumented Function aims to address. Figure 134 provides an overview of this recommended worksheet hierarchy.
Figure 134 PHA-Pro Recommended Hierarchy Example In this case there are 2 Causes which each has 2 Consequences which each have 2 Safeguards and 2 Recommendations. The number of Causes, Consequences, Safeguards and Recommendations will obviously vary according to the PHA study findings and the above example does not suggest that there may only be 2 of each worksheet element. The CSV export file for this example will therefore look as shown in Figure 135.
Figure 135 PHA-Pro Recommended Hierarchy CSV Export File Example The restriction on such a format is that Recommendations cannot be specifically related to Safeguards if, for example, there should be an action to confirm the existence and reliability of an existing protection measure. It is expected that this is not a major limitation since the Recommendation can be related to the Consequence and can quote or reference the Safeguard to be considered. The recommended hierarchy (i.e. optimized for import to exSILentia) is therefore as shown in Figure 136.
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Figure 136 PHA-Pro Recommended Hierarchy Extract The extract as shown above is accessed by selecting the Settings tab of PHA-Pro7 and then selecting the Hierarchy window.
For further assistance with customizing PHA-Pro, please contact the exida PHA specialists via the information provided in section 7.1.2. 7.2.3 Advanced Worksheets The exSILentia PHA Import Plug-in works on both inferred and identified Safety Instrumented Functions. Obviously it is more efficient and effective if Safety Instrumented Functions are specifically and uniquely identified rather than inferred. This can be achieved by modifying the PHA-Pro worksheet to include additional information. This additional information should reference the following objects: Existing SIF Proposed SIF SIF Name Target SIL Comments It is recommended that the PHA-Pro columns shown in Table 3 be utilized to record this information. Table 3 PHA-Pro Advanced SIF Data Mapping exSILentia PHA Import Field PHA-Pro Reference Existing SIF Safeguard Safeguard Category Proposed SIF Recommendations Recommendation Category SIF Name Safeguard SIF Name (new text field) Target SIL Consequences Target SIL (new text field) Comments Recommendations - Comment An example of a worksheet with these additional columns is provided in Figure 137.
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Figure 137 PHA-Pro Advanced Worksheet Example Note that the existing and new columns will not be shown by default in the worksheet and must be enabled by either right clicking on the appropriate visible column (e.g. Recommendations) and then selecting Show Column and subsequently selecting the appropriate new column to be shown. Alternatively, the user can right click anywhere within the worksheet, select Sheet Properties and then Columns and subsequently check the box for the existing or new column(s) to be shown. In case Safeguard and Recommendation Categories are used, they should be setup within the Codes & Categories section of the Settings tab such that the user has the correct list of options (which should include Safety Instrumented Function or equivalent terminology) to choose from and assign to the Existing and Proposed SIF. If new columns are required, for example SIF Name and Target SIL, they can be added by right clicking within the Hierarchy item that will be related to the new column (e.g. Consequences will hold the Target SIL) and then add a new item as shown in Figure 138.
Figure 138 PHA-Pro New Hierarchy Item Form
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 117 of 167 In this example the new item will be a Text Field (note that selecting a Number Field for Target SIL will preclude the entry of alpha characters such as (a), (b) as per IEC 61511-3 D1 or N/A etc. You can move columns within the worksheet view; however it is recommended that the hierarchy be carefully constructed to ensure relationships are maintained through export.
For further assistance with customizing PHA-Pro, please contact the exida PHA specialists via the information provided in section 7.1.2. 7.2.4 Worksheet Export To create an export file in PHA-Pro, select File, Print (or Print Active Sheet if viewing the Worksheet) and then select the Develop HAZOP Worksheet option (or whatever your worksheet is called). This is also shown in Figure 139:
Figure 139 PHA-Pro Worksheet Printing The correct export format for PHA-Pro is the Text Output (comma or tab-delimited file) option with further choices as shown on the following form:
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Figure 140 PHA-Pro Export Output Options In order to have a fully related import file, the Database Data Layout option is chosen with the Print column headings as first row option selected as shown above. Note that you are also able to make detailed selections on what to export (as well as how to export). These detailed selections are shown in Figure 141 and Figure 142.
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Figure 141 PHA-Pro Export Items Options The items options allow you to print (export) all items that are shown on the worksheet or to select specific items from the visible worksheet items.
Figure 142 PHA-Pro Export Filter Options
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 120 of 167 This filter options allow you to print (export) items in the worksheet that meet certain criteria, e.g. Safeguards that are of a certain Safeguard Category (which could be SIF for example). When performing the export, ensure that what you want (or dont want) to export has been defined within the Items and Filters options. By clicking on the Export button, the user is prompted for a filename and location to create the CSV file that will automatically open if MS-Excel is installed on your workstation. Note that Comma-Delimited and Tab-Delimited options are given in the Save as type drop-down and you must select the Comma-Delimited option.
For further assistance with customizing PHA-Pro, please contact the exida PHA specialists via the information provided in section 7.1.2. 7.3 Working with PHAWorks The PrimaTech PHAWorks application is another world leading application for PHA studies. This section will provide an overview of the various PHAWorks worksheets and how they need to be setup to ensure an efficient importing of the PHA information into the exSILentia Safety Lifecycle engineering tool. 7.3.1 Default Worksheets If you select a default PHAWorks PHA study (using Create PHA | Initial PHA with HAZOP (Traditional Study)), then it will have the following attributes; Headers The following relevant information will appear in the default PHAWorks worksheet header; Node Drawings The following required information does not appear in the default worksheet header; Components (equivalent to Equipment)- you need to configure the banner to show this Other (less relevant) information is also provided but is excluded from this section for simplicity. Columns The following relevant columns will appear in the default PHAWorks worksheet; Deviation Causes Consequences Safeguards REF#(Recommendation reference number) Recommendations The following useful (but less relevant) columns will appear in the default PHAWorks worksheet; GW (Guideword which becomes the Deviation) Severity (S) Likelihood (L) Risk (R)
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 121 of 167 By Hierarchy The default hierarchy for PHAWorks worksheets is shown in Figure 143.
Figure 143 PHAWorks Default Hierarchy This relationship is simplified as Node Deviation Cause Consequence Safeguard Recommendation Safeguards and Recommendations are therefore directly related to a unique Cause+Consequence pair as children of the Consequence.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 122 of 167 7.3.2 Recommended Worksheets The default format of PHAWorks is considered suitable for immediate import into exSILentia. If you adapt the hierarchy of the worksheet, then you must ensure that the adaptation follows the recommended guidance for the following critical columns, which is to use a hierarchy as per the default PHAWorks format.
Node Deviation Cause Consequence Safeguard Recommendation
For further assistance with customizing PHAWorks, please contact the exida PHA specialists via the information provided in section 7.1.2. 7.3.3 Advanced Worksheets The exSILentia PHA Import Plug-in works on both inferred and identified Safety Instrumented Functions. Obviously it is more efficient and effective if Safety Instrumented Functions are specifically and uniquely identified rather than inferred. This can be achieved by modifying the PHAWorks worksheet to include additional information. This additional information should reference the following objects: Existing SIF Proposed SIF SIF Name Target SIL Comments It is recommended that the PHAWorks columns shown in Table 4 be utilized to record this information. Table 4 PHAWorks Advanced SIF Data Mapping exSILentia PHA Import Field PHAWorks Reference Existing SIF Safeguard Safeguard Category Proposed SIF Recommendations Recommendation Category SIF Name Safeguard SIF Name (new Standard field) Target SIL Consequences Target SIL (new Standard field) Comments Recommendations - Comment An example of a worksheet with these additional columns is provided in Figure 144.
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Figure 144 PHAWorks Advanced Worksheet Example Note that the existing and new columns will not be shown by default in the worksheet and must be enabled via the Worksheet Views feature as follows. Select Project, then Worksheet Views to get the Dialog shown in Figure 145.
Figure 145 PHAWorks Worksheet Views Dialog You then check the box within the blue highlighted column at the row for the column to be shown. Right clicking in any column heading can also access Worksheet Views. When Safeguard and Recommendation Categories are used, they should be setup within the Quick Entry option when right clicking in the respective column. You then add new items into the list (which should include SIF or equivalent terminology) so that they are available for future selection and assignment to the Existing and Proposed Safety Instrumented Functions. If new columns are required, for example SIF Name and Target SIL, they can be added by clicking within the Hierarchy item that will be related to the new column (e.g. Consequences will hold the Target SIL) and then add a new item via the Add Child button as shown in Figure 146.
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Figure 146 PHAWorks Add Child Column Dialog New columns, which are added to the hierarchy, are automatically shown within the worksheet. You can move columns within the worksheet view; however it is recommended that the hierarchy be carefully constructed to ensure relationships are maintained through export.
For further assistance with customizing PHAWorks, please contact the exida PHA specialists via the information provided in section 7.1.2. 7.3.4 Worksheet Export To create an export file in PHAWorks, select File, Export and then select the Outline option as shown in Figure 139:
Figure 147 PHAWorks Export Options By clicking the OK button, the user is prompted for a filename and location to create the TXT file. It is not necessary to give the filename a file type extension, as this will be automatically assigned. Note that this text file will not be automatically opened but can be opened if necessary using Notepad or other text editing applications.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 125 of 167 There are no Options or Filters available to the user to customize the export file.
For further assistance with customizing PHAWorks, please contact the exida PHA specialists via the information provided in section 7.1.2. 7.4 Working with Custom CSV Files Although PHA-Pro and PHAWorks are considered to dominate the PHA tools market, there are many other applications available that have varying degrees of market share. In addition many exida customers use Microsoft Office applications such as Word, Excel, or Access. The benefits of these are that they are well understood and provide a simple recording presentation with the opportunity for easy customization. In order for users of proprietary PHA applications or bespoke MS Office worksheets to import their HAZOP data into exSILentia, these files must be exported or structured into a CSV file format. Once the CSV file is created the exSILentia PHA Import Plug-in can easily interpret this data and prepare it for import into the exSILentia tool. In order for a successful import into exSILentia the CSV file will need to show the recommended hierarchy as shown below, which allows for the identification of each Cause+Consequence pair. Node Deviation Cause Consequence Safeguard Recommendation Though the creation of CSV files is almost trivial within MS Excel, you should ensure this hierarchy is available in that file.
For further assistance and technical support on creating CSV files, please contact the exida PHA specialists via the information provided in section 7.1.2. 7.5 Using the exSILentia PHA Import Plug-in This section will describe the actual use of the exSILentia PHA Import Plug-in. The section consists of two sub- sections, the first sub-section will make you familiar with the tool GUI (Graphical User Interface), and the second sub-section will describe how the import function is implemented for the different PHA applications. You can launch the PHA Import Plug-in by selecting the PHA Import from PHA Data menu option. 7.5.1 exSILentia PHA Import Plug-in GUI The exSILentia PHA Import Plug-in Interface is shown in Figure 148.
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Figure 148 exSILentia PHA Import Plug-in Interface The import settings options in the PHA Import Plug-in will be described in this section. The various elements of the PHA Import Plug-in are divided into two portions, i.e. settings related to the PHA import file and settings related to the interpretation of the PHA import data. A detailed overview of the PHA import file settings is provided in Figure 149.
Figure 149 exSILentia PHA Import File Settings The following list explains the function of each of the Import file settings part of the PHA Import Plug-in Interface components. [1] Input File selection Select the PHA import file from a file list control box. [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12]
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 127 of 167 [2] SIF Tag Prefix text entry Enter the text string that will prefix all the imported SIF Tags (default is SIF). [3] SIF Tag Start number selection Select the number that the SIF Tags will start from (default is 1). [4] SIF Tag Digit number selection Select the number of digits that will form the unique, sequential SIF tag number (default is 3). The default SIF tag convention will therefore commence at SIF001, then SIF002, SIF003 etc, which will be mapped to the Tag field in the SIF Information tab. [5] Example SIF Tag text The PHA Import Plug-in generates an example SIF Tag based on the text and selections made. [6] Import based on Keywords Check this box if you wish the tool to search for keywords within the selected columns (Safeguard and / or Recommendations depending on status of their respective check box). [7] Search Safeguards Keyword search check box Check this box if you wish the tool to search the Safeguards field for the text in box [12] to indicate that an existing SIF may be present and requires evaluation. If the keywords are found during the search of the Safeguards column, then the Cause+Consequence pair with their associated, Node (Unit), Equipment, Deviation, Safeguard, and Recommendation will be imported into exSILentia within a new SIF. [8] Search Recommendations Keyword search check box Check this box if you wish the tool to search the Recommendations field for the text in box [12] to indicate that an existing SIF may be required and requires evaluation. If the keywords are found during the search of the Recommendations column, then the Cause+Consequence pair with their associated, Node (Unit), Equipment, Deviation, Safeguard, and Recommendation will be imported into exSILentia within a new SIF. [9] Add keyword text button Select this button to add a keyword to look for within the selected columns (Safeguard and / or Recommendations depending on status of their respective check box). Typical search strings may be SH for example PSHH (high high pressure switch) or SL for example FSL (low flow switch) or SIF, SIL, ESD (emergency shutdown) etc. [10] Edit Select the text string you wish to modify for the search within the keyword search text box [12] and then select this button to modify the string. [11] Remove keyword text button Select the text string you wish to remove from the search within the keyword search text box [12] and then select this button to confirm the removal. [12] Keyword search text box The text box provides an overview of all keywords you specified that need to be looked for during the PHA Import. A detailed overview of the PHA import data settings is provided in Figure 150.
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Figure 150 exSILentia PHA Import Data Settings The following list explains the function of each of the PHA import data settings of the PHA Import Plug-in Interface. The dropdown boxes shown in Figure 150 are populated based on the header information included in the file selected as part of the PHA import file settings. [1] SIF Name From the dropdown box select which header in the PHA import file corresponds to the SIF Name variable in exSILentia. [2] Equipment From the dropdown box select which header in the PHA import file indicates the equipment being protected. [3] Deviation From the dropdown box select which header in the PHA import file indicates the deviation being considered. [4] Unit Name From the dropdown box select which header in the PHA import file corresponds to the Unit Name variable in exSILentia. [5] Cause From the dropdown box select which header in the PHA import file indicates the cause being considered. [6] Consequence From the dropdown box select which header in the PHA import file indicates the consequence being considered. [7] Safeguards From the dropdown box select which header in the PHA import file represents the identified safeguards. [8] Recommendations From the dropdown box select which header in the PHA import file represents the identified recommendations. [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14] [15]
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 129 of 167 [9] Existing SIF From the dropdown box select which header in the PHA import file indicates any existing SIF. [10] Search for Identify the text that identifies any existing SIF [11] Proposed SIF From the dropdown box select which header in the PHA import file indicates any proposed SIF. [12] Search for Identify the text that identifies any proposed SIF [13] Target SIL From the dropdown box select which header in the PHA import file indicates specified target Safety Integrity Levels. [14] Import all where Target SIL >0 Check this checkbox to only import SIFs where the Target SIL is greater than 0. This only applies if a PHA import file header was identified for the Target SIL option [13]. [15] Comments From the dropdown box select which header in the PHA import file represents comments made during the PHA. Once all PHA import data settings are completed click on OK to execute the import. Cancel will close the PHA Import Plug-in window without importing any information. The PHA import will yield a list of Safety Instrumented Functions identified during the PHA. The imported data will either be linked to exSILentia SIF information tab fields or to fields documented on the PHA tab for each SIF. This is also illustrated with the screenshot in Figure 151. Note that by default the imported data is read-only to ensure consistency between data in the PHA file and the exSILentia project file. Users have the option to enable to edit mode for the PHA tool at which point they can overwrite the imported data.
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Figure 151 exSILentia Imported PHA Data Overview 7.5.2 Data Import The method of how PHA data is imported into exSILentia is defined in this section for each of the PHA applications. The first two subsections will cover the PHA-Pro and PHAWorks applications. The third subsection covers the import of CSV files. The fourth subsection contains a statement on multiple initiating events leading to the same hazard and how these could be handled. Finally the fifth subsection covers how WHAT-IF studies can be handled by the PHA Import Plug-in. 7.5.2.1 PHA-Pro The import from PHA-Pro files is implemented as described in this subsection. Inferred SIF Safety Instrumented Functions are inferred according to the following rules; Safeguard includes any of the keyword text, or; Recommendation includes any of the keyword text, or; Identified SIF Rules for identified Safety Instrumented Functions will be implemented in a subsequent version of the exSILentia PHA Import Plug-in. SIF Data
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 131 of 167 The data listed and mapped in per the selections made as part of the exSILentia PHA Import Data Settings, see Figure 150, are imported for each SIF that has been either inferred or identified. If the fields within the export CSV file are blank (empty) then the equivalent exSILentia fields are also empty. SIFs are automatically given a Tag according to the rules defined by the user for, Prefix, Start, and Digits as described for the exSILentia PHA Import Settings in Figure 149. The SIF will automatically be given a Name based on the Equipment ID +Deviation. This will be the default option to indicate what is being protected and what it is being protected against. Within exSILentia, you are able to modify all imported fields, although it is recommended that you limit modifications to maintain data integrity with the PHA. The PHA-Pro references given are based on the default naming given to each worksheet column (or heading in the case of Node, Deviation, Drawings, and Equipment ID). Incomplete Exports If the PHA-Pro worksheet is based on the default worksheet hierarchy where Safeguards and Recommendations are children of the Cause and not distinct to the Consequence, then the information imported into exSILentia will be incomplete as described earlier in Figure 129 (PHA-Pro Default Worksheet CSV Export File Example). The following caveats must be made regarding import of existing PHA-Pro worksheets. If the default hierarchy is used, then the Cause+Consequence pairings will be incomplete as in some cases only the Cause will be imported and the Consequence will be blank. Modification of existing worksheet hierarchies is likely to offset recommendations and therefore the study record is corrupted. For future PHA studies that utilize PHA-Pro the PHA-Pro worksheets should be suitably constructed so that a unique relationship exists between Safeguards (and Recommendations) and Consequences. Appropriate care must be taking when creating PHA-Pro export files to ensure that Filters and Items have been set correctly as this may reduce the number of worksheet elements (rows) that are included in the CSV file. Reference Numbering PHA-Pro automatically numbers worksheet information unless the user disables this feature. The number is integral to the contents of each field and forms part of the export text. In a subsequent version of the exSILentia PHA Import Plug-in the tool will have the facility to retain this number as part of the import or to remove this number using a prefix trimming. Removal of PHA numbering will be universal i.e. it will apply to all imported data and can not be configured for specific fields. 7.5.2.2 PHAWorks The import from PHAWorks files is implemented as described in this subsection. Inferred SIF Safety Instrumented Functions are inferred according to the following rules; Safeguard includes any of the keyword text, or; Recommendation includes any of the keyword text, or; Identified SIF Rules for identified Safety Instrumented Functions will be implemented in a subsequent version of the exSILentia PHA Import Plug-in.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 132 of 167 SIF Data The data listed and mapped in per the selections made as part of the exSILentia PHA Import Data Settings, see Figure 150, are imported for each SIF that has been either inferred or identified. If the fields within the export XML file are blank (empty or null) then the equivalent exSILentia fields shall also be empty. SIFs are automatically given a Tag according to the rules defined by the user for, Prefix, Start, and Digits as described for the exSILentia PHA Import Settings in Figure 149. The SIF will automatically be given a Name based on the Equipment +Deviation a concatenation of the [Component] +[Deviation]. This will be the default option to indicate what is being protected and what it is being protected against. Within exSILentia, you are able to modify all imported fields, although it is recommended that you limit modifications to maintain data integrity with the PHA. The PHAWorks references given are based on the default naming given to each worksheet column (or heading in the case of Node, Drawings & Component). Incomplete Exports If the PHAWorks worksheet is based on the default worksheet hierarchy where Safeguards and Recommendations are children of the Consequence, then the information imported into exSILentia will have the correct structure and no data errors or omissions are anticipated. For future PHA studies that utilize PHAWorks the PHAWorks worksheets should be suitably reviewed to confirm that a unique relationship exists between Safeguards (and Recommendations) and Consequences. Reference Numbering PHAWorks does not automatically number worksheet information unless the user enables this feature. The number is integral to the contents of each field and forms part of the export text. In a subsequent version of the exSILentia PHA Import Plug-in the tool will have the facility to retain this number as part of the import or to remove this number using a prefix trimming. Removal of PHA numbering will be universal i.e. it will apply to all imported data and can not be configured for specific fields. 7.5.2.3 CSV Files The import from CSV files is currently implemented identically to the PHA-Pro files import as described in section 7.5.2.1 and is as described in this subsection. Inferred SIF Safety Instrumented Functions are inferred according to the following rules; Safeguard includes any of the keyword text, or; Recommendation includes any of the keyword text, or; Identified SIF Rules for identified Safety Instrumented Functions will be implemented in a subsequent version of the exSILentia PHA Import Plug-in. SIF Data The data listed and mapped in per the selections made as part of the exSILentia PHA Import Data Settings, see Figure 150, are imported for each SIF that has been either inferred or identified. If the fields within the CSV file are blank (empty) then the equivalent exSILentia fields are also empty. SIFs are automatically given a Tag according to the rules defined by the user for, Prefix, Start, and Digits as described for the exSILentia PHA Import Settings in Figure 149.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 133 of 167 The SIF will automatically be given a Name based on the Equipment ID +Deviation. This will be the default option to indicate what is being protected and what it is being protected against. Within exSILentia, you are able to modify all imported fields, although it is recommended that you limit modifications to maintain data integrity with the PHA. The CSV file references given are based on the exida suggested naming for the columns in the CSV file. Incomplete Exports If the CSV file utilizes a worksheet hierarchy where Safeguards and Recommendations are children of the Consequence, then the information imported into exSILentia will have the correct structure and no data errors or omissions are anticipated. For future PHA studies that utilize CSV files, worksheets should be suitably reviewed to confirm that a unique relationship exists between Safeguards (and Recommendations) and Consequences. Reference Numbering The PHA application or bespoke MS-Office documents may include reference numbering to aid the tracking of HAZOP items. In a subsequent version of the exSILentia PHA Import Plug-in the tool will have the facility to retain this number as part of the import or to remove this number using a prefix trimming. Removal of PHA numbering will be universal i.e. it will apply to all imported data and cannot be configured for specific fields. 7.5.2.4 Multiple Scenarios The exSILentia PHA Import Plug-in will extract existing or proposed SIF according to the selections and rules the user enters within the exSILentia PHA Import Data Settings. It is expected that there will be cases where the import generates multiple Safety Instrumented Functions, which all relate to the same cause (initiating event) or the same consequence may be generated by multiple causes. In these scenarios you must consider when evaluating the Safety Instrumented Function and associated Target Safety Integrity Level if scenario frequency shall be based on the sum of the frequencies or the maximum of the frequencies. This is not an issue that the exSILentia PHA Import Plug-in can be expected to address and is merely noted as a caveat to users to ensure they adopt the appropriate company or site guidelines for evaluating the necessary risk reduction. 7.5.2.5 WHAT-IF Studies The two major PHA applications, PHA-Pro and PHAWorks, both have the capability to generate PHA worksheets based on the WHAT-IF methodology instead of the HAZOP methodology. The main difference between WHAT-IF and HAZOP is that there are no Deviations within WHAT-IF; basically the questions are the deviations that stimulate discussion on probable Causes and possible Consequences. In some cases the Cause and Deviation are combined within the text of the WHAT-IF question and in other cases the Hazard may appear as a separate column alongside the Consequences (as in the PHAWorks version 5 example or default WHAT-IF file). Since the objective of the PHA import is to identify existing or potential SIF related to a specific hazardous event, you may need to customize how that hazardous event is described. For HAZOP, the hazardous event is the Cause+Consequence pair and for WHAT-IF this may be a WHAT-IF+Consequence pair or a WHAT- IF+Hazard pair or a similar as with the HAZOP a Cause+Consequence pair. Because the worksheet representation of the hazardous event (by column names or headings) may vary between methodologies, companies, sites or projects; the use of user-selected columns addresses this requirement to import WHAT-IF study data.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 134 of 167 8 System SRS with C&E Matrix Plug-in The System SRS with C&E Matrix Plug-in, SRS C&E , will enhance your process requirements collection and optimize your detailed design requirements communication. The automatically generated Cause and Effect Matrices for the various Safety Instrumented Functions ensure the final conceptual design logic is adequately communicated to the detailed design engineers. The SRS C&E plug-in therefore raises the standard SRS template to the power of C&E. The exSILentia team at exida is confident that this optional exSILentia tool will be of high value to you in performing your Safety Lifecycle activities. 8.1 SRS C&E Components The System SRS with C&E Matrix Plug-in, SRS C&E , takes a somewhat different position for the safety requirements specification document within the overall safety lifecycle compared to the typical lifecycles published in the functional safety standards. Typically the SRS phase is located between SIL selection and Conceptual Design, i.e. SIL verification. The required information in the SRS however covers information developed in the SIL selection phase as well as in the Conceptual Design / SIL verification phase. For example specific application level diagnostic requirements like external comparison of analog signals or the implementation of partial valve stroke testing are determined during the SIL verification but also need to be documented in the safety requirements specification document. Consequently exSILentia defines a Process SRS and a Design SRS. The Process SRS addresses those requirements that are derived from the SIL selection and that form the input into the conceptual design evaluation; the Design SRS handles all requirements that are derived from the SIL verification and that form the input into the detailed design. Therefore the System SRS with C&E Matrix Plug-in, SRS C&E , consists of the following components: System Level SRS Process SRS Design SRS The System Level SRS addresses all those requirements that are common for all Safety Instrumented Functions. It addresses General SIS requirements and General SIF requirements. The Process SRS and Design SRS address the specific SIF requirements as described above. 8.2 Using SRS C&E
Given the three components of the SRS C&E plug-in this section is subdivided into three subsection which will cover the System Level SRS, the Process SRS, and the Design SRS respectively. 8.2.1 System Level SRS As explained above, the System Level SRS addresses all those requirements that are common for all Safety Instrumented Functions. It addresses General SIS requirements and General SIF requirements. To launch the System Level SRS portion of the SRS C&E plug-in you can either click on the System Level SRS button on the main frame sidebar, see Figure 152, or select the SRS_C&E - System Level SRS menu option.
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Figure 152 System Level SRS Button on Main Frame Sidebar The System Level SRS dialog box, see Figure 153, allows you to specify all general requirements. The dialog box is made up of several tabs, these are Standards & Definitions, General SIS (1) and (2), General SIF (1) and (2), Maintenance Overrides, and SIF Specific.
Figure 153 System Level SRS Dialog Box exSILentia SRS C&E plug-in provides example text for all fields, you can use these as guidance to when you are specifying your project specific requirements. You can also see this in Figure 154 which shows both the General SIS (1) tab and the General SIF (1) tab.
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Figure 154 System Level SRS General SIS (1) and General SIF (1) Tabs The SIF Specific tab on the System Level SRS dialog box, see Figure 155, allows you to specify what optional items you want to address for each specific SIF. These items are optional in that they are not part of the required IEC 61511 content. Note that by default all these items are included in your SIF specific content.
Figure 155 System Level SRS Dialog Box 8.2.2 Process SRS The Process SRS component of the SRS C&E plug-in addresses those requirements that are derived from the SIL selection and that form the input into the conceptual design evaluation. These requirements are specific for each Safety Instrumented Function. Consequently you will be able to specify the requirements in each SIF Window. The Process SRS tab is shown in Figure 156. The Process SRS tab replaces the SIF SRS tab that was discussed in chapter 4.
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Figure 156 Process SRS Tab In the SRS Details area of the Process SRS tab the following information can be filled in; Reference, Equipment, Process Safe State, SIF Test Interval, Overall Response Time, Protection Method, Trip Reset, Maximum Spurious Trip Rate, Diagnostics, Manual Shutdown, Regulatory Requirements, and Notes. The target SIL is automatically obtained from the SILect portion of exSILentia or the SIF Information if the SILect tool is disabled for this project. The Reference field allows you to specify a reference for the current SIF, such as a P&ID diagram, discussion notes, minutes of meeting, etc. The Equipment field lets you specify the equipment that the SIF is protecting. The Process Safe State field is used to specify the safe state, for example, the safe state represents the situation where flow through the supply line is stopped. The SIF Test Interval indicates the interval at which period proof tests are performed. This is one of the major parameters in the SIL verification. It should be indicated how strict this requirement is, as during SIL verification variations of the proof test interval tend to be used to achieve a certain SIL level. The Overall Response Time field allows you to specify how quickly the Safety Instrumented Function should act. The action should be performed within the Process Safety Time. The Protection Method field should indicate how the SIF should function; mostly this is De-energized to Trip. The Trip Reset field is used to specify if a reset is required and if so how the reset is to be implemented. The Maximum Spurious Trip Rate allows for specifying the Mean Time To Fail Spurious for a SIF. Even though the functional safety standards have no specific requirements regarding this parameter, if a SIF causes a plant trip any other day, it will be by-passed, reducing the safety integrity of the SIF to 0. The Diagnostics field can be used to specify if additional diagnostics are to be implemented for the SIF. The Manual Shutdown field can be used to specify the manual shutdown option if any. The Regulatory Requirements field allows the specification of specific regulations that need to be considered in the SIF conceptual design. Finally the Notes can be used to specify any additional remarks.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 138 of 167 In the SRS C&E area of the Process SRS tab the following information can be filled in, Demand Source, Demand Rate, Demand Mode, Additional Mitigation, Startup Overrides, Related Interlocks, Maintenance Overrides, Operating Modes, Mission Time, Special Requirements, and Non-safety actions. The Demand Source and Demand Rate fields allow you to specify the initiating event that the Safety Instrumented Function needs to act upon and the frequency at which the SIF will experience that event. Therefore the demand rate should take into consideration any independent protection layers that will execute before the SIF is requested to act. The demand rate and proof test intervals selected for the SIF will determine its operating mode, i.e. low, high, or continuous. You can specify your desired mode of operation in the Demand Mode field. The Additional Mitigation field allows you to document additional measures you may have in place to protect against the hazardous event. Note that if these measures were taken into consideration during the SIL selection there is no need to document them here. Startup requirements, e.g. to prevent the SIF from executing on a low pressure trip when the unit is not running, should be documented in the Startup Overrides field. Similarly any maintenance bypass requirements need to be documented in the Maintenance Overrides fields. The Related Interlocks field allows you to specify any other SIFs or control system interlocks that perform a similar function. This is especially useful if you have multiple SIFs that are identical, you could limit the number of Conceptual Design evaluations by avoiding doing redundant work. Specific operating modes can be documented in the Operating Modes field. The required operational time for the SIF should be documented in the Mission Time field. Any additional requirements that are not captured by any of the other Process SRS aspects should be listed in the Special Requirements fields. Finally auxiliary actions, actions that are not absolutely required to be performed to achieve the safety state but that are nice to haves, can be documented in the Non-Safety Actions field. All information you entered on the Process SRS tab will be stored when you switch tabs. By selecting the menu option Project Save the information will be saved to the project .exi file. 8.2.3 Design SRS The Design SRS component of the SRS C&E plug-in addresses all requirements that are derived from the SIL verification and that form the input into the detailed design. Like the Process SRS requirements, these requirements are specific for each Safety Instrumented Function. Consequently you will be able to specify the requirements in each SIF Window. The Design SRS tab is shown in Figure 157.
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Figure 157 Design SRS Tab Sensor Group In the upper left hand corner of the Design SRS tab an overview of all groups is listed that were defined during the SIL verification for this SIF. The information to be entered on the Design SRS tab is specific for each group. In the upper right hand corner of the Design SRS tab you can specify the common cause sources for this specific group. This area will only be enabled for redundant architectures. At the bottom of the Design SRS tab an overview of all tags is listed, you can add specific P&ID references and Model / Data Sheet information where applicable. Any specific maintenance over write requirements can be listed in the MOR field. The Action field is filled in automatically based on your selection in the SILver tool. The middle area of the Design SRS tab will be build up of some mandatory fields, like survivability, and optional fields you have selected on the SIF Specific tab on the System Level SRS dialog box, see Figure 155. This area is also specific to the type of group that you select, i.e. sensor, logic solver, or final element. The combination picture in Figure 158 shows the Design SRS tab for the situation where a logic solver group or a final element group is selected.
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Figure 158 Design SRS Tab Logic Solver Group / Final Element Group 8.3 SRS C&E Output The System SRS with C&E Matrix Plug-in, SRS C&E , provides two types of outputs, i.e. the SRS C&E report and a C&E matrix. The SRS C&E report can be generated by selecting this option from the exSILentia report wizard, see Figure 159. You have the option to only include the Process SRS information, only the Design SRS information or both.
Figure 159 exSILentia Report Wizard with SRS C&E Plug-in The SRS C&E report lists all General SIS requirements, General SIF requirements, the Process requirements, and the Design requirements. The report also documents the SIF Functional Relationship which is expressed via the second SRS C&E plug-in output, i.e. the Cause and Effect matrix. The cause and effect diagram that is created as part of the SIF Functional Relationship only depicts the actions to be taken for the specific SIF under consideration. You can also generate the Cause and Effect matrices separately in a Microsoft Excel spreadsheet output. Simply select the SRS_C&E Generate C&E Matrix menu option. Figure 160 shows a sample C&E matrix.
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Figure 160 Sample Cause and Effect Matrix If multiple SIFs initiate based on a specific sensor group and/or operate the same final element group this will not be reflected in these individual cause and effect diagrams. A complete cause and effect diagram taking into consideration all Safety Instrumented Functions will show these commonalities assuming that the user has correctly identified identical groups and has used the reuse feature in the SILver tool to identify these identical groups.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 142 of 167 9 Proof Test Generator Plug-in The Proof Test Generator Plug-in is a real time saver. The objective of a proof test is to test for any failures that are not revealed during normal operation, i.e. any failures that are not detected by automatic diagnostics. Manufacturers who have performed a detailed study of their equipment item, e.g. by doing a Failure Modes Effects and Diagnostic Analysis, will know exactly the type of failures that will not be detected by any automatic diagnostics. These manufacturers publish suggested proof tests with associated proof test coverage factors. Based on the equipment items you selected during your SIL verification work, the Proof Test Generator Plug-in will extract the associated suggested proof tests and create a proof test report. Executing the latter will ensure that the claimed rates of proof test coverage are achieved. If you license the Proof Test Generator Plug-in an additional report option will be available in the report wizard, this is shown in Figure 161.
Figure 161 exSILentia Report Wizard with Proof Test Report Plug-in A sample of the Proof Test Report that is generated is shown in Figure 162.
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Figure 162 exSILentia Proof Test Report If you have made use of the SILver group reuse capabilities the Proof Test Generator Plug-in is smart enough to detect this and will subsequently notice in the report that a specific sensor, logic solver, or final element group has already been tested as part of a previous SIFs Proof Test.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 144 of 167 10 Lifecycle Cost Estimator Plug-in The functional safety standards have one main focus, i.e. safety. Preventing harm to personnel, the environment and arguably assets is one of your key interests when you are using the exSILentia integrated Safety Lifecycle software. There are however other aspects that need to be considered like spurious trip rates, frequency of proof tests, maintenance requirements, installation cost etc. Most of these are all expressed in a cost of the achieved safety. The Lifecycle Cost Estimator Plug-in allows you to take all these aspects into consideration and determine, based on inflation rates, what the net current cost is of a proposed Safety Instrumented Function. The Lifecycle Cost Estimator allows you to evaluate different conceptual designs, with different cost properties and determine which of you designs is best from a monetary aspect. The Lifecycle Cost Estimator automatically takes into consideration proof test frequencies, spurious trip rates, etc. that were determined during your SIL verification work in the SILver sub-tool. The first step in using the Lifecycle Cost Estimator plug-in is to define overall project parameters with regard to cost. You can get to these project settings via the Cost Project Settings menu option or by clicking the Lifecycle Cost Calculator button on the left hand side of the exSILentia main frame, also shown in Figure 163. The
Figure 163 Lifecycle Cost Estimator Plug-in Parameter Definition Launch Button Figure 164 shows the Lifecycle Cost Estimator Options dialog box. Here you can specify a variety of hourly rates, like engineering rates, drafting rates, installation labor rates, etc. You can also define the cost of loss production per hour. Finally you can specify the inflation / discount rate, the time period over which you want to annualize the cost and your monetary identifier like $, , , , etc.
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Figure 164 Lifecycle Cost Estimator Plug-in Project Settings In order to specify the lifecycle cost for a specific Safety Instrumented Function simply click on the Lifecycle Cost tab of that SIF window. This will show the Lifecycle Cost Estimator Plug-in tool. Figure 165 shows the basic Lifecycle Cost Estimator tool.
Figure 165 Lifecycle Cost Estimator Plug-in Empty SIF Cost All numbers in blue font are calculated by the Lifecycle Cost Estimator tool, the black text boxes allow you to specific SIF specific cost in terms of fixed expenses or hours required to perform a specific task. It is very
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 146 of 167 unlikely that the initial lifecycle cost estimation shows $0.00 for the Total Lifecycle Cost as, given a specific SILver analysis, there will most likely be spurious trips that will result in failure cost. Figure 166 shows a basic initial Lifecycle Cost Estimator tool were failure cost are already accounted for given the SILver input and project level settings for failure cost.
Figure 166 Lifecycle Cost Estimator Plug-in Basic SIF Cost A completely filled in Lifecycle Cost Estimator tool could look like the one shown in Figure 167.
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Figure 167 Lifecycle Cost Estimator Plug-in Completed SIF Cost The screens shown so far all focus on a single SIF. For a complete project the overall project cost may be of interest as well. You can view the overall Project Lifecycle Cost by selecting the Cost Project Total Lifecycle Cost menu option. An example is shown in Figure 168. In this particular example, the Lifecycle Cost Estimator was completed for the first SIF (SIF 01), but not for the second or third SIF. Despite this there are already basic lifecycle costs for these SIFs as they have initial failure costs and because (in this particular case) the second and third SIF have groups that are reused between the SIFs.
Figure 168 Lifecycle Cost Estimator Plug-in Total Project Cost
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 148 of 167 The Project Total Lifecycle Cost, takes the reuse of groups into consideration, thereby avoiding double counting of overall lifecycle costs for pieces of equipment that are used by multiple SIFs. This also explains why in the example shown in Figure 168 the Total Project Lifecycle Cost is less than the sum of the Individual SIF Total Lifecycle Cost. The Lifecycle Cost Estimator Plug-in also comes with a Lifecycle Cost Report. This report can be accessed through the exSILentia report wizard, see Figure 169. This report shows all project level settings and the subsequent Total Project cost and the Total SIF cost for each individual SIF. Figure 170 shows a portion of a sample Lifecycle Cost Estimator report.
Figure 169 exSILentia Report Wizard with Lifecycle Cost Estimator Plug-in
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exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 150 of 167 11 Third Party Tool Interfaces The exSILentia Team is working together with several third parties to provide seamless integrations between exSILentia and other tools. An example of an interface between the exSILentia tool and a third party tool is an automatic interpretation of the exSILentia export file to populate a logic solver programming tool with the Safety Instrumented Functions configurations as specified in the SILver tool. This drastically reduces the amount of engineering time required and reduces the likelihood of errors in the interpretation of the SILver output and conversion to the logic solver application program. Currently the following third party interfaces are available: PHA Import plug-in for PHA-Pro PHA Import plug-in for PHAWorks exSILentia to Siemens Safety Matrix utility
For download of or information on any of the third party interfaces listed visit the download section of the exSILentia website (www.exsilentia.com/exsil-downloads.asp).
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 151 of 167 12 Disclaimer, Assumptions, Equipment Data 12.1 Disclaimer The user of the exSILentia software is responsible for verification of all results obtained and their applicability to any particular situation. Calculations are performed per guidelines in applicable international standards. exida.com L.L.C. accepts no responsibility for the correctness of the regulations or standards on which the tool is based. In particular, exida.com L.L.C. accepts no liability for decisions based on the results of this software. The exida.com L.L.C. guarantee is restricted to the correction of errors or deficiencies within a reasonable period when such errors or deficiencies are brought to exidas attention in writing. exida.com L.L.C. accepts no responsibility for adjustments to the automatically generated reports made by the user. 12.2 Assumptions SILect The SILect Safety Lifecycle tool is based on several assumptions. This section lists those assumptions. The SIL selection calculations are performed using straightforward algebraic multiplication, division, addition, etc. No simplifications have been made. The severity level translation into tolerable frequencies is based on the tolerable risk specification selected by the user. Unmitigated frequencies are directly calculated from initiating event frequencies and probabilities for enabling conditions and Independent Protection Layers using algebraic formulas. The required Risk Reduction Factor is obtained directly from the relation between tolerable frequency and unmitigated frequency. The Target Safety Integrity Level is obtained from the relation between required Risk Reduction Factor and Safety Integrity Level boundaries, as defined by the Target SIL Threshold Ratio, which is set by the user. The tolerable fatality frequency used in the Health and Safety Executive HSE UK tolerable risk selection is based on The Setting of Safety Standards: A Report by an Interdepartmental Group of External Advisors, London, UK, HM Stationery Office, 1996. The tolerable fatality frequency used in the IEC 61511 part 3, Annex C tolerable risk selection is based on IEC 61511 part 3, Functional Safety: Safety Instrumented Systems for the process industry sector Part 3: Guidance for the determination of Safety Integrity Levels, Geneva, Switzerland, IEC, 2003. exida holds no responsibility for the above mentioned tolerable fatality frequencies nor any other tolerable fatality frequencies used in the SILect tool. 12.3 Assumptions SIF SRS All information that is output of the SIF SRS tool is directly linked to user input. No calculations are performed, nor is the information provided by the user changed in any way. The Target Safety Integrity Level listed in the SIF SRS (if any) is derived from user input into the SILect tool. 12.4 Assumptions SILver The SILver Safety Lifecycle tool is based on several assumptions. This section lists those assumptions.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 152 of 167 12.4.1 Demand Modes SILver is designed to verify Safety Instrumented Systems (SIS) that are used in any of the three demand modes identified in the functional safety standards, i.e. Low Demand, High Demand, Continuous Demand. SILver will either automatically determine the applicable demand mode or the user can define the demand mode to consider. Based on the demand mode selected, SILver will either calculate the average Probability of Failure on Demand of the SIF over the mission time or Probability of a Dangerous Failure per Hour. 12.4.2 De-energize-to-trip Based Safety Equipment Data SILver is designed to verify Safety Instrumented Functions (SIFs) that are based on the de-energize-to-trip principle. De-energize-to-trip implies that on loss of power the SIF will go to a predetermined safe state. This assumption specifically relates to failure rates in the exida Safety Equipment database. For de-energized-to- trip applications the failure mode distribution will be the opposite of the failure mode distribution for energized- to-trip applications. This is especially apparent for digital devices where open would be considered safe in de- energized-to-trip applications but it would be considered dangerous in energized-to-trip applications. SILver can be used for energized-to-trip applications however the user is cautioned to review the failure mode distribution of the various components that construct the Safety Instrumented Function. 12.4.3 Reliability Modeling Assumptions The SILver Safety Integrity Level verification tool has been developed per guidelines in applicable international standards, such as IEC 61508. SILver is based on many of the assumptions that are in IEC 61508-6, Annex B. The assumptions on which the calculations within SILver are based are listed below. The sensor part ranges from the actual sensing element up to (but not including) the first functional element that combines the signal with the other sensors in the same voting group The logic solver part ranges from the first functional element that combines the input signals to the last function element that contains the same output for the logic groups or function block The final element part ranges from (i.e. not including) the output of the function element that contains the same output for the logic group or function block through to the final actuating elements within the safety system The logic solver data in the exida Safety Equipment database assumes local I/O Equipment failure rates are constant over the life of the system Only a single failure can occur within one independent part of a configuration / PLC The application program in the logic solver is constructed in such a way that Fail High and Fail Low failure are detected regardless of the effect, safe or dangerous, on the safety function The (self-)diagnostic test time is much shorter than the average repair time The proof test interval is at least an order of magnitude greater than the diagnostic test interval Limited coverage of failures during a proof test is modeled using the proof test coverage factor, it is assumed that the proof test coverage has effect on all states, undetected and detected For each sensor / final element group there is a single proof test interval and Mean Time To Repair Multiple repair teams are available to work on all known failures Repair rates are constant Perfect repair is assumed
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 153 of 167 The Mean Time To Repair (MTTR) is an order of magnitude less than the expected demand rate Common cause failures are assumed to be the same in redundant units Common cause failures are only considered within groups, no common cause is considered between different groups as groups are assumed to be independent (for example two sensor groups involving two different process measurements) 12.4.4 Proof Test Coverage Calculator The suggested Proof Test Coverage factor that is determined by the SILver Proof Test Coverage calculator is based on a manufacturer suggested proof test and the effectiveness of that proof test. If you use the suggested proof test coverage, you must ensure that the actual test(s) performed is (are) at least as effective as the manufacturer suggested test(s). 12.5 Safety Equipment data exida has compiled a proprietary equipment failure database. This database is a compilation of failure data collected from a variety of public and confidential sources and presents an industry average. The database is published as the Safety Equipment Reliability Handbook, third edition ISBN 978-0-9727234-9-7. The reliability data collection process as described in this book applies to the SILver equipment data collection process. The user is responsible for determining the applicability of the failure data to any particular environment. The stress levels assumed to determine the equipment failure rate are average for an industrial environment and can be compared to the RAC Ground Benign classification. Accurate plant specific data is preferable to general industry average data. Industrial plant sites with high levels of stress must use failure rate data that is adjusted to a higher value to account for the specific conditions of the plant. 12.6 Assumptions SRS C&E
This safety requirements specification document that is generated as part of the SRS C&E plug-in is based on the selections the user made during the SIL selection and SIL verification activities in combination with specific safety requirements specification entries on both project and SIF level. The cause and effect diagram that is created as part of the SIF Functional Relationship only depicts the actions to be taken for the specific SIF under consideration. If multiple SIFs initiate based on a specific sensor group and/or operate the same final element group this will not be reflected in these individual cause and effect diagrams. A complete cause and effect diagram taking into consideration all Safety Instrumented Functions will show these commonalities assuming that the user has correctly identified identical groups and has used the reuse feature in the SILver tool to identify these identical groups. The position of this safety requirements specification document within the overall safety lifecycle deviates a little from the lifecycles published in the functional safety standards. Typically the SRS phase is located between SIL selection and Conceptual Design, i.e. SIL verification. The required information in the SRS however covers information developed in the SIL selection phase as well as in the Conceptual Design / SIL verification phase. For example specific application level diagnostic requirements like external comparison of analog signals or the implementation of partial valve stroke testing are determined during the SIL verification but also need to be documented in the safety requirements specification document. Consequently exSILentia defines a Process SRS and a Design SRS. The Process SRS handles all requirements for the conceptual design, the Design SRS handles all requirements for the detailed design.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 154 of 167 13 Terms and Abbreviations BMS Burner Management System BPCS Basic Process Control System C&E Cause and Effect ESD Emergency Shutdown FMEDA Failure Modes Effects and Diagnostic Analysis A systematic procedure during which each failure mode of each component is examined to determine the effect of that failure on the system and whether that failure is detected by any automatic diagnostic function HAZOP Hazard and Operability Study HFT Hardware Fault Tolerance The number of dangerous random failures tolerated by a system while still maintaining the ability to successfully perform the safety function IEC International Electrotechnical Commission IPL Independent Protection Layer MCI Maintenance Capability Index MTTFS Mean Time To Fail Spurious MTTR Mean Time To Repair PFD Probability of Failure on Demand PFDavg average Probability of Failure on Demand PFH Probability of a Dangerous Failure per Hour PHA Process Hazard Analysis PIU Proven In Use A Proven In Use assessment is a study of product operational hours, revision history, fault reporting system, and field failures to determine if there is evidence of systematic design faults in a product. The IEC 61508 standard provides levels of operational history required for each SIL level. PLC Programmable Logic Controller PTC Proof Test Coverage PTI Proof Test Interval RRF Risk Reduction Factor SFF Safe Failure Fraction SIF Safety Instrumented Function SIL Safety Integrity Level Discrete level (one out of a possible four) for specifying the safety integrity requirements of the safety functions to be allocated to the electronic / programmable electronic safety-related systems, where safety integrity level 4 has the highest level of safety integrity and safety integrity level 1 has the lowest [IEC 61508-4]
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 155 of 167 SIL Capability Indication of systematic failure protection for an equipment item Per IEC 61511 users of existing hardware either need to select hardware that is developed and assessed per IEC 61508 or justify the use of that hardware. The objective of the assessment or justification is to identify that there are no systematic problems with the equipment item under consideration. Systematic failure protection is part of IEC 61508 compliant development processes, alternatively sufficient recorded experience can also be used to identify that there is no known systematic problem. SIL Threshold Parameter to specify the boundary between target Safety Integrity Levels Assume a calculated Required Risk Reduction Factor of 29, which would fall in the 10 - 100 Risk Reduction range. With a SIL Threshold Ratio of 1, a calculated Risk Reduction Factor of 29 would result in a Target SIL of SIL 2. The calculated Risk Reduction Factor is in this case greater than the SIL determination threshold which lies at 10 (10 * 1). With a SIL Threshold Ratio of 3, a calculated Risk Reduction Factor of 29 would result in a Target SIL of SIL 1. The calculated Risk Reduction Factor is in this case less than the SIL determination threshold which lies at 30 (10 * 3). SILac Achieved Safety Integrity Level based on Architectural Constraints SILcap Achieved Safety Integrity Level based on Equipment SIL Capability SILpfd Achieved Safety Integrity Level based on Safety Instrumented Function probability of failure SIS Safety Instrumented System SRS Safety Requirements Specification SRS C&E System SRS with C&E Matrix -factor Beta factor, indicating common cause susceptibility
DD Dangerous Detected DU Dangerous Undetected SD Safe Detected SU Safe Undetected AD Annunciation Detected AU Annunciation Undetected RE Residual
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 156 of 167 14 Status of the document 14.1 Releases Version: V25 Revision: R1
Version History: V25, R1: Release exSILentia 2.5, August 20, 2009 V23, R1: Release exSILentia 2.3, J anuary 8, 2009 V21, R1: Release exSILentia 2.1, J uly 10, 2008 V20, R1: First Release exSILentia 2.0, December 17, 2007
Release status: Released
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 157 of 167 Appendix A Trouble Shooting and FAQ Please visit the FAQ section available on the exSILentia website for up to date information. A.1 Installation and uninstall There are currently no entries A.2 License Key This section will provide quick answers to questions we have received that relate to the use of the exSILentia USB license key. Q: When my PC comes out of hibernation exSILentia does not detect the USB license key A: This issue was related to the license key driver. An updated driver was made available by the licensing software supplier. Make sure that you have Sentinel version 7.5.x installed to avoid this problem. A.3 exSILentia This section will provide quick answers to questions we have received that relate to either functionality of exSILentia or questions that cannot be directly attributed to any of the Safety Lifecycle tools. Q: exSILentia doesnt fit on my screen A: exSILentia was developed for a minimum screen resolution of 1024 by 768, see also section 1.2, Minimal System Requirements. Consider increasing your screen resolution. A.4 SILect There are currently no entries. A.5 SIF SRS There are currently no entries. A.6 SILver This section will provide quick answers to more common questions we have received on the SILver tool. Q: The calculated results are set to zero, why and what should I do? A: See section 5.9 on Resetting of Calculation Results. Q: I get a Consider increasing the Mission Time message A: This message will appear when any of the proof test intervals specified is larger than the mission time. The message will also indicate the part of the safety instrumented function where this is the case. SILver will only perform its reliability calculations for the mission time specified. It can handle mission time periods of up to 30 yrs. If you want the effects of the proof test to be considered in the calculations the mission time needs to be equal to or larger than the largest proof test interval. It is suggested that the mission time is set equal to the major turnaround time.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 158 of 167 Q: My customer wants a clear reference to the reliability data used in SILver A: exida has published the Safety Equipment Reliability Handbook, third edition. There are three volumes to this third edition that are sold as a boxed set under ISBN 978-0-9727234-9-7. Individual volumes are available as well, Volume 01: Sensors ISBN 978-0-9727234-3-5, Volume 02: Logic Solvers and Interface Modules ISBN 978-0-9727234-4-2, and Volume 03: Final Elements ISBN 978-0-9727234-5-9. This databook holds all detailed information for each of the equipment items in SILver. The book can be purchased through the exida online store. A.7 exSILentia PHA Import Plug-in This section will provide quick answers to questions we have received regarding the PHA Import Plug-in. There are currently no entries. A.8 exSILentia Customer Proprietary Equipment Database Plug-in This section will provide quick answers to questions we have received regarding the Customer Proprietary Equipment Database Plug-in. There are currently no entries. A.9 exSILentia System SRS with C&E Matrix Plug-in This section will provide quick answers to questions we have received regarding the System SRS with C&E Matrix Plug-in. There are currently no entries. A.10 exSILentia Proof Test Generator Plug-in This section will provide quick answers to questions we have received regarding the Proof Test Generator Plug-in. There are currently no entries. A.11 exSILentia Lifecycle Cost Estimator Plug-in This section will provide quick answers to questions we have received regarding the Lifecycle Cost Estimator Plug-in. There are currently no entries.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 159 of 167 Appendix B Table of Figures Figure 1 Initial exSILentia Setup Wizard Screen .................................................................................................. 8 Figure 2 exSILentia Software License Agreement ............................................................................................... 8 Figure 3 Select Installation Folder ........................................................................................................................ 9 Figure 4 Choose Start Menu Options ................................................................................................................... 9 Figure 5 exSILentia Setup Wizard Completion ................................................................................................... 10 Figure 6 Initial exSILentia Installer Screen ......................................................................................................... 10 Figure 7 Missing Hardware License Key ............................................................................................................ 11 Figure 8 exSILentia Structure ............................................................................................................................. 12 Figure 9 exSILentia Main Frame ........................................................................................................................ 13 Figure 10 New Project Dialog Box ...................................................................................................................... 14 Figure 11 exSILentia Main Frame With Project Information ............................................................................... 14 Figure 12 exSILentia Menu Options ................................................................................................................... 15 Figure 13 Available SIFs Box ............................................................................................................................. 15 Figure 14 New SIF Window ................................................................................................................................ 16 Figure 15 Target SIL Specification on SIF Information Tab ................................................................................ 17 Figure 16 Filled in SIF Information Tab .............................................................................................................. 18 Figure 17 Sorting the Available SIFs Box ........................................................................................................... 19 Figure 18 Available SIFs Box Sorting Results .................................................................................................... 19 Figure 19 Filtering the Available SIFs Box .......................................................................................................... 19 Figure 20 Available SIFs Box Filtering Results ................................................................................................... 20 Figure 21 User Overview Dialog Box .................................................................................................................. 21 Figure 22 Set Administrator Password Dialog Box ............................................................................................. 21 Figure 23 Specify User Dialog Box ..................................................................................................................... 22 Figure 24 User Login Dialog Box ........................................................................................................................ 22 Figure 25 Tool Status Change Comments ......................................................................................................... 23 Figure 26 Session Log Overview ........................................................................................................................ 24 Figure 27 Open Project File Dialog Box ............................................................................................................. 24 Figure 28 Save Project File Dialog Box .............................................................................................................. 25 Figure 29 exSILentia Report Wizard ................................................................................................................... 25 Figure 30 SIF List Example Report ..................................................................................................................... 26 Figure 31 SILver Summary Report Example ...................................................................................................... 27 Figure 32 exSILentia Update Dialog Box ............................................................................................................ 28 Figure 33 exSILentia Update Dialog Box ............................................................................................................ 28 Figure 34 exSILentia Up to Date Message Box .................................................................................................. 29 Figure 35 exSILenia Updater .............................................................................................................................. 29 Figure 36 exSILenia Updater Update Progress ............................................................................................... 30 Figure 37 Safety Equipment Reliability Handbook Update Dialog Box .............................................................. 30 Figure 38 Safety Equipment Reliability Handbook Update Progress Bar ........................................................... 31 Figure 39 Safety Equipment Reliability Handbook Subscription Expiration ........................................................ 31
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 160 of 167 Figure 40 Equipment Item Updates Dialog Box .................................................................................................. 32 Figure 41 Spell Check Language Dialog Box ..................................................................................................... 32 Figure 42 Spell Check Language Dialog Box - Expanded .................................................................................. 33 Figure 43 Spell Checker Options ........................................................................................................................ 33 Figure 44 Spell Checker in Action ...................................................................................................................... 34 Figure 45 Spell Check Completed ...................................................................................................................... 34 Figure 46 SILect Structure .................................................................................................................................. 36 Figure 47 SILect Tab No Tolerable Risk Specified .......................................................................................... 37 Figure 48 Set Tolerable Risk Warning ................................................................................................................ 38 Figure 49 Tolerable Risk Calibration Wizard ...................................................................................................... 38 Figure 50 Save and Load Tolerable Risk Data Menu Option ............................................................................. 39 Figure 51 Risk Graph Tolerable Risk Specification ......................................................................................... 40 Figure 52 Risk Graph Personnel Safety SILect Tab ........................................................................................ 41 Figure 53 Comments, Assumptions and/or Remarks SILect Tab .................................................................... 41 Figure 54 Independent Layers of Protection Configuration Dialog Box .............................................................. 42 Figure 55 VDI/VDE 2180 Risk Graph Tolerable Risk Specification ................................................................. 43 Figure 56 VDI/VDE 2180 Risk Graph SILect Tab ............................................................................................ 44 Figure 57 Hazard Matrix Tolerable Risk Specification ..................................................................................... 45 Figure 58 Hazard Matrix SILect Tab ................................................................................................................ 46 Figure 59 Independent Layers of Protection Configuration Dialog Box .............................................................. 47 Figure 60 Frequency Based Targets Tolerable Risk Specification .................................................................. 48 Figure 61 Frequency Based Target Categories Qualitative Tolerable Risk Specification ............................... 49 Figure 62 Empty Frequency Based Targets SILect Tab ............................................................................... 49 Figure 63 Severity Level Selection Options ........................................................................................................ 50 Figure 64 Initiating Event Dialog Box .................................................................................................................. 50 Figure 65 Independent Layers of Protection Configuration Dialog Box .............................................................. 51 Figure 66 Filled in Frequency Based Targets SILect Tab ............................................................................... 52 Figure 67 Independent Layers of Protection Reuse Checkbox .......................................................................... 53 Figure 68 Reused IPLs Overview ....................................................................................................................... 53 Figure 69 Warning: Change to a Reused IPL Impacts other SIFs / Initiating Events ......................................... 53 Figure 70 Warning: Making a Reused IPL Independent ..................................................................................... 54 Figure 71 Warning: Replacing an existing IPL with a Reused IPL ..................................................................... 54 Figure 72 SIF SRS Tab ...................................................................................................................................... 55 Figure 73 SILver Structure .................................................................................................................................. 58 Figure 74 Example Safety Instrumented Function .............................................................................................. 59 Figure 75 SILver tab Empty ........................................................................................................................... 60 Figure 76 Demand Rate Dialog Box ................................................................................................................... 61 Figure 77 Sensor Part Details SILver Tab ....................................................................................................... 62 Figure 78 Empty Sensor Group Details SILver Tab ........................................................................................ 63 Figure 79 Filled in Sensor Group Details SILver Tab ...................................................................................... 64 Figure 80 Sensor Group Properties Dialog Box ................................................................................................. 65
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 161 of 167 Figure 81 Sensor Tags Dialog Box ..................................................................................................................... 65 Figure 82 Sensor Part Details including Bar Charts SILver Tab ...................................................................... 66 Figure 83 Logic Solver Part Details SILver Tab ............................................................................................... 67 Figure 84 Logic Solver Properties Dialog Box Automatic Channel Detection ................................................. 68 Figure 85 Final Element Part Details SILver Tab ............................................................................................ 69 Figure 86 Final Element Group Details SILver Tab ......................................................................................... 70 Figure 87 Filled in Final Element Group Details SILver Tab ............................................................................ 71 Figure 88 Final Element Group Properties Dialog Box ....................................................................................... 72 Figure 89 Final Element Tags Dialog Box .......................................................................................................... 72 Figure 90 Completed SIL verification SILver tab ............................................................................................. 73 Figure 91 Part Contribution to PFDavg and MTTFS SILver tab ...................................................................... 74 Figure 92 Project Properties Dialog Box ............................................................................................................. 75 Figure 93 Proven In Use J ustification Message Box .......................................................................................... 76 Figure 94 Proven In Use J ustification Dialog Box ............................................................................................... 77 Figure 95 Completed Proven In Use J ustification Dialog Box ............................................................................ 78 Figure 96 Associate Proven In Use Claim with existing J ustification .................................................................. 78 Figure 97 Proven In Use J ustification Overview ................................................................................................. 79 Figure 98 Sensor Group Reuse Checkbox ......................................................................................................... 80 Figure 99 Reused Groups Overview .................................................................................................................. 81 Figure 100 Warning: Change to a Reused Group Impacts other SIFs ............................................................... 81 Figure 101 Warning: Making a Reused Group Independent .............................................................................. 81 Figure 102 Warning: Replacing an existing Group with a Reused Group .......................................................... 82 Figure 103 Sensor Group Properties Dialog Box My Own Sensor .................................................................. 82 Figure 104 Logic Solver Group Properties Dialog Box My Own Logic Solver Simple ..................................... 83 Figure 105 Logic Solver Group Properties Dialog Box My Own Logic Solver Advanced ................................ 83 Figure 106 SILver Beta Estimator Quick Tool .................................................................................................... 85 Figure 107 SILver Beta Estimator Quick Tool Separation Statements ............................................................ 85 Figure 108 SILver Proof Test Coverage Calculator ............................................................................................ 86 Figure 109 Suggested PTC Dialog Box .............................................................................................................. 87 Figure 110 Parameter Update Dialog Box .......................................................................................................... 88 Figure 111 View Project Data Dialog Box ........................................................................................................... 89 Figure 112 Parameter Update Dialog Box with Scheduled Update .................................................................... 89 Figure 113 Unit MTTFS Dialog Box .................................................................................................................... 90 Figure 114 Configuration Options Sensor Group SILver Tab ........................................................................... 91 Figure 115 Configuration Options Final Element Group SILver Tab ............................................................... 94 Figure 116 Sensor Part Example ........................................................................................................................ 96 Figure 117 Sensor Part Details for Example SILver Tab ................................................................................. 97 Figure 118 Two Sensor Group Details for Example SILver Tab ...................................................................... 98 Figure 119 Final Element Part Example ............................................................................................................. 99 Figure 120 Two Final Element Group Details for Example SILver Tab ......................................................... 100 Figure 121 Final Element Part Details for Example SILver Tab .................................................................... 100
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 162 of 167 Figure 122 SIF Overview .................................................................................................................................. 101 Figure 123 Example PFD graph ....................................................................................................................... 102 Figure 124 Part Charts Overview .................................................................................................................. 103 Figure 125 IEC-61511-3 HAZOP Worksheet Example ..................................................................................... 107 Figure 126 IEC-61882-1 HAZOP Worksheet Example ..................................................................................... 107 Figure 127 PHA-Pro Default Hierarchy ............................................................................................................. 109 Figure 128 PHA-Pro Default Worksheet Example ............................................................................................ 110 Figure 129 PHA-Pro Default Worksheet CSV Export File Example ................................................................. 110 Figure 130 PHA-Pro Modified Safeguard Hierarchy Worksheet Example ........................................................ 111 Figure 131 PHA-Pro Modified Safeguard Hierarchy CSV Export File Example ............................................... 111 Figure 132 PHA-Pro Modified Safeguard & Recommendation Hierarchy Worksheet Example ....................... 112 Figure 133 PHA-Pro Modified Safeguard & Recommendation Hierarchy CSV File Example .......................... 113 Figure 134 PHA-Pro Recommended Hierarchy Example ................................................................................. 114 Figure 135 PHA-Pro Recommended Hierarchy CSV Export File Example ...................................................... 114 Figure 136 PHA-Pro Recommended Hierarchy Extract ................................................................................... 115 Figure 137 PHA-Pro Advanced Worksheet Example ....................................................................................... 116 Figure 138 PHA-Pro New Hierarchy Item Form ............................................................................................... 116 Figure 139 PHA-Pro Worksheet Printing .......................................................................................................... 117 Figure 140 PHA-Pro Export Output Options ..................................................................................................... 118 Figure 141 PHA-Pro Export Items Options ....................................................................................................... 119 Figure 142 PHA-Pro Export Filter Options ........................................................................................................ 119 Figure 143 PHAWorks Default Hierarchy ......................................................................................................... 121 Figure 144 PHAWorks Advanced Worksheet Example .................................................................................... 123 Figure 145 PHAWorks Worksheet Views Dialog .............................................................................................. 123 Figure 146 PHAWorks Add Child Column Dialog ............................................................................................. 124 Figure 147 PHAWorks Export Options ............................................................................................................. 124 Figure 148 exSILentia PHA Import Plug-in Interface ........................................................................................ 126 Figure 149 exSILentia PHA Import File Settings .............................................................................................. 126 Figure 150 exSILentia PHA Import Data Settings ............................................................................................ 128 Figure 151 exSILentia Imported PHA Data Overview ...................................................................................... 130 Figure 152 System Level SRS Button on Main Frame Sidebar ........................................................................ 135 Figure 153 System Level SRS Dialog Box ....................................................................................................... 135 Figure 154 System Level SRS General SIS (1) and General SIF (1) Tabs ...................................................... 136 Figure 155 System Level SRS Dialog Box ....................................................................................................... 136 Figure 156 Process SRS Tab ........................................................................................................................... 137 Figure 157 Design SRS Tab Sensor Group .................................................................................................. 139 Figure 158 Design SRS Tab Logic Solver Group / Final Element Group ...................................................... 140 Figure 159 exSILentia Report Wizard with SRS C&E Plug-in .............................................................................. 140 Figure 160 Sample Cause and Effect Matrix .................................................................................................... 141 Figure 161 exSILentia Report Wizard with Proof Test Report Plug-in .............................................................. 142 Figure 162 exSILentia Proof Test Report ......................................................................................................... 143
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 164 of 167 Appendix C Software License Agreement exida exSILentia
IMPORTANT READ CAREFULLY: This Software License Agreement is the legal agreement (agreement) between you, the customer who has acquired the software (You) and exida.com LLC (exida). Please read this agreement carefully before completing the installation process and using the exida exSILentia tool (together with its accompanying documentation, the Software). This agreement provides a license to use the Software and contains warranty information and liability disclaimers. BY INSTALLING, COPYING OR OTHERWISE USING THE SOFTWARE, YOU ARE CONFIRMING YOUR ACCEPTANCE OF THE SOFTWARE AND AGREEING TO BECOME BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE, DO NOT INSTALL OR USE THE PRODUCT. IF YOU DID NOT ACQUIRE THE SOFTWARE FROM exida, THEN YOU MAY NOT ENTER INTO THIS AGREEMENT OR USE THE SOFTWARE. NO OTHER PARTY HAS THE RIGHT TO TRANSFER A COPY OF THE SOFTWARE TO YOU. The Software is owned by exida and is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. THE SOFTWARE IS LICENSED, NOT SOLD. If you have any questions or concerns about this agreement, please contact exida at [email protected].
1. DEFINITIONS. a. exida means exida.com LLC b. You, Your means you and your company c. "Software" means the product provided to You, which includes the exSILentia tool and may include associated media, printed materials, and "online" or electronic documentation.
2. OWNERSHIP. The Software is owned and copyrighted by exida. Your license confers no title or ownership in the Software and is not a sale of any rights in the Software.
3. GRANT OF LICENSE. exida grants You the following rights provided You comply with all terms and conditions of this agreement. For each license You have acquired for the Software: a. You are granted a non-exclusive right to use and install ONE copy of the software b. You are granted a non-exclusive right to apply quarterly updates to the Safety Equipment Reliability Handbook database for the duration of 1 year c. The license key restricts use to ONE PC only d. You may make one copy of the installation program for backup or archival purposes
4. RESTRICTED USE. a. You agree to use reasonable efforts to prevent unauthorized copying of the Software b. You may not disable any licensing or control features of the Software or allow the Software to be used with such features disabled
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 165 of 167 c. You may not share, rent, or lease Your right to use the Software d. You may not modify, sublicense, copy, rent, sell, distribute or transfer any part of the Software except as provided in this Agreement e. You may not reverse engineer, decompile, translate, create derivative works, decipher, decrypt, disassemble, or otherwise convert the Software to a more human-readable form for any reason f. You may not use the Software for any purpose other than to perform safety lifecycle tasks in accordance with the accompanying documentation g. You may not remove, alter, or obscure any confidentiality or proprietary notices (including copyright and trademark notices) of exida on, in or displayed by the Software h. You will return or destroy all copies of the Software if and when Your right to use it ends i. You may not use the Software for any purpose that is unlawful
5. DISCLAIMER OF WARRANTY. The Software is provided on an "AS IS" basis, without warranty of any kind, including, without limitation, the warranties of merchantability, fitness for a particular purpose, non- infringement title, and results. The entire risk as to the quality and performance of the Software is borne by You. Should the Software prove defective, You, not exida, assume the entire cost of any service and repair. If the Software is intended to link to, extract content from or otherwise integrate with a third party service, exida makes no representation or warranty that Your particular use of the Software is or will continue to be authorized by law in Your jurisdiction or that the third party service will continue to be available to You. This disclaimer of warranty constitutes an essential part of the agreement.
6. LIMITATION OF LIABILITY. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY, TORT, CONTRACT, OR OTHERWISE, SHALL exida BE LIABLE TO YOU OR ANY OTHER PERSON FOR ANY INDIRECT, SPECIAL, PUNITIVE, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY CHARACTER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR WORK STOPPAGE, COMPUTER FAILURE OR LOSS OF REVENUES, PROFITS, GOODWILL, USE, DATA OR OTHER INTANGIBLE OR ECONOMIC LOSSES. IN NO EVENT WILL exida BE LIABLE FOR ANY DAMAGES IN EXCESS OF THE AMOUNT PAID TO LICENSE THE SOFTWARE, EVEN IF YOU OR ANY OTHER PARTY SHALL HAVE INFORMED exida OF THE POSSIBILITY OF SUCH DAMAGES, OR FOR ANY CLAIM. NO CLAIM, REGARDLESS OF FORM, MAY BE MADE OR ACTION BROUGHT BY YOU MORE THAN ONE YEAR AFTER THE BASIS FOR THE CLAIM BECOMES KNOWN TO THE PARTY ASSERTING IT.
7. TERMINATION. exida may terminate Your license if You do not abide by the license terms. Upon termination of license, You shall immediately discontinue the use of the Software and shall within ten (10) days return to exida all copies of the Software or confirm that You have destroyed all copies of it. Your obligations to pay accrued charges and fees, if any, shall survive any termination of this Agreement. You agree to indemnify exida for reasonable attorney fees in enforcing its rights pursuant to this license. Sections 2, 4, 5, 6, 7 and 13 will survive expiration or termination of this Agreement for any reason.
8. exSILentia USE. You are required to perform any verification activities when using the software as described in its user guide.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 166 of 167 9. REGISTRATION. The software will only function if You are using a valid "License Key". The License Key will be provided by exida. Software registration is required.
10. UPGRADES. If this copy of the software is an upgrade from an earlier version of the software, it is provided to You on a license exchange basis. Your use of the Software upgrade is subject to the terms of this license, and You agree by Your installation and use of this copy of the Software to voluntarily terminate Your earlier license and that You will not continue to use the earlier version of the Software or transfer it to another person or entity.
11. ADDITIONAL SOFTWARE. This license applies to updates, upgrades, plug-ins and any other additions to the original Software provided by exida, unless exida provides other terms along with the additional software.
12. THIRD PARTY SERVICES. This Software may make use of, or have the ability to make use of, link to, or integrate with 3rd party content or services. The availability of the content or services is at the sole discretion of the 3rd party service providers and may be subject to usage agreements and other restrictions. You agree to indemnify and save harmless exida from all claims, damages, and expenses of whatever nature that may be made against exida by 3rd party content and service providers as a result of Your use of the Software.
13. GENERAL.
13.1. SERVICES. There are no services provided under this Agreement. Support, maintenance and other services, if available, must be purchased separately from exida
13.2. APPLICABLE LAW. This license shall be interpreted in accordance with the laws of Pennsylvania, USA without giving effect to any choice of law principles that would require the application of the laws of a different state or country. Any disputes arising out of this license shall be adjudicated in a court of competent jurisdiction in Pennsylvania, USA. The United Nations Convention on Contracts for the International Sale of Goods and the Uniform Computer Information Transactions Act (USA) do not apply to this Agreement.
13.3. GOVERNING LANGUAGE. Any translation of this License is done for local requirements and in the event of a dispute between the English and any non-English versions, the English version of this License shall govern.
13.4. COMPLIANCE WITH LAWS. You will comply with all applicable export and import control laws and regulations in your use or re-exportation of the Software and, in particular, you will not export or re-export the Software without all required government licenses. You will defend, indemnify, and hold harmless exida and its suppliers from and against any violation of such laws or regulations by you.
exida.com L.L.C. August 20, 2009 exSILentia User Guide v25 Page 167 of 167 13.5. RELATIONSHIP BETWEEN THE PARTIES. The parties are independent contractors and neither party is the agent, partner, employee, fiduciary or joint venturer of the other party under this Agreement. You may not act for, bind, or otherwise create or assume any obligation on behalf of exida. There are no third party beneficiaries under this Agreement.
13.6. ASSIGNMENTS. You may not assign or transfer, by operation of law or otherwise, your rights under this Agreement (including your licenses with respect to the Software) to any third party without exidas prior written consent. Any attempted assignment or transfer in violation of the foregoing will be void. exida may freely assign its rights or delegate its obligations under this Agreement.
13.7. SEVERABILITY. If any provision of this Agreement is held unenforceable by a court, such provision may be changed and interpreted by the court to accomplish the objectives of such provision to the greatest extent possible under applicable law and the remaining provisions will continue in full force and effect. Without limiting the generality of the foregoing, you agree that Section 6 will remain in effect notwithstanding the unenforceability of any other provision of this Agreement.
14. ENTIRE AGREEMENT. This license constitutes the entire agreement between the parties relating to the Software and supersedes any proposal or prior agreement, oral or written, and any other communication relating to the subject matter of this license. Any conflict between the terms of this License Agreement and any Purchase Order, invoice, or representation shall be resolved in favor of the terms of this License Agreement. In the event that any clause or portion of any such clause is declared invalid for any reason, such finding shall not affect the enforceability of the remaining portions of this License and the unenforceable clause shall be severed from this license. Any amendment to this agreement must be in writing and signed by both parties.
Software License Agreement v1.0 (May 20, 2005)
Copyright 2005 exida.com LLC 64 North Main Street Sellersville, PA 18960 exSILentia, SILect, and SILver are trademarks of exida.com LLC